This means there will be some updates to our materials, and this will occur in due course. You can usually choose between 75% or 100%, so even if the market drops, you’ll get most or all of your original investment back when your policy reaches its maturity date. Favourites Fund name As at date Price ($) 1 day chg ($) Asset class Resources; CAN Global Low Volatility (ILIM) 100/100: 01/20/2021: 10.15-0.02: Foreign equity It’s managed by experts and helps you diversify your savings and protect them from dips in the market. ** Footnote **. For the best experience, please update to a modern browser like Chrome, Edge, Safari or Mozilla Firefox. In addition, Canada Life Investment Management Ltd. is replacing GLC Asset Management Group Ltd. as the manager of the funds currently managed by its PSG division. “Working with our advisors, we’ve identified the need for more global investment options for our customers,” said Hugh Moncrieff , executive vice-president of advisory network and industry affairs at Canada Life, in the release. Learn more, The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company have become one company – The Canada Life Assurance Company. ). For clients interested in a managed program that customizes an investment strategy to their unique financial goals. With such protection, after your passing, the death benefit will go to your beneficiaries, not creditors. Effective January 2021 Mackenzie Investments is replacing GLC Asset Management Group Ltd. and four of its investment management divisions: Portico, GWLIM, Laketon and London Capital as the manager of specific segregated funds. How Canada Life is supporting you during COVID-19. The risk depends on the type of fund chosen (money market, bond, equity, etc. Fee What you pay Short-term trading fee Up to 2% of the value of units you redeem or switch within 90 days of investing in the fund. Choose one of our guarantees for maturity and death benefits, 75% or 100% of the amount invested, to help ensure your savings remain protected. 4. A mutual fund is a security, while a seg fund is an insurance product (i.e., an individual variable insurance contract). Not included in this change will be Mortgage (Portico), Long Term Bond (Portico) and Real Return Bond (Portico), which will now be managed by The Canada Life Assurance Company. In a nutshell, a segregated fund is a pool of money spread across different investments. Fee What you pay Short-term trading fee Favourites Fund name As at date Price ($) 1 day chg ($) Asset class Resources; CAN Advanced Allocation (PSG) 100/100: 01/20/2021: 18.86: 0.01: Portfolio solution As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Favourites Fund name As at date Price ($) 1 day chg ($) Asset class Resources; CAN Advanced Allocation (PSG) 100/100: 01/18/2021: 18.78: 0.02: Portfolio solution Investment category. Canada Life Segregated Funds Information Folder, Including Standard Series, Preferred Series 1, Partner Series, Preferred Partner Series and Constellation Series, Nov. 4, 2020 Addendum – Lifetime income benefit option, Canada Life Preferred Series 2 Segregated Funds Information Folder, Canada Life Generations Information Folder, Canada Life Estate Protection Information Folder, Canada Life Segregated Funds Policies Constellation series, Canada Life Segregated Funds Policies Preferred Series 2, Canada Life Segregated Funds Estate Protection, Generations I Segregated fund rates of return September 30, 2020, Estate Protection Segregated fund rates of return September 30, 2020, Generations Core Segregated fund rates of return September 30, 2020, Generations Segregated fund rates of return September 30, 2020 Other funds (not available to new clients), Canada Life Flex Segregated fund rates of return September 30, 2020, Generations II Segregated fund rates of return September 30, 2020, Canada Life Segregated Funds Contract, Including Standard Series, Preferred Series 1, Partner Series, Preferred Partner Series and Constellation Series, Canada Life Preferred Series 2 Segregated Funds Contract. This means that when your investment reaches its maturity date or when you pass away, if your investment is worth less than its guaranteed value, the insurance protection will top you up. Other fees You may have to pay other fees when you redeem or switch units of the fund. Segregated funds originally with Great-West Life This segregated fund, through investments in other funds, invests primarily in fixed-income securities but includes Canadian and foreign equities. Switch fee What if I change my mind? Naturally, it will be proportionally reduced by any withdrawals. Using the Segregated Portfolio Service with our open architecture bonds allows a discretionary fund manager to access equities and bonds directly. Additional fund details are available on the Fund overview & performance websiteOpens a new website in a new window provided by Fundata Canada Inc. You can also view details for segregated funds originally with Great-West Life, and London Life. The most common kind of segregated fund is the one administered by life insurance companies like Sun Life, Equitable Life of Canada, Alliance Financial Group, Empire Life, and Industrial Alliance, as well as by the Royal Bank of Canada. In addition, Canada Life Investment Management Ltd. is replacing GLC Asset Management Group Ltd. as the manager of the funds currently managed by its PSG division. Segregated funds (seg funds) are similar to mutual funds, but with a few key differences. Differences Between the Funds . Canada Life has added nine segregated funds to its product shelf, the Winnipeg-based firm stated in a release on Monday. The new funds capitalize on global exposure. Filter by: Segregated funds . With our choice of guarantees, you can expand your wealth and secure it at the same time. Canada Life Segregated Funds 75/75 guarantee policy 75/100 guarantee policy 100/100 guarantee policy Foreign equity funds American Growth (AGF) CAN030 CAN130 CAN230 CAN430 CAN530 CAN630 CAN830 CAN930 CAN1030 Global Equity (Fidelity) CAN033 CAN133 CAN233 CAN433 CAN533 CAN633 CAN833 CAN933 CAN1033 Global Growth (Mackenzie) CAN035 CAN135 CAN235 CAN435 CAN535 … “Working with our advisors, we’ve identified the need for more global investment options for our customers,” said Hugh Moncrieff , executive vice-president of advisory network and industry affairs at Canada Life, in the release. Canada Life has added nine segregated funds to its product shelf, the Winnipeg-based firm stated in a release on Monday. This is a quick reference guide only. Your investments could be protected even if you face unexpected lawsuits or bankruptcy. Other fees You may have to pay other fees when you redeem or switch units of the fund. Segregated funds are a popular estate planning investment because of the combination of growth potential and the security of a life insurance policy. How Canada Life is supporting you during COVID-19. Segregated fund policies give you the freedom to invest while offering insurance protection to preserve your savings. How Canada Life is supporting you during COVID-19. Fee What you pay Short-term trading fee Up to 2% of the value of units you redeem or switch within 90 days of investing in the fund. Fee What you pay Short-term trading fee Up to 2% of the value of units you redeem or switch within 90 days of investing in the fund. Learn more, The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company have become one company – The Canada Life Assurance Company. Despite the guarantees offered, these investments carry a risk. The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. Leaders in segregated funds in Canada iA Financial Group has been ranked first in net segregated fund sales in Canada since 2016, an enviable position that isn’t the result of chance. Balanced; Fixed income; Canadian equity; Money market; U.S. equity; Specialty; Foreign equity ; Portfolio solutions . This can give them income and help pay your funeral and other final costs. Canada Life My account (segregated funds) Segregated funds policies, income annuities and lifetime income benefit. Fee What you pay Short-term trading fee Up to 2% of the value of units you redeem or switch within 90 days of investing in the fund. Other fees You may have to pay other fees when you redeem or switch units of the fund. Only life insurance companies can issue segregated fund contracts. + read full definition product sold by life insuranceLife Insurance Insurance that pays cash to your family or other beneficiary after your death. In a nutshell, a segregated fund is a pool of money spread across different investments. Only life insurance representatives (financial security advisors) are … How Canada Life is supporting you during COVID-19. Get in touch with your advisor, or find an advisor to start investing today. The Canada Life Assurance Company FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 Conservative Allocation (PSG) What does the fund invest in? The following segregated funds will be added to the Canada Life segregated fund shelf, effective immediately: Fund name. Why buy variable annuities (segfunds)? Insurance INTEL, the information centre for the life and health Insurance industry associated with the Insurance Portal, reports that 13 insurers offer segregated fund guarantees as part of at least 18 products available on the Canadian market. The Manufacturers Life Insurance Company is the issuer of guaranteed insurance contracts, annuities and insurance contracts containing Manulife segregated funds. Who can sell segregated funds? Canada Life Segregated Fundlist CL Generations II Series Click on the fund name for a complete fund profile FUND NAME FEATURES, BENEFITS, and GUARANTEES Conservative Allocation S626 Maturity Guarantee Moderate Allocation Fund A Maturity guarantee benefit date is selected at the beginning of a contract. However, this is more or less where the similarities end. Fee What you pay Short-term trading fee Up to 2% of the value of units you redeem or switch within 90 days of investing in the fund. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 Global Equity (Fidelity) 3. The most common kind of segregated fund is the one administered by life insurance companies like Sun Life, Equitable Life of Canada, Alliance Financial Group, Empire Life, and Industrial Alliance, as well as by the Royal Bank of Canada. Guaranteed Income: Generally, retirement segregated funds also come with a guaranteed lifetime income element. WINNIPEG, May 11, 2020 /CNW/ - Canada Life today announced that it's strengthening its segregated fund shelf by adding nine new global funds.. View detailed information for our segregated fund policies including information folders, fund facts, rates of return, contracts and financial statements. iA Financial Group has been ranked first in net segregated fund sales in Canada since 2016, an enviable position that isn’t the result of chance. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. Switch fee Other fees You may have to pay other fees when you redeem or switch units of the fund. Other fees You may have to pay other fees when you redeem or switch units of the fund. Canada Life segregated funds policy originally with London Life. 75 / 75; 75 / 100; 100 / 100; Asset class . Segregated (or seg) funds are an investment Investment An item of value you buy to get income or to grow in value. Depending on how much you’re looking to invest, there’s a broad range of series choices with different fee designs. The Canada Life Assurance Company FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 Balanced (TD Greystone) 3. Manulife Mutual Funds, Manulife Private Investment Pools, Manulife Closed-End Funds and Manulife Exchange-Traded Funds (ETFs) are managed by Manulife Investment Management Limited. 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