Dive into the latest product news
Submitted by Krishan on February 29, 2024 - 4:36am
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PDF version In-force illustration support changing on March 14, 2024 View in browser |
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In-force illustration support changing on March 14, 2024 | Did you know that web-based Canada Life Illustrations makes it easy for you to prepare in-force insurance illustrations in minutes? That’s why starting March 14 2024, the InforceParIllustrations@canadalife.com mailbox will no longer provide illustrations for participating life insurance policies issued after 2017. Need help? We have training resources and support. | | |
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| | Have you heard about the latest updates to the Universal life insurance product? | Learn about the Canada Life Universal life insurance enhancements and web-based illustrations through live learning sessions! | Register now › | | For advisor use only. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. | Canada Life Target Risk Asset Allocation Funds continue to outperform their peers | Canada Life Asset Allocation Funds (segregated funds), managed by Portfolio Solutions Group1, outperformed their peers in the first quarter. As world markets continue to move between risk-off and risk-on conditions, these impressive results mean you can continue to meet your clients’ financial goals with options they can count on. - All five of the segregated fund portfolios have delivered a better risk-adjusted return than the category median over 3- and 5-year periods.
- Three of five segregated fund portfolios have received a four- or five-star overall Morningstar Rating.2
| The Target Risk Asset Allocation Funds toolkit has updated resources to explain what’s driving this strong performance for full performance data, see Recent enhancements – Allocation Funds. | | What happened to bond investing in 2023? | Portfolio Solutions Group uncovers the fundamentals of bond investing by showcasing how they’ve leveraged active management to drive strong bond returns in 2023. Review these essential investing tips with PSG’s back to basics series. PSG back to basics series: What happened to bond investing in 2023? | Canada Life Investment Management Ltd. | | Bond returns in a changing interest rate environment | Portfolio Solutions Group dives deeper into how bond returns react to changes in interest rates. Explore these essential strategies with PSG’s back to basics series. PSG back to basics series: bond investing as interest rates change | Canada Life Investment Management Ltd. | |
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| 1Portfolio Solutions Group is a division of Canada Life Investment Management Ltd.
2 Morningstar Star Ratings reflect performance of Series 75/75 (P) as of Dec. 31, 2023 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.
T© 2023 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company. Make your investment decisions wisely. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. A description of the key features of Canada Life's individual variable insurance contract is contained in the information folder.
Canada Life and design, Canada Life Investment Management and design, and other marks followed by the TM symbol at first time of use are trademarks of The Canada Life Assurance Company (“Canada Life”). Other marks displayed in this piece are trademarks of a third party, and used with permission or under licence.
 Canada Life Investment Management | |
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