Canada Life Investments has rolled out its latest global multi-asset fund designed to provide a positive return of cash + 5% annually over a period of at least five years with a moderate level of volatility.
Known as the CF Canlife Strategic Return Fund, the fund seeks to offer returns through changeable market environments by actively risk-balancing a range of global assets to achieve true portfolio diversification.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The new strategic fund complements the existing CF Canlife Total Return Fund and will concentrate on targeting a specific volatility range (7.8%-10.4%) in order to generate its expected return, the company said.
A 12-member multi-asset team at PanAgora Asset Management will manage the CF Canlife Strategic Return Fund. Boston-based PanAgora operates as an institutional asset manager, and is a sister company to Canada Life Investments within the the Great-West Lifeco group.
The new CF Canlife Strategic Return Fund is the part of Canada Life Investments’ Global Partner Series (GPS) of funds, which provides investors access to best-of-breed managers from within the Great-West Lifeco group and associated companies in Canada, the US and Ireland.
Canada Life Investments distribution head Frank Maret said: "The CF Canlife Strategic Return Fund sits alongside and complements our CF Canlife Total Return Fund, and aims to deliver a total return while maintaining a set level of volatility."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData"We are excited to provide the adviser market with a compelling multi-asset solution to serve the needs of their clients."
