Introducing three new segregated funds from Canada Life

Three new segregated funds are now available on the Canada Life shelf that can add greater diversity and strength to a client’s portfolio. Use the following resources to help you engage clients and meet their needs with our new funds.

Unconstrained Fixed Income (Mackenzie)

Portfolio managers react to the constantly changing economic landscape by taking an active approach to achieve results. In contrast to many fixed-income funds, the new Unconstrained Fixed Income is managed in an active and flexible way using a variety of risk-management tools based upon the portfolio manager’s view to risk exposure. This is a go-anywhere mandate with a wide range of investable possibilities.

•	Use the Unconstrained Fixed Income (Mackenzie) client featured fund sheet (form 46-10259) to talk to clients about how this fund could be right for them. This piece will be available from supply in November.
•	Check out the Unconstrained Fixed Income (Mackenzie) page on WealthCentre for manager commentary and fund performance data.

Core Bond (Portico)

Expanding the Canada Life fixed-income fund lineup, this mandate complements the Core Plus mandate and provides clients with more choice. This mandate restricts itself to Investment Grade (BBB or higher) fixed-income credit quality while Core Plus Bond (Portico) allows up to 10 per cent high yield fixed income.

•	Read the Core Bond (Portico) page on WealthCentre for manager commentary and fund performance data.

Emerging Markets (Mackenzie)

This mandate provides clients with access to some of the fastest growing economies and the opportunity for greater overall portfolio diversification.

•	Look at the Emerging Markets (Mackenzie) page on WealthCentre for manager commentary and fund performance data.

Updated information folders and applications

•	Information folders and applications have been updated to reflect this year’s changes. For a complete list of information folders and applications, as well as a full summary of this year’s changes and additional information, refer to the Summary of fund changes sheet (form 46-9083) and additional information.

•	NEW! Provide clients with the option to access an electronic copy of their information folder. Added to updated applications (dated 10/15), the option is now available for clients to choose to retrieve their own electronic copy of the information folder rather than be provided with paper booklets by checking the appropriate box on the application form.

WealthCentre –
your funds information source

Our award-winning* interactive website pulls together a wealth of information about our fund families in one place to help you position our funds with clients. WealthCentre now features a ‘Price & Performance’ subsection under ‘Sales Support’ where you can find direct links to daily fund prices, fund performance and reference documents for distributions, MER charts and fund codes.

With a broad selection of world-class managers and mandates, our Canada Life segregated fund offering can help provide solutions to clients’ portfolio needs and build your business.

For more information, contact your MGA, branch office or Canada Life regional marketing centre nearest you.

* Awarded at the 2014 Internet Advertising Competition, produced by The Web Marketing Association, for outstanding achievement in internet advertising.