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 a nutshell, a segregated fund is a pool of money spread across different investments. 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 May 11, 2020, 9:00 a.m. WINNIPEG, May 11, 2020/CNW/ - Canada Life today announced that it's strengthening its segregated fund shelf by adding nine new global funds. Learn more. Differences Between the Funds . 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. Segregated funds (seg funds) are similar to mutual funds, but with a few key differences. ** Footnote **. Money invested in segregated funds contracts may also be protected against seizure by creditors. Despite the guarantees offered, these investments carry a risk. Segregated (or seg) funds are an investment Investment An item of value you buy to get income or to grow in value. “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. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 Balanced (TD Greystone) 3. Other fees You may have to pay other fees when you redeem or switch units of the fund. This means there will be some updates to our materials, and this will occur in due course. While segregated funds are similar to mutual funds, segregated funds have unique features that protect your investment throughout your life, and assist in the efficient transfer of assets when you pass away. Switch fee What if I change my mind? The new funds capitalize on global exposure. These new funds … Other fees You may have to pay other fees when you redeem or switch units of the fund. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. Naturally, it will be proportionally reduced by any withdrawals. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. General disclaimer: You’ll find the detailed descriptions of the segregated fund policy in the information folder provided by your financial advisor. The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. For full contract provisions, refer to the product’s Information Folder, Contract & Fund … Pivotal Select™ segregated funds are a type of investment option that offers growth potential with financial protection. Segregated fund policies give you the freedom to invest while offering insurance protection to preserve your savings. Our Segregated Portfolio Service gives you access to a wider range of investment types than those usually available with an offshore bond. © The Canada Life Assurance Company 2009 - 2021. Only life insurance companies can issue segregated fund contracts. Why buy variable annuities (segfunds)? Fund overview & performance Looking for mutual funds? 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. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 U.S. Dividend (GWLIM) 3. Switch fee What if I change my mind? This segregated fund, through investments in other funds, invests primarily in fixed-income securities but includes Canadian and foreign equities. 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. It can be no earlier than 15 years from the […] 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. Segregated funds. “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. Portfolio manager. Segregated funds originally with Great-West Life This can give them income and help pay your funeral and other final costs. 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. Your investments could be protected even if you face unexpected lawsuits or bankruptcy. The risk depends on the type of fund chosen (money market, bond, equity, etc. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 Global Equity (Fidelity) 3. + read full definition companies. 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. In a nutshell, a segregated fund is a pool of money spread across different investments. Balanced; Fixed income; Canadian equity; Money market; U.S. equity; Specialty; Foreign equity ; Portfolio solutions . WINNIPEG , May 11, 2020 /CNW/ - Canada Life today announced that it's strengthening its segregated fund shelf by adding nine new global funds. 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. Switch fee Additional fund details are available on the Fund overview & … Choose one of our guarantees for maturity and death benefits, 75% or 100% of the amount invested, to help ensure your savings remain protected. Canada Life has added nine segregated funds to its product shelf, the Winnipeg-based firm stated in a release on Monday. With such protection, after your passing, the death benefit will go to your beneficiaries, not creditors. Get in touch with your advisor, or find an advisor to start investing today. Using the Segregated Portfolio Service with our open architecture bonds allows a discretionary fund manager to access equities and bonds directly. 75 / 75; 75 / 100; 100 / 100; Asset class . Your web browser is out-of-date. 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. How Canada Life is supporting you during COVID-19. ). Other fees You may have to pay other fees when you redeem or switch units of the fund. A mutual fund is a security, while a seg fund is an insurance product (i.e., an individual variable insurance contract). A segregated fund policy also comes with a death benefit guarantee. This page provides details for Canada Life’s segregated fund policies, including information folders, fund facts, rates of return, contracts and financial statements. A segregated fund is an investment pool structured as a deferred variable annuity and used by insurance companies to offer both capital appreciation and death benefits to policyholders. Canada Life Mutual Funds. Segregated (or seg) funds are an investmentInvestment An item of value you buy to get income or to grow in value. We’ve earned it through the continual hard work of our expert teams who are focused on selecting qualified portfolio managers and … Investment category. Segregated funds are considered to be life insurance products sold by … Switch fee What if I change my mind? 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. 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. An advisor can help you make your choice based on your comfort with risk and financial goals. 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. + read full definition product sold by life insurance Life Insurance Insurance that pays cash to your family or other beneficiary after your death. Canada Life My account (segregated funds) Segregated funds policies, income annuities and lifetime income benefit. For full contract provisions, refer to the product’s Information Folder, Contract & Fund Facts. Canada Life segregated funds policy originally with London Life. 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. Other fees You may have to pay other fees when you redeem or switch units of the fund. 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. 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. 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. Using a … Canadians today have a wealth of segregated fund options to choose from. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Some segregated fund contracts also offer income guarantees. WINNIPEG, May 11, 2020 /CNW/ - Canada Life today announced that it's strengthening its segregated fund shelf by adding nine new global funds.. This is a quick reference guide only. * Footnote *, Your designated beneficiaries (if you decide to have them) are a private matter and won’t be disclosed. The range includes our popular risk-rated, multi-asset Portfolio funds, which sit alongside a selection of single strategy funds. For the best experience, please update to a modern browser like Chrome, Edge, Safari or Mozilla Firefox. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. The following segregated funds will be added to the Canada Life segregated fund shelf, effective immediately: Fund name. Who can sell segregated funds? Canada Life has added nine segregated funds to its product shelf, the Winnipeg-based firm stated in a release on Monday. Other fees You may have to pay other fees when you redeem or switch units of the fund. Learn more. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. 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 + read full definition product sold by life insuranceLife Insurance Insurance that pays cash to your family or other beneficiary after your death. Your web browser is out-of-date. Segregated funds are a popular estate planning investment because of the combination of growth potential and the security of a life insurance policy. This segregated fund, through investments in other funds, invests primarily in fixed-income securities but includes Canadian and foreign equities. For clients aged 80-90 looking to pass on their money while saving on potential estate fees and taxes. With our choice of guarantees, you can expand your wealth and secure it at the same time. Who can sell segregated funds? One benefit of a segregated fund policy is that they include guarantees to your original investment. 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. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 U.S. Growth (Putnam) 3. This means there will be some updates to our materials, and this will occur in due course. The new funds capitalize on global exposure. The Canada Life Assurance Company FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 Balanced (TD Greystone) 3. The Manufacturers Life Insurance Company is the issuer of guaranteed insurance contracts, annuities and insurance contracts containing Manulife segregated funds. 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. Segregated Fund for Estate Planning. For clients interested in a managed program that customizes an investment strategy to their unique financial goals. This is a quick reference guide only. Depending on how much you’re looking to invest, there’s a broad range of series choices with different fee designs. 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