WS Canlife Portfolio Fund Range
A range of multi asset solutions focused on matching investment returns to a defined level of risk. The asset allocation is adhered to so that investors can take comfort that the risk level will always stay the same.
Where a deep understanding of risk and reward makes the difference
We’re committed to building long-term relationships that last, whatever your clients’ end goals.
Core to our investment approach is understanding yours and your clients’ needs, so we can effectively manage the balance of investors’ risk and reward appetites.
Our key advisory products include a monthly income fund, and two ranges offering varying levels of risk exposure that are managed within specific volatility or risk parameters.
The value of investments may fall as well as rise and investors may not get back the amount invested.
Celebrating five years of income certainty
The WS Canlife Diversified Monthly Income Fund is celebrating five years in the marketplace. Providing a consistent monthly income stands at the heart of our approach.
Our key Advisory products
WS Canlife Diversified Risk Managed Range
A range of multi asset solutions designed to maximise returns while remaining within defined risk boundaries. The funds take our risk management expertise together with a tactical overlay with an aim to benefit from shorter term market trends.
WS Canlife Diversified Monthly Income Fund
A diversified portfolio of income-generating assets, including global company shares, international government and corporate bonds, as well as property. The fund aims for a yield of a least 4% while targeting a minimum monthly income to the investor.
Latest features & articles
-
The impact of the Budget
Jordan Sriharan, fund manager, multi-asset, looks at how the changes heralded in the October Budget could affect the main asset classes.
-
Yum China: November stock of the month
Discover our November stock of the month - Yum China, as a standout investment opportunity in the fast-food industry in China.
-
The US presidential election: what next?
We look at the potential impact of Donald Trump’s re-election as US President on the UK and global markets.
-
Enhancing advice: behavioural bias in practice
We look at how understanding behavioural bias can help achieve a ‘real world’ picture of investors’ behaviour and motivations.
-
Alibaba - October Stock of the Month
Discover our October Stock of the month - Alibaba, a diversified technology company based in China, has been a key stock for us this year.
-
Market update - October 2024
The last quarter marked a pivotal shift as the Fed delivered a 50bps rate cut, prompted by inflation nearing its 2% target and rising unemployment.
-
Sterling's surprise: how the pound’s comeback could shake up your clients' portfolios
The pound’s resurgence is catching the eye of investors and advisers alike. Head of multi-asset Craig Rippe looks at what is fuelling this revival, and what it means for your clients.
-
Did equities peak last Wednesday?
The multi-asset team analyse the recent fall in global equities and explain their response to it, and their outlook for markets.
-
Having your cake and eating it?
What are the potential pitfalls of different approaches to balancing income and capital growth within multi-asset income investing and how could these be avoided?
Other investment capabilities
Property
Diversify through UK commercial property assets
Contact us
Quarterly Market Update Webinar: Q3 2024
To panic or not to panic? Is that the only question?
Watch Canada Life Asset Management's investment experts discuss the outlook for the Q3 of 2024 in the financial markets.