Performance data as at Feb. 28, 2023, F class equivalent (P 75/75). Starting Sept 2021 calculations exclude money market funds. Industry Peer data to the best of our knowledge reflects the equivalent Fee based series platforms of our competitors. CL P 75/75 series achieved its 3-year number in July 2021. AUM weighted performance calculation uses total fund size AUM and includes AUM only for funds with a quartile ranking for the indicated period.
Quartile rankings are from Morningstar Research Inc., an independent research firm, based on the fund’s Morningstar category, and reflect the performance of the fund for the 1-, 3-, 5- and 10-year (or since inception) periods. The quartiles divide the data into four equal regions. Expressed in terms of rank (1, 2, 3 or 4), the quartile rankings compare how a fund has performed relative to other funds in a particular category and are subject to change monthly.
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Canada Life segregated funds are available through a segregated funds policy issued by The Canada Life Assurance Company. Canada Life mutual funds are managed by Canada Life Investment Management Ltd. Both products are offered exclusively through Quadrus Investment Services Ltd. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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, available from your advisor.