Segregated funds (seg funds) are similar to mutual funds, but with a few key differences. For the best experience, please update to a modern browser like Chrome, Edge, Safari or Mozilla Firefox. 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. 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. The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. 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. Filter by: Segregated funds . This segregated fund, through investments in other funds, invests primarily in fixed-income securities but includes Canadian and foreign equities. 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. Why buy variable annuities (segfunds)? Our Segregated Portfolio Service gives you access to a wider range of investment types than those usually available with an offshore bond. 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. In a nutshell, a segregated fund is a pool of money spread across different investments. For clients aged 80-90 looking to pass on their money while saving on potential estate fees and taxes. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 U.S. Dividend (GWLIM) 3. A segregated fund policy also comes with a death benefit guarantee. The risk depends on the type of fund chosen (money market, bond, equity, etc. Portfolio manager. Other fees You may have to pay other fees when you redeem or switch units of the fund. Naturally, it will be proportionally reduced by any withdrawals. Learn more. 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. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. This means there will be some updates to our materials, and this will occur in due course. The new funds capitalize on global exposure. 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. This segregated fund, through investments in other funds, invests primarily in fixed-income securities but includes Canadian and foreign equities. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 U.S. Growth (Putnam) 3. Other fees You may have to pay other fees when you redeem or switch units of the fund. 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. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 Global Equity (Fidelity) 3. Other fees You may have to pay other fees when you redeem or switch units of the fund. The following segregated funds will be added to the Canada Life segregated fund shelf, effective immediately: Fund name. FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 U.S. Dividend (GWLIM) 3. Other fees You may have to pay other fees when you redeem or switch units of the fund. Switch fee What if I change my mind? How Canada Life is supporting you during COVID-19. Segregated (or seg) funds are an investment Investment An item of value you buy to get income or to grow in value. The Canada Life Assurance Company FUND FACTS — Canada Life Segregated Funds Policy All information as at December 31, 2019 Balanced (TD Greystone) 3. Invest in one of the widest selections of segregated funds in Canada, managed by award-winning investment managers. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. 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. Segregated funds. How Canada Life is supporting you during COVID-19. 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. ). 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