WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund G Income header image

WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund G Income

Fund

ISIN GB00BK5BJ115 / Valor null

NAV (2025-02-07)
GBP 1.08-0.48%

WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund G Income
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to provide monthly income with the potential for long-term growth, although there is no guarantee that this objective will be achieved. Investors should be aware that the amount of income received may vary each month and there is a risk of receiving back less than the initial investment.

Fund Exposure

The fund is globally diversified across various asset classes including equities, bonds, cash, near cash, money market instruments, property, infrastructure, and commodities such as gold. The fund's exposure to property, equities, and bonds is within specific ranges, with the Portfolio Manager focusing on valuation and yield when selecting investments. The fund is actively managed and may invest in other funds managed by the Manager or their associates.

Risks

Investors should be aware that this fund may not be suitable for those planning to withdraw their money within 5 years. Additionally, the use of derivatives to manage risk could introduce additional complexities and potential risks to the fund.

Content summarized by AI chatbot
Source

https://www.canadalifeassetmanagement.co.uk/multi-asset-solutions/ws-canlife-diversified-monthly-income-fund/

Tags:
global equities multi asset

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

WS Canlife Diversified Monthly Income Fund C Income
WS Canlife Diversified Monthly Income Fund C Income WS Canlife Diversified Monthly Income Fund C Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.49%GBP 1.07
WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund G Accumulation
WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund G Accumulation WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund G Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.49%GBP 1.37
WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund C Accumulation
WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund C Accumulation WS Canada Life Investments Fund II - WS Canlife Diversified Monthly Income Fund C Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.48%GBP 1.36