Segregated Funds

What funds are changing?

Segregated funds
Shelf	Current fund name	Current status	New fund name	New status	Changes
CL LL GWL	Income	Active	Canadian Fixed Income Balanced II	Hard cap	Fund name: Yes Portfolio manager change: No Investment strategy change: No PAC impact: Yes
CL	Canadian Income	Soft cap	Canadian Fixed Income Balanced	Active	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: No
LL GWL	Canadian Income	Active	Canadian Fixed Income Balanced	Active	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: No
LL GWL	Monthly Income	Active	Strategic Income III	Hard cap	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: Yes
CL	Monthly Income	Active	Strategic Income IV	Hard cap	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: Yes
GWL	Canadian Diversified Balanced	Active	Strategic Income II	Hard cap	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: Yes
LL	Diversified Balanced	Active	Strategic Income II	Hard cap	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: Yes
CL	Diversified Balanced	Active	Strategic Income III	Hard cap	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: Yes
CL	Canadian Asset Allocation	Soft cap	Strategic Income II	Soft cap	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: No
CL	Canadian All Cap Balanced	Soft cap	Canadian Growth Balanced II	Soft cap	Fund name: Yes Portfolio manager change: No Investment strategy change: No PAC impact: No
CL LL GWL	Canadian Growth Balanced	Active	Canadian Growth Balanced	Active	Fund name: No Portfolio manager change: Yes Investment strategy change: Yes PAC impact: No
LL	Balanced Growth	Active	Canadian Growth Balanced II	Soft cap	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: No
CL LL GWL	Global Monthly Income	Active	Global Strategic Income	Active	Fund name: Yes Portfolio manager change: Yes Investment strategy change: Yes PAC impact: No

CL = Canada Life LL = London Life GWL = Great-West Life
Pre-authorized contributions (PACs)
Note: On Jan 1, 2020, the segregated funds originally with London Life and Great-West Life were closed to new policies.

Segregated funds