Canada Life U.S. Enhanced Equity Income Fund F

Fund Details

Fund Codes

Investment Objectives

The Fund seeks to provide a steady stream of income with the potential for long-term capital growth by investing primarily in Canadian equity securities. The Fund will pursue this objective by investing in other investment funds and/or by investing in securities directly. It may also use derivatives. Any proposed change in the fundamental investment objectives of the Fund must be approved by a majority of the votes cast at a meeting of the Fund’s investors called for that purpose.

Investment Strategy

Generally, the Fund will invest primarily, directly or indirectly, in large-cap Canadian equities by investing all or a portion of its assets in one or more exchange traded funds, by investing in the underlying securities held by the exchange traded funds and/or by using derivatives to provide the Fund with a return determined by reference to the exchange traded funds. The Fund may, depending on market volatility and other factors, employ an actively managed call option writing program.

Portfolio Management

Management and Organization