What it offers.
- A simple savings plan. You decide how much you want to save, which funds you want to invest in and we will do the rest.
- Access to Setanta Asset Management and SEI, experienced investment professionals who are well positioned to identify good investment opportunities. Using professional investment managers allows you access to stock markets without the expertise needed for trading shares directly.
- Access to a range of funds covering equities, property, fixed interest and cash, each offering a different investment strategy and risk level.
- Unit linked savings plan offers the potential of growth traditionally associated with stock markets. In the current environment, the return on deposit accounts is barely beating inflation.
- The flexibility to switch between a wide range of funds at any time during your savings plan. This allows you to capitalise on market conditions or to change your savings plan as your needs or circumstances change to ensure you always have the most tailored savings plan possible.
Information on the performance of the funds you choose is currently available through:
- weekly fund performance published in national newspapers
- annual reports specific to your investment, sent to you by Canada LIfe.