Join our virtual events to get the information you need on the markets and our investment solutions, straight from investment managers across the Canada Life™ shelf. Featuring a range of viewpoints, investment philosophies and asset class expertise. Get the latest market updates and learn how to see through the noise, so you can continue to help your clients focus on their financial plan – not the markets.
What can you expect?
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Forward-looking views to inform your strategic perspective and individual viewpoints from investment managers.
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A deep dive into the investment manager’s approach, from top-level strategies down to individual securities.
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Q&A with portfolio managers.
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Earn CE credits* for attending the full event or watching the recording and completing a short quiz.
Upcoming events
Join host Roxana Nache and David Rindegren for insights on how C WorldWide delivers a competitive edge and adds value with their approach to investing in companies that may benefit from global themes and trends.
Access the expertise of C Worldwide with Canada Life funds:
Mutual fund: Canada Life International Concentrated Equity Fund, rated 4-star from Morningstar**
Canada Life International Concentrated Equity
1 year return:
3-year return:
5-year return:
Return since inception:
Series F
(as of Feb. 29, 2024)
15.84
6.98
10.68
11.2
Segregated fund: The Fundata award-winning International Concentrated Equity Fund, with a 4-star rating from Morningstar
International Concentrated Equity
1 year return:
3-year return:
5-year return:
Return since inception:
(as of Feb. 29, 2024)
13.81
5.21
N/A
7.79
Speaker
David Rindegren, Portfolio Manager
David Rindegren leads the Global Research Team, which was formed in 2020. David served as the portfolio manager for the Global Long/Short Hedge Fund until 2020. Before joining C WorldWide Asset Management in 2014, he worked as a chief portfolio manager at Handelsbanken in Stockholm, where he managed focused global equity portfolios. In addition, from 2006-2011, David worked as an equity analyst and portfolio manager at the Manticore Capital Hedge Fund, administered by Brummer and Partners. He holds an M.Sc. in Industrial Engineering and Management from Linköping University and is a CFA charterholder. David joined the team in 2014.
Have a question about the events or any of the portfolio managers and their mandates? Contact your Canada Life wealth wholesaling team.
For technical assistance, please contact Upstream Productions.
This series is for advisors only.
*CE accreditation for these streaming events is pending approval.
**Morningstar Star Ratings reflect performance of F Series as of March 20, 2024 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.
For the Canada Life International Concentrated Equity Fund (Series F), the star ratings and number of Canadian mutual funds in the international equity category for each period are as follows: one year – 4 stars, 625 funds; three years – 3 stars, 578 funds; five years – 5 stars, 517 funds.
For the International Concentrated Equity Fund 75/75, the star ratings and number of Canadian segregated funds in the international equity category for each period are as follows: one year – 5 stars, 381 funds; three years – 4 stars, 355 funds; five years – N/A.
© 2024 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company or as a mutual fund managed by Canada Life Investment Management Ltd. offered exclusively through Quadrus Investment Services Ltd. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. A description of the key features of the segregated fund policy is contained in the information folder. Any amount allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.
Canada Life Investment Management and design, and Canada Life and design are trademarks of The Canada Life Assurance Company.
C WorldWide
May 14 – 11 to 12 p.m. ET/ 8 to 9 a.m. PT