Our Funds

Prices and Performance

• Fund Prices & Performance
• Monthly Fund Profile PDF – Segregated Funds
• Asset Allocation Fund
• All-Star Funds Lineup

Performance Summary

• Monthly Investment Performance
• Investment Performance Comparison
• Calendar Year Returns

Commentaries

• Quarterly Empire Life Emblem GIF Portfolios Updates

Conference Call/Webcast Summary Notes

• Thrive even as market volatility makes a comeback on January 30, 2018
• The dangers of complacency: Roundtable featuring Ian Hardacre, CIO 2017-07-19
• Navigating a world that is becoming less global: Roundtable featuring our new CIO, Ian Hardacre - January 24, 2017

Regulatory Documents

Segregated Funds Annual Financial Statements

• Segregated Funds 2017 Annual Financial Statements

Point of Sale Documents

Information Folders and Policy Provisions

• Empire Life Guaranteed Investment Funds Information Folder and Contract Provisions (INV-943)
• Information Folder Addendum and Contract Provisions Endorsement (INV-943C) for any Empire Life Guaranteed Investment Funds contract issued on or after November 12, 2018. Print and insert into existing stock of the September 2017 version of the Empire Life Guaranteed Investment Funds Information Folder and Contract Provisions (INV-943). Amendment INV-943C replaces INV-943A dated May 28, 2018.
• Class Plus 3.0 Information Folder and Contract Provisions (INV-1755)
• Information Folder Addendum and Contract Provisions Endorsement (INV-1755A) for any Class Plus 3.0 contract issued on or after November 12, 2018. Print and insert into existing stock of the October 2017 version of the Class Plus 3.0 Information Folder and Contract Provisions (INV-1755).

Fund Facts

• Guaranteed Investment Funds (INV-941)
• Addendum (INV-941A) for any Empire Life Guaranteed Investment Funds Fund Facts issued on or after November 12, 2018. Print and insert into existing stock of the Empire Life Guaranteed Investment Funds 75/75, Guaranteed Investment Funds 75/100, and Guaranteed Investment Funds 100/100 Fund Facts booklet as at December 31, 2017 (INV-941).
• Class Plus 3.0 (INV-1754)
• Addendum (INV-1754A) for any Class Plus 3.0 Fund Facts issued on or after November 12, 2018. Print and insert into existing stock of the Class Plus 3.0 Fund Facts booklet as at December 31, 2017 (INV-1754).

Fund Facts for Discontinued Products

• Premier Equity, Equity Growth Fund #3, Concordia Investments and Concord Funds (INV-2146)
• Class (INV-2071)
• Class Plus (INV-2062)
• Class Plus 2 (INV-2066)
• Class Plus 2.1 (INV-2059)
• Elite & Elite XL (INV-2063)