Our Funds

Prices and Performance

• Fund Prices & Performance
• Monthly Fund Profile PDF – Segregated Funds
• Empire Life Multi-Strategy GIFs Monthly Holdings Update

Performance Summary

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

Commentaries - Materials for clients

• The case for Empire Life Global Dividend Growth GIF, June 2020
• Portfolio Update - Empire Life’s International Equity Fund, June 5, 2020
• From the Desk of Ian Hardacre: Thinking "small" - The importance of market cap diversification, June 2020
• Portfolio Update – Empire Life’s Dividend Growth Fund, May 28, 2020
• Off the Cuff video with Sara Shahram: May 25, 2020
• Investment Team Update: COVID-19, May 19, 2020

Conference Call/Webcast Summary Notes

• Conference Call: 3 Funds in the Spotlight featuring CIO Ian Hardacre – June 17, 2020

Regulatory Documents

Segregated Funds Annual Financial Statements

• Segregated Funds 2019 Annual Financial Statements

Point of Sale Documents

Information Folders and Policy Provisions

• Empire Life Guaranteed Investment Funds Information Folder and Contract Provisions (INV-943)
• Class Plus 3.0 Information Folder and Contract Provisions (INV-1755)

Fund Facts

• Guaranteed Investment Funds (INV-941)
• Class Plus 3.0 (INV-1754)

Post Sale Documents

• Segregated Funds Ongoing Disclosure Document (INV-2778)

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)