Our Funds

Prices and Performance

• Fund Prices & Performance
• Monthly Fund Profile PDF – Segregated Funds

Performance Summary

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

Commentaries

• Empire Life Emblem GIF Portfolios Updates
• Market Commentary

Conference Call/Webcast Summary Notes

• Conference Call: Unknown Territory featuring CIO Ian Hardacre – July 17, 2019

Regulatory Documents

Segregated Funds Annual Financial Statements

• Segregated Funds 2018 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)
  • 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-941B) for any Empire Life Guaranteed Investment Funds Fund Facts issued on or after October 23, 2019. 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, 2018 (INV-941). 
• Class Plus 3.0 (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)