Regardless of your financial position and objectives, we have the right investment solution. Our six multi-series structured mutual fund families offer a wide range of investment funds and a fee structure that varies in accordance with the size of your investment.
Fixed Income Funds
Standard Life Corporate Bond Fund was judged best fund for three-year risk adjusted performance among 75 eligible funds. Fund classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or ten years. The calculation period ended on October 31, 2011.
Why Fixed Income Funds?
- Provide investors with liquidity and income; aim to preserve capital
- Complement equity holdings and can provide stability to an investor’s portfolio
- Corporate bonds offer the possibility of maximizing diversification and a higher yield
Why Standard Life Fixed Income Funds?
- A conservative global research team ensures that investments are rigorously researched and managed
- A bias towards quality
- They know fixed income: Standard Life Investments (SLI) is one of the largest corporate bond managers in Canada
- Since inception, the Standard Life Corporate Bond Fund has never had a default
Fund Facts
| Standard Life Trust Funds | A Series | E Series | F Series | T Series | Legend Series |
|---|---|---|---|---|---|
| Standard Life Money Market Fund | — | — | |||
| Standard Life Canadian Bond Fund | — | — | |||
| Standard Life Corporate Bond Fund (formerly Standard Life Corporate High Yield Bond Fund) | — | ||||
| Standard Life International Bond Fund | — | — |
| Standard Life Corporate Class Funds | A Series |
|---|---|
| Standard Life Short Term Yield Class | |
| Standard Life Canadian Bond Class | |
| Standard Life Corporate Bond Class (formerly Standard Life Corporate High Yield Bond Class) |
Minimum initial investment per series:
| A-Series and Corporate Class | $1,000 $10,000 per Portrait Portfolio |
|---|---|
| E-Series | $100,000 |
| Legend Series | $250,000 |
Monthly Income and Balanced Funds
Why Monthly Income and Balanced Funds?
- Receive a regular and predictable stream of tax-efficient revenue
- Reduced taxes:
- Convert fully taxable income sources to more tax-efficient investments
- Defer taxable income through return of capital
- Low volatility
Fund Facts
| Standard Life Trust Funds | A Series | E Series | F Series | T Series | Legend Series |
|---|---|---|---|---|---|
| Standard Life Diversified Income Fund | — | — | |||
| Standard Life Monthly Income Fund | |||||
| Standard Life Dividend Income Fund | — | — | |||
| Standard Life Tactical Income Fund (formerly Standard Life Global Monthly Income Fund) | — | ||||
| Standard Life Balanced Fund | — | — | — | — |
| Standard Life Corporate Class Funds | A Series |
|---|---|
| Standard Life Monthly Income Class |
Minimum initial investment per series:
| A-Series and Corporate Class | $1,000 $10,000 per Portrait Portfolio |
|---|---|
| E-Series | $100,000 |
| Legend Series | $250,000 |
Canadian Equity Funds
Why Canadian Equity Funds?
- A core portfolio holding for any investor living and planning to retire in Canada
- The Canadian market’s secure and conservatively managed financial institutions mitigate risk and build confidence in the Canadian economy
- Historically strong performance relative to other world markets over the longer-term
Why Standard Life Canadian Equity Funds?
- Diversified exposure to some of the most promising Canadian investment opportunities
- Variety of investment styles
- Proven long-term management
Fund Facts
| Standard Life Trust Funds | A Series | E Series | F Series | T Series | Legend Series |
|---|---|---|---|---|---|
| Standard Life Equity Value Fund NEW | — | — | |||
| Standard Life Canadian Equity Fund | — | — | |||
| Standard Life Canadian Equity Growth Fund NEW | — | — | |||
| Standard Life Canadian Dividend Growth Fund NEW | |||||
| Standard Life Canadian Small Cap Fund | — |
| Standard Life Corporate Class Funds | A Series |
|---|---|
| Standard Life Canadian Dividend Growth Class | |
| Standard Life Canadian Equity Class | |
| Standard Life Canadian Small Cap Class |
Minimum initial investment per series:
| A-Series and Corporate Class | $1,000 $10,000 per Portrait Portfolio |
|---|---|
| T-Series | $1,000 $10,000 per Portrait Portfolio |
| E-Series | $100,000 |
| Legend Series | $250,000 |
U.S. Equity Funds
Why U.S. Equity Funds?
- A core portfolio holding for any investor
- The world’s largest equity market
- Geographic diversification may significantly reduce portfolio risk
Why Standard Life U.S. Equity Funds?
- A strong lineup of U.S. equity funds allows investors to develop an optimal asset allocation
- Complementary investment styles to potentially maximize returns, minimize risk and maintain portfolio stability
- Proven institutional portfolio management
Fund Facts
| Standard Life Trust Funds | A Series | E Series | F Series | T Series | Legend Series |
|---|---|---|---|---|---|
| Standard Life U.S. Dividend Growth Fund | — | — | |||
| Standard Life U.S. Equity Value Fund (formerly Standard Life U.S. Equity Fund) | — | — | |||
| Standard Life U.S. Mid Cap Fund | — | — |
| Standard Life Corporate Class Funds | A Series |
|---|---|
| Standard Life U.S. Equity Value Class (formerly Standard Life U.S. Equity Class) |
Minimum initial investment per series:
| A-Series and Corporate Class | $1,000 $10,000 per Portrait Portfolio |
|---|---|
| E-Series | $100,000 |
| Legend Series | $250,000 |
Global Equity Funds
Why Global Equity Funds?
- Limitations of the Canadian market: The Canadian market is concentrated in relatively few industries, and is dominated by a few major companies
- Missed opportunities: by investing exclusively in Canada potentially superior investment opportunities may be overlooked
- Geographic diversification may significantly reduce portfolio risk
Why Standard Life Global Equity Funds?
- A strong line up of global equity funds that allows investors to develop an optimal asset allocation
- Complementary portfolio managers allow investors to diversify by investment management style
Fund Facts
| Standard Life Trust Funds | A Series | E Series | F Series | T Series | Legend Series |
|---|---|---|---|---|---|
| Standard Life Global Dividend Growth Fund | |||||
| Standard Life International Equity Fund | — | — | |||
| Standard Life Global Equity Value Fund NEW | — | — | |||
| Standard Life Global Equity Focus Fund | — | — | |||
| Standard Life European Equity Fund | — | — |
| Standard Life Corporate Class Funds | A Series |
|---|---|
| Standard Life Global Dividend Growth Class | |
| Standard Life International Equity Class | |
| Standard Life Global Equity Class |
Minimum initial investment per series:
| A-Series and Corporate Class | $1,000 $10,000 per Portrait Portfolio |
|---|---|
| E-Series | $100,000 |
| Legend Series | $250,000 |
Focus Funds
Why Focus Funds?
- For growth investors who want to complement their core portfolio holdings with results-driven investments
- To provide opportunities for greater capital appreciation by emphasizing the fund manager’s stock selection expertise
- To benefit from the best ideas of a professional money manager
Why Standard Life Focus Funds?
- To benefit from the extensive stock-picking expertise of Standard Life Investments Inc.
- For access to powerful proprietary research techniques, both here and overseas, to uncover opportunities for significant capital growth
- A proven and rigorous team process that focuses on well-defined investment criteria
Fund Facts
| Standard Life Trust Funds | A Series | E Series | F Series | T Series | Legend Series |
|---|---|---|---|---|---|
| Standard Life Canadian Equity Focus Fund | — | — | |||
| Standard Life U.S. Equity Focus Fund | — | — | |||
| Standard Life Global Equity Fund | — | — | |||
| Standard Life India Equity Focus Fund | — | — |
Minimum initial investment per series:
| A-Series and Corporate Class | $1,000 $10,000 per Portrait Portfolio |
|---|---|
| E-Series | $100,000 |
| Legend Series | $250,000 |
About LipperThe Lipper Awards honour the funds, hedge funds, and fund management firms that have delivered stronger and more consistent performance than their peers. Lipper's proprietary fund rating methodology is used to determine the winners. This quantitative approach ensures that the Lipper Awards are performance-based and objective. |
