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Canada Life Investment Management Ltd.
David Marchant · Asset Manager · Multi-Strategy
Canada Life Investment Management Ltd. (CLIML) is a subsidiary of The Canada Life Assurance Company, which boasts a heritage of over 175 years. Founded in 2021 to modernize and centralize the firm's investment offerings, CLIML acts as the primary manager and portfolio advisor for Canada Life Mutual Funds. The institution manages billions in assets by employing a sophisticated multi-manager framework that integrates internal expertise with a global network of specialized third-party sub-advisors. Its focus is on providing diverse, risk-aware investment solutions across equities, fixed income, and multi-asset classes to help Canadian investors achieve their long-term financial goals through varying market conditions.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.3% |
| YTD return | +12.1% |
| Sharpe ratio | 1.87 |
| Win rate | 54% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.canadalife.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 13.5% | +14.5% |
| AAPL | Apple Inc | 11.9% | +23.0% |
| SHOP | Shopify Inc | 10.2% | +17.4% |
| NVDA | NVIDIA Corporation | 10.1% | +21.3% |
| MSFT | Microsoft Corporation | 8.3% | +1.8% |
| META | Meta Platforms Inc. | 7.2% | -8.6% |
| TSM | Taiwan Semiconductor Manufacturing | 6.5% | +40.1% |
| AEM | Agnico Eagle Mines Limited | 6.3% | +42.0% |
| JNJ | Johnson & Johnson | 5.5% | +8.7% |
| MA | Mastercard Inc | 5.4% | +3.7% |
| TTE | TotalEnergies SE ADR | 5.2% | +9.2% |
| AMZN | Amazon.com Inc | 5.1% | +15.4% |
| MRK | Merck & Company Inc | 4.8% | +18.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | SELL | RACE | 4.0% → 0.0% |
| Jul 20, 2026 | SELL | WCN | 7.9% → 0.0% |
| Jul 20, 2026 | SELL | LIN | 5.6% → 0.0% |
| Jul 20, 2026 | SELL | AMZN | 6.3% → 5.1% |
| Jul 20, 2026 | BUY | TTE | 0.0% → 5.2% |
Investment Style Analysis
Canada Life Investment Management Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, Canada Life Investment Management Ltd. made a significant move by reducing the position in RACE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is rooted in a disciplined, multi-manager approach that leverages the specialized expertise of various portfolio managers to ensure style consistency and diversification. CLIML aims to deliver resilient and stable long-term risk-adjusted returns by rising above short-term market sentiment and news cycles. Their strategy emphasizes rigorous risk management and governance, integrated with sustainability and stewardship considerations to manage financially material risks. By utilizing both internal resources and globally recognized sub-advisors, the firm creates comprehensive fund lineups designed to perform across full market cycles and meet the evolving needs of their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Canada Life Investment Management Ltd..
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Frequently asked questions
How is the simulated portfolio for Canada Life Investment Management Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Canada Life Investment Management Ltd.'s largest holding?
As of the latest filing, Canada Life Investment Management Ltd.'s top position is Alphabet Inc Class A (GOOGL), representing 13.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Canada Life Investment Management Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +13.3% with a win rate of 54%. Notably, the portfolio maintains a Sharpe Ratio of 1.87, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Canada Life Investment Management Ltd. primarily invest in?
Canada Life Investment Management Ltd. has a strong preference for the Internet Content & Information sector, which makes up 20.7% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Canada Life Investment Management Ltd.'s portfolio concentrated or diversified?
Canada Life Investment Management Ltd. runs a highly concentrated portfolio with 13 disclosed positions. The top 3 holdings alone account for 35.6% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Canada Life Investment Management Ltd. performed in 2026?
Our AI-simulated model portfolio for Canada Life Investment Management Ltd. tracks a Year-to-Date (YTD) return of +12.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Marchant manage Canada Life Investment Management Ltd. directly?
Yes, David Marchant serves as the key portfolio manager for Canada Life Investment Management Ltd., overseeing the investment strategy and final capital allocation decisions.