Investor Profile Questionnaire

Results

Find the Continuum module in the chart below that corresponds to your total score and talk to you Associate about how that module could fit into your financial plan.

Canada Life's Continuum and Continuum NR Funds

Total Score	Investor Profile Module	My Investor Profile Score
Less than 71	Guaranteed
71 – 106	Сonservative
107 – 142	Moderate
143 – 182	Growth
183 – 221	Aggressive Growth
More than 221	Maximum Growth

Investor profile modules for Continuum and Continuum NR

Guaranteed: For investors with no tolerance for variability in year-to-year returns. Guaranteed investors are advised to invest in guaranteed interest terms, which are stable investments with predictable income and no fluctuation in value.

Сonservative: For investors with limited tolerance for variability in year-to-year returns. Conservative investors seek stability with fairly predictable growth and relatively little fluctuation in value.

Moderate: For investors willing to accept a trade-off between growth and security, with out significant variability in year-to-year returns and only small fluctuations in capital value over time. Moderate investors need a balanced approach, with equal emphasis on achieving growth and steady return.

Growth: For patient investors who are willing to tolerate some variability in year-to-year returns and some fluctuations in capital value over time. Growth investors are primarily interested in growth, with capital preservation over the short term as a secondary consideration.

Aggressive Growth: For investors seeking significant potential growth who are willing to tolerate greater fluctuations in capital value over time. Superior long-term results are gained as the Aggressive Growth investor accepts much greater year-to-year variability in returns.

Maximum Growth: For investors seeking maximum potential growth who are willing to tolerate significant fluctuations in capital value over time. Maximum Growth investors accept a significant emphasis on equities in order to gain the potential for long-term capital growth, and can tolerate greater year-to-year variability in returns.

Asset Mix Recommendations

		Canadian Fixed Income		Global Bond		European Equity
		Canadian Equity		U.S. Equity		Global Equity

Registered					Non-Registered
Conservative
Canadian Fixed Income Canadian Equity European Equity U.S. Equity Global Equity	60% 10% 10% 10% 10%		Foreign: 30%		Canadian Fixed Income Global Bond Canadian Equity European Equity U.S. Equity Global Equity	50% 10% 10% 10% 10% 10%		Foreign: 40%
Moderate
Canadian Fixed Income Canadian Equity European Equity U.S. Equity Global Equity	50% 20% 10% 10% 10%		Foreign: 30%		Canadian Fixed Income Global Bond Canadian Equity European Equity U.S. Equity Global Equity	40% 10% 20% 10% 10% 10%		Foreign: 40%
Growth
Canadian Fixed Income Canadian Equity European Equity U.S. Equity Global Equity	35% 35% 10% 10% 10%		Foreign: 30%		Canadian Fixed Income Global Bond Canadian Equity European Equity U.S. Equity Global Equity	30% 5% 25% 10% 10% 20%		Foreign: 45%
Aggressive Growth
Canadian Fixed Income Canadian Equity European Equity U.S. Equity Global Equity	25% 45% 10% 10% 10%		Foreign: 30%		Canadian Fixed Income Global Bond Canadian Equity European Equity U.S. Equity Global Equity	25% 0% 25% 15% 15% 20%		Foreign: 50%
Maximum Growth
Canadian Fixed Income Canadian Equity European Equity U.S. Equity Global Equity	0% 70% 10% 10% 10%		Foreign: 30%		Canadian Fixed Income Global Bond Canadian Equity European Equity U.S. Equity Global Equity	0% 0% 45% 15% 15% 25%		Foreign: 55%