Head of Multi-Asset
The LF Canlife UK Equity and Bond Income Fund aims to generate an attractive level of income with moderate long-term capital growth by investing mainly in the shares of UK companies, as well as UK corporate debt securities
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
The Fund uses primarily a bottom-up stock selection process, but is flexible, pragmatic and mindful of prevailing macroeconomic and market conditions, for example; interest rates, commodity prices and inflation
Due to the impact of compounding, history shows that reinvested dividends account for the bulk of equity market returns. The Fund’s blend of company shares and fixed income securities allow the manager to seek out the best sources of yield
In addition to providing income, the Fund also aims to generate moderate long-term capital growth by investing in quality companies that have consistent earnings, while retaining a focus on risk
The Fund invests in some of the world’s most familiar companies with strong market positions, which tend to have steady earnings growth and are therefore consistent dividend-payers
The value of investments may fall as well as rise and investors may not get back the amount invested.
Up until the covid-19 outbreak, the UK was in reasonable shape with low unemployment and improving real wages lead by a strong government willing and able to add fiscal stimulus to the economy.
It has been a torrid time for the UK housing market. We could now see a very strong period of activity, fuelled by pent-up demand, new buying trends and record-low mortgage rates.
Spare a thought for the UK’s beleaguered banks. COVID-19 has not triggered a financial crisis, but banks will find it difficult to make money. At the same time, they are being called upon to support and revitalise a badly bruised economy.