Senior Fund Manager, UK Equities
The LF Canlife UK Equity Fund aims to generate attractive long-term returns by investing in the equity of UK companies
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
The Fund has a quality-growth orientation investing in mid-cap companies as well as large-cap companies and tries to identify key structural growth trends and invest behind well-run companies in those areas. We believe this form of investing will outperform the general indices over the medium to longer term which is the aim of this Fund.
Our managers believe that making active portfolio management decisions is the best way to deliver performance over the long-term. Investments are generally made with a medium to long term investment horizon in mind but holdings are adjusted according to market conditions. The Fund may not be appropriate for investors who plan to withdraw their money within 5 years. Due to the underlying assets held, the price of the Fund is classed as having above average to high volatility.
The value of investments may fall as well as rise and investors may not get back the amount invested
Due to the underlying assets held, the price of the fund is classed as having above average to high volatility.
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.
Our Fund Managers share their latest views on how covid-19 is affecting investments across all assets, and what that means in terms of opportunities and positions
Waves of COVID-19 infection continue to lap around the world. Developing markets such as Brazil, India and South Africa are struggling to contain the disease, while a number of other countries are easing lock-downs and starting to revive their economies.