Senior Fund Manager, UK Equities
The LF Canlife UK Equity Income Fund aims to generate a half yearly income with capital growth in to order to produce an attractive return by investing in UK equities.
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
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
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 actively according to market conditions.
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.
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.