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Multi-Asset Solutions

Risk targeted and risk managed multi-asset funds

 

We offer five risk-targeted, globally-diversified Portfolio Funds, three risk managed funds and a diversified monthly income fund for those looking for income on a monthly basis. These suite of actively-managed funds aim to generate long-term capital growth by investing in a broad range of diversified portfolio assets.

All our multi-asset funds are available as a part of the Core Range offered by Canada Life’s The Retirement Account.

Risk targeted products

LF Canlife Portfolio III Fund

  • Launch date 28/11/13
  • Fund size £105.2m
  • Number of holdings 14 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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LF Canlife Portfolio IV Fund

  • Launch date 28/11/13
  • Fund size £241.0m
  • Number of holdings 16 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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LF Canlife Portfolio V Fund

  • Launch date 28/11/13
  • Fund size £168.1m
  • Number of holdings 17 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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LF Canlife Portfolio VI Fund

  • Launch date 28/11/13
  • Fund size £84.5m
  • Number of holdings 15 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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LF Canlife Portfolio VII Fund

  • Launch date 28/11/13
  • Fund size £31.8m
  • Number of holdings 12 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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Risk managed funds 

LF Canlife 0%-35% Fund

  • Launch date 31/07/17
  • Fund size £38m
  • Number of holdings 6 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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LF Canlife 20%-60% Fund

  • Launch date 22/03/19
  • Fund size £33.9m
  • Number of holdings 10 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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LF Canlife Balanced Fund

  • Launch date 28/03/94
  • Fund size £177.9m
  • Number of holdings 20 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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LF Canlife Diversified Monthly Income Fund

  • Launch date 01/07/19
  • Fund size £29.9m
  • Number of holdings 94 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 31/07/20

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Should risk mapped funds surprise clients? 

In this presentation Product Specialist Andrew Morris explores risk profiling and suitability for clients. He also considers the key differences when investing in the fund manager vs investing in the process. Finally, an overview of the LF Canlife Portfolio Funds and their recent performance is provided. 

Latest features & articles 

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Deal, skinny deal or no deal?

We don’t know yet, but preparing for an uncertain future is all part of a fund manager’s job. We asked Canada Life Asset Management’s managers and research specialists what UK investors might expect in 2021 and beyond.

View article

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Global recovery: The next leg

Glitzy tech stocks have hogged the limelight during 2020’s astonishing market rebound. Now it could be time for dowdier areas of the equity market to shine as vaccines make a return to normal in 2021 increasingly likely. That’s good news for UK, European and emerging market equities.

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Paying the Bills

It’s been a true baptism of fire, but over its first reporting year the LF Canlife Diversified Monthly Income Fund has achieved what it set out do –  providing attractive, sustainable monthly income.

View article 

Contact us

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Craig Metcalf

Head of Strategic Alliances

07917 200783

craig.metcalf@canadalife.co.uk