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LF Canlife Balanced Fund

About the Fund

The LF Canlife Balanced Fund is an actively managed fund of funds that aims to achieve capital growth by holding a diversified portfolio of mainly growth assets. It offers exposure to a broader range of global equities, fixed income and cash. 

Essential features of the Fund

LF Canlife Managed Balanced Fund 

  • The Fund invests in a range of funds that themselves invest in markets worldwide

  • The Fund may have exposure to a broad range of global asset classes including equities, debt securities (government and corporate bonds including convertibles and preference shares), cash, near cash, money market instruments, immovable property, infrastructure and commodities
  • The underlying exposure to equities will range from 40% to 85% of the value of the portfolio

How the Fund is managed

  • This Fund aims to add value through both actively managed asset allocation and selective stock-picking and focuses on achieving higher returns
  • A quarterly tactical review of asset allocation, looking at government bonds vs corporate bonds for example
  • The review determine which asset classes to invest in and the weighting of those asset classes held by the Fund
  • The Fund has the discretion to invest in the investments as described above with no need to adhere to a particular benchmark
  • The Fund has no specific targets in relation to market or geographic sector

For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.

 

David Marchant

David Marchant

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Craig Rippe

Craig Rippe

Head of Multi-Asset

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Reasons to recommend

Capitalising on best investment opportunities

The Fund may not be appropriate for investors who plan to withdraw their money in five years.  It may be appropriate for investors seeking longer term capital growth while also being able to accept a higher level of risk.

Diversification

The Fund is constructed of a diversified portfolio consisting of a broad range of global assets (through collective investment schemes), including global equities, government and corporate bonds and UK property, providing a higher exposure to growth assets throughout an economic cycle.

In-house management expertise

By investing primarily in our own cost-effective range of actively managed funds, we are able to leverage the expertise of our in-house fund management teams and their long-term track records in fixed income, equities and property. The portfolio managers also have the ability to choose other external investment managers when an internal fund is not available or suitable.

This fund is available as part of the Core Range within Canada Life’s Retirement Account solution. For more information on this visit here.


The value of investments may fall as well as rise and investors may not get back the amount invested

The fund may invest in property funds that may be illiquid and subject to wide price spreads, both of which can impact the value of the fund. The value of the property is based on the opinion of a valuer and is therefore subjective.

Fund comparison tool

To compare a Canada Life Asset Management fund with any other in our range, please click 'add holding' and type the name of the desired funds.

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