CLAM CONTAINERS 680X392 144Dpi

LF Canlife Managed 0%-35% Fund

About the Fund

The LF Canlife Managed 0%-35% Fund is an actively managed fund of funds. It aims to provide long-term (more than five years) capital growth and income with low volatility by investing in a diversified portfolio of UK income-generating bonds, equities and direct property (via collective investment schemes). Up to 35% of the Fund can be invested in equities, but equity exposure is unlikely to exceed 30%.

Essential features of the Fund

LF Canlife Managed 0%-35% Fund 

    • At least 90% of the Fund is invested in other funds. These are usually funds managed by Canada Life Asset Management but it may also invest in funds managed by external managers
  • It can hold a diverse range of asset classes including equities, fixed income, other transferable securities, warrants, cash, near cash, money market instruments, immovable property and commodities
    • The fund manager decides the appropriate mix of asset classes to achieve the Fund’s objectives, while keeping the Fund’s exposure to property, equities and bonds within the following ranges:

How the Fund is managed

    • The fund manager decides which assets to invest in and how the portfolio should be  allocated between asset classes
  • A quarterly tactical review of asset allocation enables the fund manager to decide how to adjust the Fund’s short-term exposures to different asset classes in response to short- to medium-term market and economic developments
    • An annual strategic review of asset allocation is used to determine minimum and maximum allocations for each asset class

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

   

 

David Marchant

David Marchant

Learn more
Craig Rippe

Craig Rippe

Head of Multi-Asset

Learn more

Reasons to recommend

Targets stable growth and income

The Fund may not be appropriate for investors who plan to withdraw their money within five years of investing. It may be appropriate for investors seeking reasonably stable capital growth and income while also being able to accept some level of risk, in accordance with their risk profile.

Diversification

The Fund provides a straightforward and well-diversified portfolio consisting of a broad range of UK assets, including equities, government and corporate bonds and property (via collective investment schemes). The Fund is also designed to provide some exposure to growth assets throughout the economic cycle.

In-house management expertise

By investing in our own cost-effective range of actively managed funds, we are able to draw on the expertise of our in-house fund management teams and their long-term track records in fixed income, equities and property. The fund manager also has the ability to choose other external investment managers if 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.

Latest Market Insights & Fund Updates

Gold 432X216

Golden Nuggets to Manage Tail Risk

Gold appears to have acquired magnetic qualities in recent months, attracting investors and speculators alike. 

View article

Key Duplicate Asset Management 1440X520

Quality is key in today's uncertain climate

Ringing in the New Year can take on a meaning of its own when it comes to investing for retirement. Launched on the 1st  of July 2019 with the aim to provide a steady monthly income for investors, the LF Canlife Diversified Monthly Income Fund is celebrating its first January and has reason to since, despite increased volatility of late, it continues to deliver what it was designed to do.

View article 

Tech Driving Returns 432X216

LF Canlife multi-asset funds: Technology driving equity returns

Technology stocks have become the growth engine of investment, and are also providing new safe havens for hard times. Having the ability to invest skilfully in tech is now a must-have for multi-asset funds.

View article