Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.
The LF Canlife Managed 0%-35% Fund is an actively managed fund of funds that aims to provide long-term capital growth and income with low volatility by investing in a diversified portfolio of UK income-generating bonds, equities and direct property through collective investment schemes. While the Fund may have up to 35% exposure to equities, it is normally no more than 30%.
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
The Fund may not be appropriate for investors who plan to withdraw their money within five years. It may be appropriate for investors seeking reasonably stable capital growth and income while also being able to accept some level of risk.
The Fund is straightforward with the construction of a diversified portfolio consisting of a broad range of UK assets, including equities, government and corporate bonds and property (through collective investment schemes), providing some exposure to growth assets throughout an economic cycle.
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.
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.
To mark the fourth anniversary of pension freedoms on April 6th, we consider how investing at income drawdown is evolving today given Brexit and other growing uncertainties affecting the markets.
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.
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.