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. 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%.
LF Canlife Managed 0%-35% Fund
How the Fund is managed
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
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.
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.
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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.
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.
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.