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LF Canlife Managed 20%-60% Fund

About the Fund


The LF Canlife Managed 20%-60% Fund is an actively managed fund of funds that aims to generate long term (in excess of 5 years) capital growth by investing in a broad range of diversified portfolio assets, including global bonds and equities as well as UK commercial property through collective investment schemes. Whilst the Fund can invest up to 60% in equities, the exposure to equities is normally no more than 55% of the value of the Fund.

 

 

Essential features of the Fund

LF Canlife Managed 20%-60% Fund 

  • The Fund invests at least 90% in other funds.  It will invest in funds which are managed by Canada Life Asset Management but it may also invest in other funds, including ETFs
  • The Fund may have exposure to a range of asset classes (both UK and overseas) 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 Fund can also invest up to 10%  directly in the asset classes stated above (except immovable property, infrastructure and commodities) and invest in investment trusts (including Real Estate Investment Trusts), closed ended funds and hedge funds
  • The underlying exposure to equities will range from 20% to 60% of the value of the portfolio

How the Fund is managed

  • An annual strategic review of asset allocation, looking at the minimum and maximum allocation bands for each asset class
  • A quarterly tactical review of asset allocation, looking at government bonds vs corporate bonds and in which regions they are preferred
  • The reviews determine which asset classes to invest in and the weighting of those asset classes held by the Fund

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

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

Diversification
The Fund is straightforward with the construction of a diversified portfolio consisting of a broad range of global assets, including global equities, government and corporate bonds and UK property, providing constant 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

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