David Marchant
Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.
LF Canlife Portfolio V Fund
About the Fund
The Fund aims to achieve long-term capital growth (over at least five years) while seeking to remain within a defined risk band.
Essential features of the Fund
LF Canlife Portfolio V Fund
- The Fund invests in funds that give exposure to asset classes across the globe including equities, government and corporate bonds, other transferable securities, immovable property and cash
- 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
- With the exception of immovable property, the fund manager may also invest up to 10% of the Fund directly in the asset classes mentioned above
- The Fund's exposure to equities may be up to 75% of the value of the portfolio
How the Fund is managed
- The fund manager has discretion to invest in the investments described above and seeks to retain an asset allocation that is based on a third party's calculation of volatility. Dynamic Planner, an independent investment research agency, has defined asset allocations for risk bands ranging between 1 and 10, with 1 being the lowest and 10 being the highest. LF Canlife Portfolio V Fund is aligned to Dynamic Planner’s strategic allocation for risk profile 5
- Dynamic Planner undertakes a quarterly review to assess asset allocation, volatility and fund size to ensure they continue to meet their stated risk profile
- The Fund is assessed daily to measure exposure and enable the portfolio to be rebalanced where necessary
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
Craig Rippe
Head of Multi-Asset
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To find out more, please get in touch with our distribution team.
Reasons to recommend
Client suitability
The Fund may not be appropriate for investors who to plan to withdraw their money within five years of making their investment. It may be appropriate for investors who are seeking capital growth while also being able to accept a moderate level of risk, in accordance with their risk profile.
In-house management expertise
By investing mainly 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.
Proven track record
Canada Life Asset Management has many years of proven capability in risk-targeted fund management, having launched similar life and pension funds in March 2008.
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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