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 whilst seeking to remain within a defined risk banding.
Essential features of the Fund
LF Canlife Portfolio V Fund
- The Fund invests primarily in funds which give exposure to asset classes across the globe including equities, fixed income, money market instruments, immovable property, commodities and cash
- It will usually invest in funds which Canada Life Asset Management manages
- With the exception of immovable property and commodities, the Fund may also invest directly in these asset classes mentioned above
How the Fund is managed
- The Fund has the discretion to invest in the investments as described above and seeks to retain an asset allocation, based on a third party's calculation of volatility. Dynamic Planner, an independent investment research agency has determined 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
- The Fund's underlying exposure to equities may be up to 75% of the value of the portfolio
- Dynamic Planner will undertake a quarterly review to assess asset allocation, volatility and fund size details to ensure they continue to meet their stated risk profile
- The Fund is assessed daily to measure exposure and balanced 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
Reasons to recommend
Client suitability
The Fund may not be appropriate for investors who to plan to withdraw their money within 5 years. It may be appropriate for investors seeking capital growth while also being able to accept a moderate level of risk.
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.
Proven track record
Canada Life Asset Management also has many years of proven capability in risk-targeted fund management, having launched similar Life & 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.
Fund comparison tool
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