1360X784 Section Header 01

LF Canlife Asia Pacific Fund

About the Fund

The Fund aims to achieve capital growth over any five-year period, after all costs and charges have been taken. The Fund’s comparator benchmark is the MSCI All Countries Asia Pacific Ex Japan Net Return Index.

 

 

Essential features of the Fund

LF Canlife Asia Pacific Fund 

    • Style agnostic
  • Invests at least 80% of its assets in companies that are incorporated or domiciled in the Asia Pacific region, excluding Japan but including regional emerging markets
  • Can invest across industry sectors without limitation
  • The Fund may also invest in real estate investment trusts (REITs) and hold up to 20% of its assets by value in debt securities such as (corporate bonds, government and public securities), money market instruments, deposits and cash
  • Investment in collective investment schemes is limited to 10% of Fund’s assets
  • The Fund may use derivatives for the purpose of efficient portfolio management
  • Up to 25% of the Fund’s holdings by value may be used to generate additional income from stock lending

For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.

How the Fund is managed

    • Top-down country selection – Understanding the macroeconomic picture of the region and its constituent countries is essential for identifying the best places to invest. Analysing the politics, public policy and economic cycle of each country, as well as general sentiment, helps to form a view of which markets might provide the best opportunities
  • Fundamental analysis – specific holdings are determined through research that is undertaken by the Canada Life Asset Management’s equities team, including company visits and conferences.  The choice spans a variety of industries, services and geographical locations, allowing the manager to gain targeted exposure
  • Sector selection - Sector allocations are important in order to ensure balance and diversification. Typically, macro and market views are considered in order to balance the portfolio across factors such as growth, cyclicality and defensiveness. Additionally, the desired exposure to trends such as in bond yields and commodity prices are key considerations. This approach to portfolio construction aims to deliver a diversified source of return from both a capital and income perspective
  • Stock selection - typically across companies of all sizes, from large well-knowns to smaller scale operations.  The stock selection process itself takes into account several factors. These include the company’s market position, quality of its brand and underlying assets, how it fits in with current market and economic trends, and the specific drivers behind earnings and dividend growth. The managers will also conduct a thorough analysis of a company’s

Reasons to recommend

Flexible approach

The fund typically invests in ten or more countries with a different approach for each market. The managers have the freedom to invest wherever the opportunities lie without being unduly tied to benchmark weightings or specific country allocations

Active management

Asia is a highly diverse region where an investor cannot succeed by simply taking on passive exposure to all countries. Investing here requires good knowledge of each country and their financial markets in order to unearth compelling investment opportunities

Blended performance

The investment approach combines the benefits of taking a top-down, macroeconomic view of each economy as well as a bottom-up approach to stock selection in order to achieve the best positioning for prevailing market conditions

 

The value of investments may fall as well as rise and investors may not get back the amount invested

Due to the underlying assets held, the price of the fund is classed as having above average to high volatility.

Fund Managers
Ming Kemp

Ming Kemp

Fund Manager, Asia Pacific

Learn more
Sales contact
Gettyimages 723507887

Adam Creed

Sales Director – Discretionary and Group

020 7415 6488

adam.creed@canadalife.co.uk

Latest Market Insights & Fund Updates

1360 X 784 Section Header Tea;

Canada Life Asset Management welcomes new Asia fund manager

Read more
CLAM Global Recovery 432X216px

Global recovery: The next leg

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. 

 

View article
Boomtime 432X216

Booomtime

Consumers have a record cash hoard burning a hole in their pockets. Investors may be drastically underestimating the strength and speed of the impending economic recovery

View article