Senior Fund Manager, UK Equities
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 United Kingdom Investable Market Index (IMI).
LF Canlife UK Equity Fund
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
How the Fund is managed
The Fund uses primarily a bottom-up stock selection process, but is flexible, pragmatic and mindful of prevailing macroeconomic and market conditions, for example; interest rates, commodity prices and inflation
The Fund has a quality-growth orientation investing in mid-cap companies as well as large-cap companies and tries to identify key structural growth trends and invest in well-run companies in those areas.
Active management targeting consistent long-term performance
Our Fund Managers believe that making active portfolio management decisions is the best way to deliver performance over the long-term. Investments are generally made with a medium to long term investment horizon in mind but holdings are adjusted according to market conditions. The Fund may not be appropriate for investors who plan to withdraw their money within 5 years. Due to the underlying assets held, the price of the Fund is classed as having above average to high volatility.
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.
Over the past 30 years the central banks’ “carry regime” has supported the markets. That may no longer be possible if inflation is coming home.
Rising yields give a rare opportunity to buy quality growth companies at reasonable prices