Senior Fund Manager, UK Equities
The Fund aims to provide an income and the potential for 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 Income 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
Due to the impact of compounding, history shows that reinvested dividends account for the bulk of equity market returns
Active management targeting consistent long-term outperformance
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 actively according to 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.
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.
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