Contact
Craig Metcalf
Head of Strategic Alliances
07917 200783
craig.metcalf@canadalife.co.uk
Risk-targeted and Risk-managed Multi-Asset funds
We offer five risk-targeted, globally-diversified Portfolio Funds, three risk managed funds and a diversified monthly income fund for those looking for income on a monthly basis. These suite of actively-managed funds aim to generate long-term capital growth by investing in a broad range of diversified portfolio assets.
All our multi-asset funds are available as a part of the Core Range offered by Canada Life’s The Retirement Account.
Risk targeted products
LF Canlife Portfolio III Fund
- Launch date 28/11/13
- Fund size £110.1m
- Number of holdings 15 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreLF Canlife Portfolio IV Fund
- Launch date 28/11/13
- Fund size £280.8m
- Number of holdings 19 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreLF Canlife Portfolio V Fund
- Launch date 28/11/13
- Fund size £229.9m
- Number of holdings 19 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreLF Canlife Portfolio VI Fund
- Launch date 28/11/13
- Fund size £113.7m
- Number of holdings 16 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreLF Canlife Portfolio VII Fund
- Launch date 28/11/13
- Fund size £34.6m
- Number of holdings 15 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreRisk managed funds
LF Canlife Managed 0%-35% Fund
- Launch date 31/07/17
- Fund size £28.8m
- Number of holdings 7 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreLF Canlife Managed 20%-60% Fund
- Launch date 22/03/19
- Fund size £32.8m
- Number of holdings 13 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreLF Canlife Managed 40%-85% Fund
- Launch date 28/03/94
- Fund size £200.1m
- Number of holdings 21 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreLF Canlife Diversified Monthly Income Fund
- Launch date 01/07/19
- Fund size £32.5m
- Number of holdings 98 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/03/22
Learn moreKey resources
Portfolio Funds Sales Aid - Adviser
Portfolio Funds Sales Aid - Client
Portfolio Funds Due Diligence Questionnaire
Benefits of Diversification
Governance Brochure
Latest features & articles
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How money market funds can add value to client portfolios
As a standalone asset class, cash is often deemed to be homogenous and – when left on deposit – it is.
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Capitalising on sustainability tailwinds
Rising energy costs may be causing pain for the property sector right now but could fuel its renewables transition.
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Stay the course
Stock market volatility has come back in full force in 2022, with rising inflation, the ongoing Covid-19 pandemic and Russia’s invasion of Ukraine all weighing on investor sentiment and portfolio returns.
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Knowing right from wrong but don’t get whipsawed by the noise
In times of war, we think of those less fortunate - the innocent caught up in conflict and the many displaced through the aggressive acts of a few.
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Resist over-reaching for bond yields
Corporate bonds have a key role to play in income portfolios, but investors may be exposing themselves to unintended risks, explains Jordan Sriharan, co-manager of the LF Canlife Diversified Monthly Income Fund.
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Roll with the times
Blending old and new industries in a global income portfolio can reduce a portfolio’s overall risk and make for more sustainable returns, says Jordan Sriharan, co-manager of the LF Canlife Diversified Monthly Income Fund.
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Mixed use with clear results: Reimagining the shopping centre
When British Home Stores (BHS) went out of business in 2016, it left a void on high streets and in shopping centres across the country.
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What’s under your risk profiled multi-asset bonnet?
Multi-asset funds can be seen as a vanilla and homogenous set, with the theory being that the risk profile dictates a portfolio’s asset allocation which in turn dictates the performance.
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Global Multi-Income: a modern approach for income-seekers
Global multi-asset approaches may offer income-seekers a smoother and more secure flow of regular returns, explains Jordan Sriharan, joint manager of the LF Canlife Diversified Monthly Income Fund.
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