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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 £111.3m
  • Number of holdings 14 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/21

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LF Canlife Portfolio IV Fund

  • Launch date 28/11/13
  • Fund size £267.9m
  • Number of holdings 18 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/21

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LF Canlife Portfolio V Fund

  • Launch date 28/11/13
  • Fund size £207.0m
  • Number of holdings 18 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/21

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LF Canlife Portfolio VI Fund

  • Launch date 28/11/13
  • Fund size £103.3m
  • Number of holdings 15 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/21

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LF Canlife Portfolio VII Fund

  • Launch date 28/11/13
  • Fund size £40.9m
  • Number of holdings 13 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/04/21

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Risk managed funds 

LF Canlife Managed 0%-35% Fund

  • Launch date 31/07/17
  • Fund size £33.9m
  • Number of holdings 7 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/21

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LF Canlife Managed 20%-60% Fund

  • Launch date 22/03/19
  • Fund size £34.6m
  • Number of holdings 10 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/21

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LF Canlife Managed 40%-85% Fund

  • Launch date 28/03/94
  • Fund size £199.5m
  • Number of holdings 20 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/21

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LF Canlife Diversified Monthly Income Fund

  • Launch date 01/07/19
  • Fund size £30m
  • Number of holdings 95 funds
  • Legal structure OEIC
  • Domicile UK

* data as at 30/06/21

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Key resources

Portfolio Funds Sales Aid - Adviser
Portfolio Funds Sales Aid - Client
Investment Approach and Fund Governance
Benefits of Diversification - Patchwork
Portfolio Funds Due Diligence Questionnaire
Portfolio Funds Suitability Letter

Contact us

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Contact

Craig Metcalf
Head of Strategic Alliances

07917 200783

craig.metcalf@canadalife.co.uk