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 £109.8m
- Number of holdings 14 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/04/21
Learn moreLF Canlife Portfolio IV Fund
- Launch date 28/11/13
- Fund size £264.6m
- Number of holdings 18 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/04/21
Learn moreLF Canlife Portfolio V Fund
- Launch date 28/11/13
- Fund size £201.9m
- Number of holdings 18 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/04/21
Learn moreLF Canlife Portfolio VI Fund
- Launch date 28/11/13
- Fund size £100.2m
- Number of holdings 15 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/04/21
Learn moreLF Canlife Portfolio VII Fund
- Launch date 28/11/13
- Fund size £39.5m
- Number of holdings 13 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/04/21
Learn moreRisk managed funds
LF Canlife Managed 0%-35% Fund
- Launch date 31/07/17
- Fund size £34.8m
- Number of holdings 7 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/04/21
Learn moreLF Canlife Managed 20%-60% Fund
- Launch date 22/03/19
- Fund size £34.2m
- Number of holdings 10 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/04/21
Learn moreLF Canlife Managed 40%-85% Fund
- Launch date 28/03/94
- Fund size £198.8m
- Number of holdings 21 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/04/21
Learn moreLF 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 30/04/21
Learn moreLatest features & articles
-
Protecting Capital in a Rising Rate Environment
The last 12 months have seen fixed income assets fall in value at different times, for different reasons. The onset of the covid-19 crisis in March 2020 saw credit spreads widen significantly, negatively impacting the performance of credit-focused bond funds.
-
The Polluter Pays ― If They Want To
Current carbon-offset arrangements are complex, inefficient and, for most companies, voluntary. Companies should start preparing now for a tougher regime.
-
Short Stories
Short-duration bonds aren’t purely a defensive play. Mike Count, Senior Fund Manager of the LF Canlife Short Duration Corporate Bond Fund, sees selective opportunities for attractive returns among recovery and growth names.
-
Rising yields offer silver lining for contrarian investors
Rising yields could be good news for companies with defined benefit pension scheme deficits and for insurers that buy out unwanted schemes
-
Good quality never really goes out of fashion
Rising yields give a rare opportunity to buy quality growth companies at reasonable prices.
-
Boomtime
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.
-
Cut Down the Hedge for a Better View of Global Bond Opportunities
Fixed income investors may be missing a trick by only allocating to hedged global fixed income products.
-
Peak Yields Ahead
After a strong 2020, during which the LF Canlife Global Macro Bond Fund delivered a return in excess of 9.5%, the first three months of 2021 have proved much harder going. Bond yields have been rising more quickly than expected, with a 70bps upward movement in 10-year US Treasury yields at the start of 2021.
-
Is Inflation Good?
Inflation could be making a come-back. Who will benefit?
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
