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 £111.3m
- Number of holdings 14 funds
- Legal structure OEIC
- Domicile UK
* data as at 30/06/21
Learn moreLF 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
Learn moreLF 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
Learn moreLF 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
Learn moreLF 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
Learn moreRisk 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
Learn moreLF 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
Learn moreLF 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
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 30/06/21
Learn moreLatest features & articles
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Hybrid working: the best of both?
We have a tantalising opportunity to bring together the best aspects of remote and office working. Companies, employees and investors all stand to benefit if they can find the right mix.
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Why Central Bankers Can’t Walk and Run at the Same Time
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
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In 10 - Does the UK Office Have a Future?
As the UK gears up to head back into the office, Ben Wood and Suzima Abu-Zarin, co-managers of the LF Canlife UK Property ACS, discuss the future of the office sector after Covid.
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Marshmallows tomorrow
The UK government’s decision to delay full reopening of the UK for a further month was unwelcome news for many but it won’t derail the economic recovery. On the bright side, UK property investors have an extended buying opportunity.
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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.
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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.
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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.
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In uncertain times, liquidity is paramount
Investors are increasingly looking to money market funds to provide some stability in uncertain times. Steve Matthews, manager of the LF Canlife Sterling Liquidity Fund discusses the importance of liquidity and quality, and the challenges of providing an attractive yield.
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Retail Therapy
The pandemic has accelerated changes in UK shopping habits, creating a 20-40% oversupply of retail space.
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
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