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LF Canlife Managed 0%-35% Fund

About the Fund

The Fund aims to achieve capital growth and income over any five-year period, after all costs and charges have been taken. The Fund’s comparator benchmark is the IA Mixed Investment 0-35% Shares Sector.

Essential features of the Fund

LF Canlife Managed 0%-35% Fund 

    • At least 90% of the Fund is invested in other funds. These are usually funds managed by Canada Life Asset Management but it may also invest in funds managed by external managers
  • It can hold a diverse range of asset classes including equities, fixed income, other transferable securities, warrants, cash, near cash, money market instruments, immovable property and commodities
    • The fund manager decides the appropriate mix of asset classes to achieve the Fund’s objectives, while keeping the Fund’s exposure to property, equities and bonds within the following ranges:

How the Fund is managed

    • The fund manager decides which assets to invest in and how the portfolio should be  allocated between asset classes
  • A quarterly tactical review of asset allocation enables the fund manager to decide how to adjust the Fund’s short-term exposures to different asset classes in response to short- to medium-term market and economic developments
    • An annual strategic review of asset allocation is used to determine minimum and maximum allocations for each asset class

For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.




Reasons to recommend

Targets stable growth and income

The Fund may not be appropriate for investors who plan to withdraw their money within five years of investing. It may be appropriate for investors seeking reasonably stable capital growth and income while also being able to accept some level of risk, in accordance with their risk profile.


The Fund provides a straightforward and well-diversified portfolio consisting of a broad range of UK assets, including equities, government and corporate bonds and property (via collective investment schemes). The Fund is also designed to provide some exposure to growth assets throughout the economic cycle.

In-house management expertise

By investing in our own cost-effective range of actively managed funds, we are able to draw on the expertise of our in-house fund management teams and their long-term track records in fixed income, equities and property. The fund manager also has the ability to choose other external investment managers if an internal fund is not available or suitable.

This fund is available as part of the Core Range within Canada Life’s Retirement Account solution. For more information on this visit here.

The value of investments may fall as well as rise and investors may not get back the amount invested

The fund may invest in property funds that may be illiquid and subject to wide price spreads, both of which can impact the value of the fund. The value of the property is based on the opinion of a valuer and is therefore subjective.

Fund Managers
David Marchant

David Marchant

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Craig Rippe

Craig Rippe

Head of Multi-Asset

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Jordan Sriharan

Jordan Sriharan

Fund Manager, Multi-Asset

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Sales contact
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Craig Metcalf
Head of Strategic Alliances

07917 200783


Data Asset Management 1440X520

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