David Marchant
Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.
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.
LF Canlife Managed 0%-35% Fund
How the Fund is managed
For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.
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.
Diversification
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.
Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.
Head of Multi-Asset
Fund Manager, Multi-Asset
Craig Metcalf
Head of Strategic Alliances
07917 200783
craig.metcalf@canadalife.co.uk
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