With its go-anywhere approach to the global fixed income market, the fund aims to generate an attractive income from investment grade bonds while keeping risk under control.
In addition to income, the fund represents a long-term investment solution that also offers the prospect of sustainable growth, making it an essential building block in a diversified investment portfolio
As a truly global bond fund, investors in the LF Canlife Global Bond Fund benefit from a broad diversification across government and corporate bonds, but also currencies, countries, maturities and sectors.
DRAWING ON EXPERIENCE
The 17-strong fixed income team at Canada Life Investments is responsible for managing more than £25bn of fixed income assets across conventional fixed interest, index-linked gilts, corporate credit and overseas bonds.
Past performance is not a guide to future performance. The value of investments may fall as well as rise and investors may not get back the amount invested. Income from investments may fluctuate. Currency fluctuations can also affect performance. Performance figures are on a bid to bid with net income reinvested basis. Valuations are based on the previous day's prices.
The LF Canlife Global Bond Fund aims to provide income with the potential for some long-term capital growth principally through investment in global fixed income securities. It has the freedom to invest across the full range of investment-grade fixed income assets, using a generally conservative approach, and principally invests in investment grade securities that include government and corporate bonds (financials and non-financials).
David Arnaud’s investment approach is driven by the combination of macroeconomic factors such as views on global growth, inflation and interest rate movements, and thorough credit analysis that enables him to identify the strengths and weaknesses of investable assets. This determines the appropriate portfolio’s mix of interest rate, duration and credit exposures while keeping currency risk to a minimum.
In managing the portfolio, David draws on Canada Life Investments’ extensive in-house credit research capabilities, which helps him to form fundamental, bottom-up views on individual fixed income securities, as well as duration positioning and top-down macroeconomic trends.
Liquidity is a key element of successful bond investment, allowing us to implement changes in our views and to ensure maximum adaptability in the context of an ever-changing world.
Senior Fund Manager, Fixed Income
David joined Canada Life Investments in 2006 as a credit analyst and was promoted to fund manager in October 2009.
David's previous investment roles include working as an investment analyst at AGF Private Equity in Paris and as a credit analyst at Fortis Bank. David holds an MSc in Economics & Management and a Postgraduate diploma in Financial Engineering & Corporate Finance, both from Paris Dauphine University. He is a CFA charterholder.
Fund Manager, Fixed Income
Kshitij (KJ) joined Canada Life Investments in 2016 as a fund manager.
Prior to joining Canada Life Investments, KJ traded European investment grade and crossover corporates as a market maker at Morgan Stanley. KJ holds an MSc in Operational Research from the London School of Economics. He is a CFA charterholder.
Interested in this fund and would like to find out more?
Contact our team who will be happy to answer any questions you may have about this fund.
+44 (0)20 7415 6490
INVESTOR SERVICES AND DEALING TEAM
T: 0345 606 6180 (Mon-Fri, 08:30 - 17:30)
Dealing: Select Option 1
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Fax: 0113 224 6001
Please note that calls may be recorded for training and monitoring purposes
CANADA LIFE INVESTMENTS HEAD OFFICE
T: +44 (0)20 7415 6490