The LF Canlife Asia Pacific Fund aims to provide capital growth mainly from investment in company shares in the fast-growing and dynamic Asia Pacific region, excluding Japan. Managed in a high-conviction and unconstrained approach, the fund is primarily driven by a top-down view of each market but also seeks to achieve growth through bottom-up investing in stock themes.
The fund typically invests in ten or more countries in the region with a unique approach for each market. The managers' have the freedom to invest wherever the opportunities lie without being tied to benchmark weightings or specific country allocations.
HIGH CONVICTION, ACTIVE MANAGEMENT
Asia is not a region where an investor can succeed by simply taking on passive exposure to all countries. Investing here requires in-depth knowledge of each country and their financial markets in order to unearth compelling investment opportunities.
The investment approach combines the benefits of taking a top-down, macroeconomic view of each economy as well as a bottom-up approach to stock selection in order to achieve the best positioning for prevailing market conditions.
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.
Deep analysis of local policy and politics allows insight into local markets as the management team execute a top-down approach to investing paired with bottom-up stock-picking.
The ability to take an unconstrained approach to managing the portfolio means the managers are not tethered to the market so they can, and have, taken positions that deviate from the consensus.
The managers' follow three integrated steps that can be seen as the three ‘levers’ that drive portfolio construction. These consist of:
Depending on the stage of the economic cycle and market conditions, they will operate each lever individually or together so as to optimise portfolio returns. The fund’s nimble approach allows the managers to quickly build positions that add value to the fund whether through country allocation, sector selection or bottom-up stock selection.
Head of Equities
Mike joined Canada Life Investments in October 1999. He became Head of International Equities in March 2010 and was most recently appointed Head of Equities in May 2018.
Mike's investment experience stretches back to 1986 when he worked as a fund manager at Kleinwort Benson. After five years at Manulife, Mike went to Lazards as Head of Japanese Equities in 1995, moving to NPI before joining Canada Life Investments.
Fund Manager, Global Equities
Bimal joined Canada Life Investments' international equities team in September 2013.
He is now co-manager of the LF Canlife Global Equity fund, LF Canlife North American Fund and LF Canlife Asia Pacific Fund. Bimal holds a BSc in Mathematics with Economics from the London School of Economics and is a CFA Charterholder.
Due to the underlying assets held, the price of the fund is classed as having above average to high volatility.
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 6546
INVESTOR SERVICES AND DEALING TEAM
T: 0345 606 6180 (Mon-Fri, 08:30 - 17:30)
Dealing: Select Option 1
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CANADA LIFE INVESTMENTS HEAD OFFICE
T: +44 (0)20 7415 6546