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.
With more than 25 years’ experience investing in Asia Pacific, fund manager Kim Lee brings a deep understanding of the region that allows her to find companies with attractive growth potential.
The fund typically invests in 10 or more countries in the region with a unique approach for each market. Lee has 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.
Kim Lee’s 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.
Lead manager Kim Lee’s deep analysis of local policy and politics has given her great insight into local markets as she executes a top-down approach to investing paired with bottom-up stock-picking.
Her ability to take an unconstrained approach to managing the portfolio means she’s not tethered to the market so she can, and has, taken positions that deviate from the consensus.
Lee follows 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, Lee will operate each lever individually or together so as to optimise portfolio returns. The fund’s nimble approach allows her to move quickly to build positions that add value to the fund whether through country allocation, sector selection or bottom-up stock selection.
Senior Portfolio Manager, Asia Pacific ex-Japan Equities
Kim joined Canada Life Investments in April 2006 from Shell Pensions Management where she had spent 18 years primarily managing Asia Pacific ex-Japan funds.
Prior to that, Kim worked as a management trainee at Canadian Imperial Bank of Commerce. Kim holds a BSc in Management Science and an MSc in Computation from University of Manchester Institute of Science & Technology. She has a MBA from Manchester Business School.
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 6490
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CANADA LIFE INVESTMENTS HEAD OFFICE
T: +44 (0)20 7415 6490