LF Canlife
Global Equity Fund

The LF Canlife Global Equity Fund aims to generate long-term capital growth by identifying and  investing in market opportunities around the world. The portfolio contains a blend of shares from major US retailers to European pharmaceuticals.

REASONS TO RECOMMEND

TARGETING ATTRACTIVE MARKETS WORLDWIDE
Capitalises on growth opportunities and investment themes globally, predominantly focusing on five major regions: Asia Pacific, Europe, Japan, the UK and the US

GLOBALLY DIVERSIFIED
Holding a mix of companies that are well placed to prosper due to their market positions, product range, management teams, financial strength or other impacting factors

PRAGMATIC DECISIONS
We believe in active management because it is the most effective way to deliver superior returns, but above all, we encourage our managers to make pragmatic decisions when the circumstances demand it

HIGH CONVICTION, UNCONSTRAINED APPROACH
An actively managed portfolio of high-conviction ideas that has the freedom to invest wherever the opportunities lie and diverge from consensus

MANAGEMENT EXPERTISE
Manager Mike Willans has more than 25 years of investment experience and draws on the insights of a highly experienced team of global equity specialists with long track records in their own rights. Bimal Patel joined Canada Life Investments' international equities team in September 2013

 

FUND PERFORMANCE

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.

HOW THE FUND IS MANAGED

When managing the Fund, the managers' seek to add value through both asset allocation and stock selection. The fund's asset allocation strategy is reviewed on a quarterly basis following input from each fund manager within the International Equities team.

Stock selection is based on collaboration between the management team and regional specialists identifying high conviction ideas from around the world. The Fund’s country-level allocation is determined on a quarterly basis when the International Equities team discusses their views on individual markets and the global economy, reviewing and setting regional rankings for the quarter ahead. The allocation strategy is heavily dependent on each regional fund manager's individual input, with the outcome being a rank of the regions and a recommended investment weighting.

Once the country-level asset allocation is in place, each regional fund manager recommends individual stocks based on their view of their respective market, with managers' Mike Willans and Bimal Patel making the final decision. This is then followed by ongoing monitoring of the portfolio and regular conversation and debate with the team.

SHARE CLASS INFORMATION

Share
Class
ISIN SEDOL ONGOING
CHARGE
FIGURE(OCF)
ANNUAL
MANAGEMENT
CHARGE(AMC)
MINIMUM
INITAL
INVESTMENT*
MINIMUM
TOP UP*
C Acc GB00B78SPK99 B78SPK9 0.82% 0.75% £100,000 £100

FUND MANAGEment team

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.

Tel Icon +44 (0)20 7415 6546

Email Icon contactclinvestments@canadalife.co.uk

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