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.
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
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
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
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
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.
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.
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.
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
Enquiries: Select Option 2
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 6546