TARGETING ATTRACTIVE MARKETS WORLDWIDE
Capitalises on growth opportunities and investment themes all over the world, predominantly focusing on five major regions: Asia Pacific, Europe, Japan, the UK and US.
Holding a blend companies that are best placed to prosper due to their market positions, product range, management teams, financial strength or other factors.
We believe in active management because it is the best 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 may lie and may diverge significantly 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.
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 this fund, Mike Willans seeks 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 of the fund managers within the International Equities team.
Stock selection is the result of collaboration between the lead manager and the regional specialists resulting in the highest 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 markets and the economy, reviewing and setting regional rankings for the quarter ahead. The allocation strategy involves the regional fund managers within the International Equity team and is heavily dependent on each member’s individual input, with the outcome being a rank of the regions with a recommended investment weighting.
Once the country-level asset allocation is in place, each regional manager recommends individual stocks based on their view of their respective market, with lead manager Mike Willans making the final decision. This is then followed by ongoing monitoring of the portfolio and regular conversation and debate with each regional manager.
Head of International Equities
Mike joined Canada Life Investments in October 1999 and was appointed Head of International Equities in March 2010.
He currently manages Global and North American equities. 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.
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
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 6490