POTENTIAL FOR GROWTH
Despite a decade of deflation, Japan’s government has introduced measures intended to foster growth and kick-start the economy and the fund is well positioned to benefit from a revival.
The fund invests across the entire spectrum of companies in Japan, whether they are blue chip mega-caps, dynamic and nimble mid-caps or fast-growing smaller companies.
Fund manager Duncan Mackay’s approach includes face-to-face meetings with a wide range of companies each year and trips to Japan in order to develop a deep understanding of the country’s corporate culture and the way its markets operate.
A BLENDED APPROACH
Duncan Mackay employs a combination of top-down and bottom-up investing, focusing on understanding how individual sectors will perform in the prevailing global economic environment when allocating his sector stance. He then applies thorough analysis in the area of stock selection to populate these sectors with high-conviction ideas.
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. Due to the underlying assets held, the price of the fund is classed as having above average to high volatility.
Fund Manager, Japanese Equities
Duncan joined Canada Life Investments’ international equities team in November 2010.
He is now manager of the LF Canlife Japan fund, with the support of Mike Willans as Head of International Equities, who has overseen the fund since 1999. Previous experience includes roles at Principal Investment Management and AEGON Asset Management where he focused on international and European equities. Duncan holds an MA in Economics and Finance from the University of Aberdeen 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 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