CF Canlife
Strategic Return Fund

Canada Life Investments and Panagora Asset Management have partnered to offer the CF Canlife Strategic Return Fund. The CF Canlife Strategic Return Fund is a globally diversified multi-asset fund that aims to achieve a positive return through varying market environments while maintaining a moderate level of volatility. It is a long-term investment solution that aims to achieve a return of cash + 5% pa over a period of at least five years. Capital is at risk and there is no guarantee that a positive return will be delivered over that or any time period. 

REASONS TO RECOMMEND

A LONG-TERM INVESTMENT SOLUTION
The fund is designed to deliver results through varying market environments over the long term, targeting cash + 5% pa over a period of at least five years by carefully balancing risk throughout the portfolio.

DIVERSIFIED FOR A SMOOTHER JOURNEY
As a global, multi-asset fund, it seeks to generate stable returns and reduce the impact of falling markets by holding a wide range of diversified assets.

DYNAMIC RISK-BALANCED APPROACH
In keeping with our belief that active management adds value for investors, the management team actively balances the risks of different asset classes to offer improved diversification. As market conditions evolve, so too does the fund.

STRICT VOLATILITY MANAGEMENT
The fund seeks to achieve long-term stable returns by targeting a moderate volatility level
of 7.8% - 10.4%.

MANAGEMENT EXPERTISE
The fund is managed by PanAgora Asset Management’s 14-strong multi-asset team, which has managed risk-balanced strategies since 2006. PanAgora is part of the Great-West Lifeco group, the parent company of Canada Life Investments.

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

Investment decisions in the fund are based on the allocation of risk to each asset class rather than the allocation of capital. Our approach to risk balancing addresses the problem of risk concentration often seen in traditional portfolios. The portfolio is constructed so that risks are balanced across as well as within asset classes. The result is a fund that aims to generate attractive returns with more stability and greater downside protection when compared to other, more concentrated, approaches to investing.

When building the portfolio, our management team pays attention to different sources of return, whether they are direct exposure to the markets in general or to other factors, such as value and momentum investing.

In addition to this, the team continually fine-tunes the portfolio to ensure that it is achieving its objectives. Risk exposures are adjusted and dynamically balanced on an ongoing basis in order to adapt to changing market conditions and the managers identify and capitalise on investment opportunities when they arise. This should result in a further improvement to the stability of returns and enhance downside protection in the portfolio.

SHARE CLASS INFORMATION

Share
Class
ISIN SEDOL ONGOING
CHARGE
FIGURE(OCF)
ANNUAL
MANAGEMENT
CHARGE(AMC)
MINIMUM
INITAL
INVESTMENT*
MINIMUM
TOP UP*
C Acc GB00BKRC1831 BKRC183 0.99% 0.75% £100,000 £100
B Acc GB00BKRC1724 BKRC172 1.24% 1.00% £500 £100

*Minimum investments only apply when investing directly with Canada Life Investments

FUND MANAGERS

The fund is managed by PanAgora Asset Management’s 14-strong Multi Asset team that has managed risk-balanced strategies since 2006. The team is led by Edward Qian, CIO and Head of Research for multi-asset strategies.

Founded in 1989, PanAgora is a Boston, US-based asset manager that has £23bn of assets under management and is majority owned by Putnam Investments. Putnam is owned by Great-West Lifeco, the parent company of Canada Life Investments.

IMPORTANT INFORMATION

The fund aims to achieve a positive return that is independent of prevailing economic or market conditions over a rolling period of at least five years. Capital is at risk and there is no guarantee that a positive return will be delivered over that or any time period.

The fund is almost wholly invested through derivatives and maintains high levels of UK and US government debt securities and cash that serve as margin or collateral on the derivative positions.

Derivatives are complex instruments that may result in gains or losses that are greater than the original amount invested.

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 6490

Email Icon contactclinvestments@canadalife.co.uk

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