LF Canlife
Balanced Fund

The LF Canlife Balanced Fund is an actively managed fund of funds* that aims to achieve capital growth by holding a diversified portfolio of mainly growth assets. It offers exposure to a broader range of global equities, fixed income and cash. *The fund may also invest in asset classes including equities, fixed income, money market instruments, immovable property, commodities and cash.

The chart below demonstrates how the Fund sits alongside the LF Canlife Managed 20%-60% Fund and the LF Canlife Managed 0%-35% Fund as a suite.

Target allocations set at 25/04/2019

FUND STRATEGY

Co-managed by Craig Rippe, Head of Multi-Asset, and David Marchant, CIO, the Fund’s strategy is to add value through both actively managed asset allocation and selective stock-picking. In comparison to the LF Canlife 20%-60% Fund the focus is on higher risk-returns. Investing primarily in our own range of actively managed funds, the Managers have access to the expertise of our in-house fund management teams and their long-term track records. This allows them to receive in-depth updates on positioning and activity within each fund and enables them to keep product costs down and focus on wider asset allocation decisions.

Please note prior to 14/07/14, the LF Canlife Balanced Fund was known as CF Canlife Balanced Unit Trust.

REASONS TO RECOMMENd

CAPITALISING ON BEST INVESTMENT OPPORTUNITIES

LONG-TERM INVESTMENT SOLUTION

DIVERSIFIED PORTFOLIO

INVESTING IN ACTIVE MANAGEMENT

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.

SHARE CLASS INFORMATION

Share
Class
ISIN SEDOL ONGOING
CHARGE
FIGURE(OCF)
ANNUAL
MANAGEMENT
CHARGE(AMC)
MINIMUM
INITAL
INVESTMENT*
MINIMUM
TOP UP*
C Acc GB00BKRC1N81 BKRC1N8 1.02% 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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