LF Canlife
Balanced Fund

The LF Canlife Balanced Fund aims to achieve long term capital growth by holding a globally diversified portfolio of assets. It is a fund of funds that offers exposure to UK and international equities, fixed income and cash.

REASONS TO RECOMMEND

BEST OPPORTUNITIES
Our Balanced Fund enjoys the expertise of our in-house active fund managers across equities and fixed income, capitalising on investment opportunities wherever they may be around the world.

A LONG-TERM INVESTMENT SOLUTION
Fund manager David Marchant aims to achieve stable returns over the long-term by seeing through the short-term noise and looking at the bigger picture when making investment decisions.

DIVERSIFIED FOR A SMOOTHER JOURNEY
As a global, multi-asset fund, it pulls together assets from a variety of sources in order to smooth out the bumps along the way, whether they are blue chip stocks from America or high-tech companies in Asia Pacific.

INVESTING IN ACTIVE MANAGEMENT
We believe that active management is the best way to add value for investors and therefore this fund benefits from the decisions of our underlying, in-house managers who are empowered to make pragmatic decisions and take high-conviction positions.

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

In managing the fund, David Marchant seeks to add value through both asset allocation and his team’s stock selection decisions. Each quarter he chairs an in-house asset mix meeting that acts as a forum to debate and challenge ideas, and is attended by many of the investment professionals at Canada Life Investments. Each team shares their views, thoughts and convictions from the previous quarter and for the upcoming period.

The views from this quarterly meeting are then drawn upon during the subsequent quarterly Asset Allocation Group meeting, also chaired by David. This is a smaller group, featuring the heads of desk from UK Equities, International Equities, Fixed Income and Property. At the Asset Allocation Group meeting, the fund's asset allocation is reviewed to ensure that it is positioned to generate the greatest returns with a target allocation to each asset class relative to its peer group.

With the fund’s underlying holdings being in-house funds managed by Canada Life Investments, David is well placed to understand the individual fund objectives, the managers styles in different market conditions and any performance concerns.

In addition to the wider asset mix meeting, David has a formal quarterly meeting with each manager and ongoing dialogue in between the formal reviews. The Balanced Fund’s actual allocation versus the target allocation is reviewed weekly.


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

CF Canlife Balanced Fund Investment Process

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 1.03% 0.75% £100,000 £100
B Acc GB00BKRC1M74 BKRC1M7 1.28% 1.00% £500 £100

FUND MANAGER

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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