LF Canlife
Diversified Monthly Income Fund

The LF Canlife Diversified Monthly Income Fund is a diversified portfolio of income-generating assets, including global company shares, international government and corporate bonds, as well as property. The Fund’s objective is to provide an income on a monthly basis to investors through the use of dividends, interest payments and rental income from these assets along with long-term capital growth potential. 

FUND STRATEGY

The Portfolio Manager, Craig Rippe who is head of Multi-Asset at Canada Life Investments, undertakes active asset allocation with particular focus on both valuation and yield. A review takes place at least quarterly and determines target weights for a range of asset classes; for example, whether government or corporate bonds are preferred and within which regions. At an individual company or sector level, the Portfolio Manager will consider investments that in their opinion could potentially provide well-supported and growing distribution together with prospects for capital preservation and growth.

Asset Class

Minimum %

Maximum %

Property

0

20

Company shares

25

55

Government and Corporate Bonds

30

70

REASONS TO RECOMMEND

RETIREMENT INCOME SOLUTION WITH MONTHLY INCOME

The increased flexibility for taking in income at retirement has prompted more people to consider new opportunities, and this Fund aims to provide investors with both a regular monthly income and the prospect of long-term capital growth.

DIVERSIFIED GLOBAL INVESTMENTS

The Fund is invested across a broad range of different asset classes, including company shares and bonds, as well as property, and in a wide range of geographic regions, sectors and small, medium and large companies. This level of diversification allows the Portfolio Manager to spread risk and increase the universe of investment opportunities.

HIGH QUALITY ASSETS

The Portfolio Manager considers investment in individual securities which in their opinion have a robust business model, a strong balance sheet and market share and the ability to provide stable and/or growing level of distribution.

MANAGEMENT EXPERTISE

We believe that active fund management is the best way to add value for investors and this Fund benefits from our in-house managers who are experienced at making pragmatic decisions and taking on high-conviction positions.

The value of investments may fall as well as rise and investors may not get back the amount invested

FUND PERFORMANCE

SHARE CLASS INFORMATION

Share
Class
ISIN SEDOL ONGOING
CHARGE
FIGURE(OCF)1
ANNUAL
MANAGEMENT
CHARGE(AMC)
MINIMUM
INITAL
INVESTMENT2
MINIMUM
TOP UP2
C Acc GB00BK5BDK84 BK5BDK8 0.65% 0.50% £100,000 £100
C Inc GB00BK5BDD18 BK5BDD1 0.65% 0.50% £100,000 £100

1Estimated OCF. 2Minimum investments only apply when investing directly with Canada Life Investments

 

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 6546

Email Icon contactclinvestments@canadalife.co.uk

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