LF Canlife Managed
0%-35% Fund

The LF Canlife Managed 0%-35% Fund seeks to provide long-term capital growth and income through a diversified portfolio of UK income-generating assets – namely bonds, equities and direct property.

The manager, David Marchant, has a strong track record of delivering capital growth with low volatility, utilising a straightforward investment approach and simple portfolio construction. The strategy for the LF Canlife Managed 0%-35% Fund has been employed for the existing Canlife Managed (0%-35% Shares) Life and Pension Funds for more than a decade.

REASONS TO RECOMMEND

STABLE GROWTH AND INCOME
With interest rates close to historic lows and many global stock markets witnessing renewed volatility, the environment for investors seeking stable returns is becoming increasingly challenging. While conservative investors – such as those approaching or in retirement – still seek steady and reliable growth, a key priority remains capital preservation and consistent generation of income.


LOW VOLATILITY AND DIVERSIFICATION
Taking a diversified approach means you are not putting all your eggs in one basket. The fund aims to provide capital growth and income through allocation to UK assets - such as bonds, equities and property - while exhibiting low volatility through the cycle.


IN-HOUSE EXPERTISE
By investing in our own range of actively managed funds, we are able to tap the vast expertise of our in-house fund management teams and their long-term track records in fixed income, equity and property. Investing with them leaves the stock-picking decision makers with the real power to select the best assets to deliver income or growth.


STRONG TRACK RECORD
The existing Canlife Managed (0%-35% Shares) Life and Pension Funds have solid five and ten year track records.

 

 

HOW THE FUND IS MANAGED

Our strategy is straightforward. We seek to construct a diversified portfolio exhibiting low volatility, which delivers reasonably steady growth and income over a cycle. This fund is all about dampening down risk and fluctuations for investors, therefore we take no direct foreign exchange risk, only investing in sterling denominated assets.


At all times we seek a diversified portfolio, allocating across a broad range of UK assets – including income-orientated equities, property, as well as government bonds and corporate bonds. We continually look to focus on assets providing a competitive yield. Our fixed income allocation provides stability and income, with short duration bonds helping to cushion against any increase in interest rates.

SHARE CLASS INFORMATION

Share
Class
ISIN SEDOL ONGOING
CHARGE
FIGURE(OCF)1
ANNUAL
MANAGEMENT
CHARGE(AMC)
MINIMUM
INITAL
INVESTMENT2
MINIMUM
TOP UP2
B Acc GB00BZ005327 BZ00532 0.98% 0.65% £500 £100
B Inc GB00BZ005434 BZ00543 0.98% 0.65% £500 £100
C Acc GB00BZ005541 BZ00554 0.78% 0.45% £100,000 £100
C Inc GB00BZ005657 BZ00565 0.78% 0.45% £100,000 £100

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

 

FUND MANAGER

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

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