LF Canlife Managed
0%-35% Fund

The LF Canlife Managed 0%-35% Fund is an actively managed fund of funds* that aims to provide long term capital growth and steady income with low volatility by investing in a diversified portfolio of UK income-generating bonds, equities and direct property. 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. While the fund may have up to 35% exposure to equities, it is normally no more than 30%. *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.

Target allocations set at 25/04/2019

FUND OBJECTIVE

Co-Managed by Craig Rippe, Head of Multi-Asset, and David Marchant, CIO, the Fund’s strategy is straightforward with the constructing of a diversified portfolio that exhibits low volatility and aims to deliver reasonably steady growth and income over an economic cycle. This fund is about dampening down risk and fluctuations; as it only invests in sterling denominated assets, there are no direct foreign exchange risks. 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 not only allows the Managers to receive in-depth updates on the positioning and activity within each fund, but also enables them to keep product costs down and focus on wider asset allocation decisions.

REASONS TO RECOMMEND

TARGETS STABLE GROWTH AND INCOME

AIMS FOR LOW VOLATILITY AND DIVERSIFICATION

IN-HOUSE EXPERTISE

STRONG TRACK RECORD

 

 

              

 

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)1
ANNUAL
MANAGEMENT
CHARGE(AMC)
MINIMUM
INITAL
INVESTMENT2
MINIMUM
TOP UP2
C Acc GB00BZ005541 BZ00554 0.83% 0.45% £100,000 £100
C Inc GB00BZ005657 BZ00565 0.83% 0.45% £100,000 £100

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

 

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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