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.
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.
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.
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.
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.
1Estimated OCF. 2Minimum investments only apply when investing directly with Canada Life Investments
Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.
David took over as Chief Investment Officer, Canada Life Limited and Managing Director, Canada Life Asset Management Limited in July 2013. He oversees all investment functions including fixed income, equities, real estate, commercial mortgages as well as marketing and distribution.
David has over 30 years’ industry experience, with investment experience in both equities and bonds. He joined Canada Life Investments in November 2010 as Head of Securities having previously been Head of Global Equities at Insight Investment. David also held the role of Assistant General Manager at Equitable Life, where he had earlier been Head of Fixed Income and Head of Far Eastern Equities. David has a BA in Economics and Econometrics from Nottingham University and an MBA from City University.
Head of Multi-Asset
Craig joined Canada Life Investments in March 2004. He became Head of UK Equities in March 2010 and was most recently appointed Head of Multi-Asset in May 2018.
He previously managed income funds at Govett Investment Management Limited and prior to that worked at Deloitte Touche. Craig has a BSc in Mathematics from Warwick University. He is a Chartered Accountant and a CFA charterholder.
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.
+44 (0)20 7415 6490
INVESTOR SERVICES AND DEALING TEAM
T: 0345 606 6180 (Mon-Fri, 08:30 - 17:30)
Dealing: Select Option 1
Enquiries: Select Option 2
Fax: 0113 224 6001
Please note that calls may be recorded for training and monitoring purposes
CANADA LIFE INVESTMENTS HEAD OFFICE
T: +44 (0)20 7415 6490