LF Canlife Managed
20%-60% Fund

The LF Canlife Managed 20%-60% Fund is an actively managed fund that aims primarily to generate long term (in excess of five years) capital growth by investing in a broad range of diversified portfolio assets. It is a fund of funds that offers exposure to domestic and overseas bonds and equities as well as UK commercial property.

The chart below demonstrates how the fund sits between the LF Canlife Managed 0%-35% and the LF Canlife Balanced Fund.

HOW THE FUND IS MANAGED

The Managers – Craig Rippe, Head of Multi-Asset, and David Marchant, CIO, take an active approach with an aim to achieving long term (in excess of five years) capital growth.

The strategy is straightforward – they seek to construct a diversified portfolio consisting of a broad range of global assets to provide growth over an economic cycle. Assets include UK and global equities, government and corporate bonds and UK property. Exposure to equities is maintained within the range 20% to 60%.

REASONS TO RECOMMEND

LONG TERM GROWTH

Whilst maintaining a diversified portfolio, the Fund will always hold at least 50% exposure to equities and property, providing constant exposure to growth assets through the economic cycle.

DIVERSIFICATION

The Fund benefits from an active asset allocation strategy into a diverse range of asset classes enabling the Managers to mitigate asset-specific risk.

IN-HOUSE EXPERTISE

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 focus on wider asset allocation decisions and to keep the product costs down.

 

SHARE CLASS INFORMATION

Share
Class
ISIN SEDOL ONGOING
CHARGE
FIGURE(OCF)1
ANNUAL
MANAGEMENT
CHARGE(AMC)
MINIMUM
INITAL
INVESTMENT2
MINIMUM
TOP UP2
C Acc GB00BJP0X429 BJP0X42 0.81% 0.45% £100,000 £100
C Inc GB00BJP0XT70 BJP0XT7 0.81% 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 6490

Email Icon contactclinvestments@canadalife.co.uk

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