LF Canlife Managed
20%-60% Fund

The LF Canlife Managed 20%-60% Fund is an actively managed fund of funds* that aims to generate long term capital growth by investing in a broad range of diversified portfolio assets, including global bonds and equities as well as UK commercial property. Whilst the fund can invest up to 60% in equities, the exposure to equities is normally no more than 55% of the value of the fund. *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 between the LF Canlife Managed 0%-35% Fund and the LF Canlife Balanced Fund.

Target allocations set at 25/04/2019

FUND OBJECTIVE

Co-Managers Craig Rippe, Head of Multi-Asset, and David Marchant, CIO, take an active approach with the main aim to achieve long term capital growth. The strategy is straightforward with the construction of a diversified portfolio consisting of a broad range of global assets, including global equities, government and corporate bonds and UK property. The Fund will typically hold at least 50% exposure to equities and property, providing constant exposure to growth assets throughout an economic cycle. Our 0%-35% and 20%-60% funds tend to hold more UK property investments than our peers because we believe this asset class is a good diversifier. 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 positioning and activity within each fund, but also enables them to keep the product costs down and focus on wider asset allocation decisions.

REASONS TO RECOMMEND

LONG TERM GROWTH AIM

DIVERSIFICATION 

INVESTING IN ACTIVE MANAGEMENT

 

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 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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