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LF Canlife Portfolio IV Fund

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Literature Item Literature Type Format Updated Size
Factsheet | LF Canlife Portfolio IV Fund Fund factsheets Pdf Document Icon 24-Jun-19 N/A
Client sales aid | LF Canlife Portfolio Funds Sales Aids 1-Apr-19 N/A
Adviser Sales Aid | LF Canlife Portfolio Funds Sales Aids 1-Apr-19 N/A
Prospectus | Non-UCITS (NURS - LF Canlife Managed Funds) Prospectuses Pdf Document Icon 22-Mar-19 338KB
Annual Report | Non-UCITS (NURS - LF Canlife Managed Funds) Reports and Accounts Pdf Document Icon 15-Oct-18 386KB
Application form | NURS (LF Canlife Portfolio Funds) Application forms 25-Apr-18 N/A
KIID | LF Canlife Portfolio IV Fund (C Acc) KIIDs 5-Mar-18 N/A
KIID | LF Canlife Portfolio IV Fund (C Inc) KIIDs 5-Mar-18 N/A
KIID | LF Canlife Portfolio IV Fund (B Acc) KIIDs 5-Mar-18 N/A
KIID | LF Canlife Portfolio IV Fund (B Inc) KIIDs 5-Mar-18 N/A
Suitability letter | LF Canlife Portfolio Funds Suitability letters Word Document Icon 4-Jan-18 261KB

LF Canlife Portfolio IV Fund

The LF Canlife Portfolio IV Fund is a diversified fund of funds investing about half of its assets in fixed interest securities and cash with the balance in UK and international equities and UK commercial property.

The fund aims to achieve long-term capital growth and income while seeking to remain within a defined risk band. It is aligned to Dynamic Planner’s strategic allocation for Risk Profile 4, which may be suitable for investors with the lowest medium appetite for risk.



 

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