LF Canlife Managed 0%-35% B Acc GBP
| Shares Class | Inc. |
|---|---|
| Yield | 2.56 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 2.56 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 35,981,625.00 | Launch Date | 31/01/2017 | Standard Initial Charge (%) | 4.75 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.65 |
| Sector | IMA UK Equity Income | Min Investment (£) | 500.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BZ005327 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.0300 (on 05/03/2018) |
The LF Canlife Managed 0%-35% Fund is an actively managed fund of funds. It aims to provide long-term (more than five years) capital growth and income with low volatility by investing in a diversified portfolio of UK income-generating bonds, equities and direct property (via collective investment schemes). Up to 35% of the Fund can be invested in equities, but equity exposure is unlikely to exceed 30%.
David Marchant
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.
Craig Rippe
Craig joined Canada Life Investments in March 2004 and was appointed Head of UK Equities in March 2010. 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.
| Name | Weight |
|---|---|
| International | 18.00% |
| London | 2.00% |
| Midlands | 1.00% |
| Money Market | 9.00% |
| North West UK | 0.00% |
| Northern UK | 0.00% |
| Scotland | 0.00% |
| South East UK | 4.00% |
| South West UK | 1.00% |
| UK | 61.00% |
| Wales | 0.00% |
| Name | Weight |
|---|---|
| LF CANLIFE UK EQUITY INCOME FU | 24.80% |
| LF CANLIFE CORPORATE BOND FUND | 23.10% |
| LF CANLIFE UK GOVERNMENT BOND | 19.20% |
| LF CANLIFE UK PROPERTY ACS | 17.70% |
| LF CANLIFE SHORT DURATION CORP | 15.20% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.