LF Canlife Balanced B Acc

Ranked 150 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

David Marchant

David Marchant 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 distribution and investment services. David joined Canada Life Investments in November 2010 as Head of Securities, bringing 28 years' investment experience in both bonds and equities. David was previously Head of Global Equities at Insight Investment and he has also held the role of Assistant General Manager at Equitable Life, having earlier been Head of Fixed Income and Head of Far Eastern Equities. David has a BA in Economics and Econometrics from Nottingham University and a MBA from City University.

Craig Rippe

Craig Rippe has a BSc in Mathematics from the University of Warwick. He joined Govett Investment Management Limited in February 2001 and spent two years managing equity income funds. In March 2003, he joined Canada Life and is currently managing the CF Canlife High Income fund. Craig is a qualified accountant and prior to joining Govett Investment Management Limited he worked at Deloitte & Touche.

Objective

The fund aims to provide capital growth from a balanced portfolio of collective investment schemes, covering markets throughout the world, enabling investors to gain exposure to a diversified portfolio of fixed interest, UK and international equities and cash.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.3%
2018 -6.8% -4.4% 5.8% 0.5% -8.3%
2017 7.6% 3.3% 0.7% 0.7% 2.7%
2016 14.1% 0.0% 2.9% 7.7% 3.0%
2015 4.2% 5.8% -2.6% -4.2% 5.6%
2014 4.8% 0.5% 0.0% 0.8% 3.4%
2013 15.1% 9.1% -1.3% 3.5% 3.3%
2012 9.0% 4.9% -2.7% 4.3% 2.4%
2011 -4.7% 0.5% 0.1% -10.4% 5.8%
2010 11.9% 3.4% -5.6% 6.9% 7.2%
2009 16.9% -8.5% 8.5% 13.5% 3.7%
2008 -19.6% -8.0% -1.9% -9.8% -1.3%
2007 2.3% -0.2% 2.2% -0.7% 0.9%
2006 7.0% 5.3% -5.3% 1.2% 6.0%
2005 17.0% 2.5% 1.4% 8.8% 3.5%
2004 9.3% 3.1% -0.1% 0.3% 5.8%
2003 22.0% -4.9% 14.9% 6.5% 4.8%
2002 -19.3% 2.1% -8.7% -14.9% 1.8%
2001 -11.7% -6.4% 1.9% -14.5% 8.3%
2000 -0.2% 4.4% -1.1% 0.8% -4.1%
1999 30.9% 8.1% 6.3% -3.1% 17.6%
1998 11.6% 13.7% -0.2% -12.6% 12.4%
1997 10.9% 4.2% 4.6% 5.6% -3.7%
1996 7.7% 3.9% 1.7% 1.5% 0.3%
1995 16.5% -0.2% 5.2% 6.2% 4.6%
1994 -5.2% 1.3% 0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
LF Canlife UK Equity Income G Acc 14.07%
LF Canlife North American G Acc 13.99%
LF Canlife UK Equity G Acc 13.82%
LF Canlife European G Acc 12.84%
LF Canlife Corporate Bond G Acc 9.66%
LF Canlife Global Bond G Acc 9.57%
LF Canlife Short Duration Corporate Bond G Acc 6.37%
LF Canlife UK Equity and Bond Income G Acc 3.65%
LF Canlife Japan G Acc 3.58%
LF Canlife Sterling Liquidity G GBP Acc 2.99%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/07/2014
  • Share Class size175Mn
  • Base currencyGBP
  • ISIN GB00BKRC1M74

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment3,500

Charges

  • Annual management1.00%
  • Initial investment4.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).