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LF Canlife Portfolio III B Acc

Ranked 238 out of 395 in - Balanced 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 achieve long-term capital growth and income whilst seeking to remain within a defined risk band. The fund aligns its asset allocation with Distribution Technologys risk profile 3. This diversified fund of funds invests in equities, cash, fixed interest and UK commercial property.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.3%
2018 -2.5% -1.8% 2.6% -0.3% -3.0%
2017 4.1% 1.7% 0.1% 0.3% 1.9%
2016 10.6% 1.7% 3.3% 5.7% -0.3%
2015 1.0% 2.5% -2.4% -1.2% 2.1%
2014 8.1% 0.9% 0.5% 1.9% 4.5%
2013 -0.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
LF Canlife Sterling Liquidity G GBP Acc 14.97%
LF Canlife Global Bond G Acc 13.02%
LF Canlife UK Government Bond G Acc 12.01%
LF Canlife Short Duration Corporate Bond G Acc 10.55%
LF Canlife Corporate Bond G Acc 10.53%
LF Canlife North American G Acc 8.02%
LF Canlife UK Equity Income G Acc 7.01%
LF Canlife UK Equity G Acc 7.01%
BCIF Index Linked Gilt Tracker L Acc 6.92%
LF Canlife UK Property ACS I Acc 5.00%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/11/2013
  • Share Class size89Mn
  • Base currencyGBP
  • ISIN GB00B9CJK968

Purchase Info

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

Charges

  • Annual management0.65%
  • 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).