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LF Canlife Total Return B Acc

Ranked 57 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

James Fetch

Robert Kea

Robert Kea has been in the investment industry since 1988 and is presently co-head of the Global Asset Allocation Group at Canada Life Investments where he is responsible for managing the CF Canlife Total Return Strategy.

Robert Schoen

Robert Schoen has been in the investment industry since 1990 and presently is co-head of the Global Asset Allocation Group at Canada Life Investments based in Boston where he is responsible for managing the CF Canlife Total Return Strategy.

Jason Vaillancourt

Objective

The Fund aims to provide positive total return, both relative and absolute, throughout varying market conditions by permanently investing not less than 85% of its assets in units of the Putnam Total Return Fund. While it is envisaged that the Sub-fund will normally be fully invested in the Putnam Total Return Fund, the Sub-fund may also hold up to 15% of its assets in cash or near cash.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019
  • Rank 57/57 Total Return
  • Rank 56/57 Standard Deviation
  • Rank 57/57 Max Drawdown
Fund Name Currency Loss
53 WAY Absolute Return Portfolio Retail Acc GBP

-9.7%

54 TAMAC Global Managers (Lux) GBP GBP

-9.9%

55 Nomura Funds Ireland-Diversified Growth I GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.6%

56 HC Charteris Global Macro A Acc GBP GBP

-12.4%

57 LF Canlife Total Return B Acc GBP

-15.3%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -15.7% -3.0% 0.9% 1.3% -15.0%
2017 10.3% 1.6% 0.5% 3.9% 4.1%
2016 6.3% 1.0% 3.2% 2.2% -0.2%
2015 -5.2% 2.7% -1.4% -5.9% -0.4%
2014 2.6% 2.6% 4.4% -3.6% -0.6%
2013 -5.3% 3.4% 1.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Putnam Total Return S GBP 99.59%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/01/2013
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B8HGP899

Purchase Info

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

Charges

  • Annual management0.70%
  • Initial investment4.75%

Related News

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