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LF Canlife UK Equity B Acc

Ranked 166 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Nigel Kennett

Nigel Kennett is a portfolio manager at Canada Life Investments based in London where he is responsible for managing the CF Canlife UK Equity Fund. Nigel graduated from the University of Hull with a degree in Economics and Business Economics.

Daniel Monks

Daniel Monks is a portfolio manager at Canada Life Investments based in London and is responsible for managing the CF Canlife UK Equity Fund. Daniel graduated from York University with a degree in Mathematics and Economics.

Objective

The fund seeks to achieve long-term capital appreciation primarily from investment in UK equities. The fund is a focused selection of small to large sized UK companies. Stocks are chosen through a bottom-up analysis of the companies complemented by a top-down macroeconomic view.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 166/255 Total Return
  • Rank 113/255 Standard Deviation
  • Rank 170/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -11.4% -5.1% 9.2% -1.9% -12.8%
2017 12.1% 3.8% 0.7% 3.1% 4.0%
2016 -3.1% -8.5% -2.9% 8.4% 0.6%
2015 5.9% 4.8% 1.6% -6.9% 6.8%
2014 3.2% -1.1% -1.3% 1.1% 4.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 5.61%
BP PLC ORD 5.23%
GlaxoSmithKline PLC ORD 3.90%
Imperial Brands PLC ORD 3.40%
BHP Group PLC ORD 3.27%
Lloyds Banking Group PLC ORD 3.24%
HSBC Holdings PLC ORD 3.14%
Barclays PLC ORD 2.75%
Relx PLC ORD 2.66%
GVC Holdings PLC ORD 2.55%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/10/2013
  • Share Class size807Mn
  • Base currencyGBP
  • ISIN GB00B9J7Y574

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).