LF Canlife UK Equity B Acc

Ranked 215 out of 234 in - UK (All Companies) over 36 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 LF Canlife UK Equity Fund aims to generate attractive long-term returns by investing in the shares of UK companies of varying sizes that offer compelling growth opportunities.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2019
  • Rank 215/234 Total Return
  • Rank 146/234 Standard Deviation
  • Rank 150/234 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

30/04/2019

Top 10 Holdings

Stock Size
BP PLC ORD 6.08%
Royal Dutch Shell Plc B ORD 5.54%
GlaxoSmithKline PLC ORD 3.61%
Imperial Brands PLC ORD 3.26%
BHP Group PLC ORD 3.15%
Lloyds Banking Group PLC ORD 3.02%
Barclays PLC ORD 2.76%
HSBC Holdings PLC ORD 2.72%
Relx PLC ORD 2.58%
Prudential PLC ORD 2.53%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/10/2013
  • Share Class size824Mn
  • Base currencyGBP
  • ISIN GB00B9J7Y574

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

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).