LF Canlife UK Equity Fund C Accumulation

Name
LF Canlife UK Equity Fund C Accumulation
Manager
Canada Life Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00B9J7KW65
Sector
UK All Companies
Launched
18/10/2013
OCF
0.8 %
Risk Rating
5
3 Year Sharpe
0.37
3 Year Alpha
-3.75
Yield
2.1 %
Benchmark
FTSE AllSh TR GBP
The CF Canlife UK Equity Fund seeks to achieve long- term capital appreciation primarily from investment in UK equities. The Sub-fund may also invest in collective investment schemes, cash, money market instruments, other transferable securities and derivatives and forward transactions for the purposes of Efficient Portfolio Management.
Holding %
Royal Dutch Shell PLC B 5.05 %
BP PLC 4.96 %
Glencore PLC 3.96 %
GVC Holdings PLC 3.55 %
Prudential PLC 3.51 %
Barclays PLC 3.46 %
HSBC Holdings PLC 3.36 %
BHP Billiton PLC 2.90 %
Bunzl PLC 2.83 %
AstraZeneca PLC 2.82 %
Region %
United Kingdom 96.14 %
Sector %
Financial Services 19.82 %
Consumer Cyclical 17.91 %
Industrials 13.89 %
Consumer Defensive 10.75 %
Energy 9.97 %
Basic materials 9.35 %
Healthcare 7.33 %
Name
Canada Life Asset Management Limited
Address
EC3V 9JU, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Daniel Monks
Joined 10/21/2013

Daniel joined Canada Life Investments in September 2007. He previously worked at Mondrian Investment Partners as a performance analyst. Daniel holds a BSc in Mathematics & Economics from York University. He is a CFA charterholder.

Daniel Monks
Joined 10/21/2013

Daniel joined Canada Life Investments in September 2007. He previously worked at Mondrian Investment Partners as a performance analyst. Daniel holds a BSc in Mathematics & Economics from York University. He is a CFA charterholder.

Data provided by Morningstar.

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