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
4
3 Year Sharpe
0.33
3 Year Alpha
-2.83
Yield
3.3 %
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 %
BP PLC 6.23 %
Royal Dutch Shell PLC B 5.85 %
Prudential PLC 3.73 %
GlaxoSmithKline PLC 3.66 %
BHP Group PLC 3.44 %
Lloyds Banking Group PLC 3.27 %
Imperial Brands PLC 3.09 %
Associated British Foods PLC 2.91 %
HSBC Holdings PLC 2.82 %
RELX PLC 2.78 %
Region %
United Kingdom 97.09 %
Sector %
Financial Services 22.51 %
Energy 14.77 %
Consumer Defensive 13.45 %
Industrials 10.91 %
Consumer Cyclical 10.44 %
Healthcare 9.70 %
Basic materials 9.03 %
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.

Nigel Kennett
Joined 10/21/2013

Nigel joined Canada Life Investments in September 2013 as a Senior Fund Manager. He has over 20 years of investment experience. Nigel was previously at Nomura International where he managed an equity long/short strategy. Prior to that, he worked at Gartmore Investment Management for over 10 years and managed an equity long/short fund. His past experience also includes managing UK and Pan-European equities at Royal & Sun Alliance Investment Management. Nigel has a BSc in Economics & Business Economics from the University of Hull and he is a Fellow of the Chartered Institute for Securities and Investment.

Data provided by Morningstar.

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