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CANLIFE DEFENSIVE MANAGED S4 LF - Fund overview

No Bestinvest rating

Overview of CANLIFE DEFENSIVE MANAGED S4 LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CANLIFE DEFENSIVE MANAGED S4 LF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	February, 2003
Size	£210m
Yield	0.0%
Charging basis	–
Dividends paid	Acc units only.
Bid price	168.20p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	0.51%
Total expense ratio	0.51%
Reduction in yield (10yr)	0.51%

Bestinvest says

No information available.

Portfolio

canlife defensive managed s4 lf asset allocation illustration

Allocation		Proportion

	Equity	27%
	High yield bonds	–
	Quality bonds	50%
	Property	–
	Commodities	–
	Hedge	16%
	Fund cash	7%

canlife defensive managed s4 lf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	–
	Nth America	–
	Japan	–
	Pacific	–
	Other Equity	–

canlife defensive managed s4 lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for CANLIFE DEFENSIVE MANAGED S4 LF

Investment process

The objective of the fund is to achieve capital growth, whilst minimising volatility by investing predominantly in assets such as UK fixed interest securities and UK commercial property. A small proportion of the fund will be invested in UK equities, usually those with a higher than average yield.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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