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WS Canlife Portfolio IV Class C - Income (GBP)

Sell:127.94p Buy:127.94p Change: 0.08p (0.06%)
Prices as at 7 November 2024
Sell:127.94p
Buy:127.94p
Change: 0.08p (0.06%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 7 November 2024
Sell:127.94p
Buy:127.94p
Change: 0.08p (0.06%)
Prices as at 7 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

07/11/19 to 07/11/20 07/11/20 to 07/11/21 07/11/21 to 07/11/22 07/11/22 to 07/11/23 07/11/23 to 07/11/24
Annual return 1.79% 12.72% -10.62% 2.98% 10.10%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Craig Rippe
Manager start date: 16 May 2018
Manager located in: London

Head of Multi Asset Funds Craig joined Canada Life Investments in March 2004 and was appointed Head of Multi Asset Funds in May 2018. He previously managed income funds at Govett Investment Management Limited and prior to that worked at Deloitte Touche. Craig has a BSc in Mathematics from Warwick University. He is a Chartered Accountant and a CFA charterholder.

manager photo
Manager Name: David Marchant
Manager start date: 28 November 2013
Manager located in: London

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited David took over as Chief Investment Officer, Canada Life Limited and Managing Director, Canada Life Asset Management Limited in July 2013. He oversees all investment functions including fixed income, equities, real estate, commercial mortgages as well as distribution and investment services. David joined Canada Life Investments in November 2010 as Head of Securities, bringing 28 years' investment experience in both bonds and equities. David was previously Head of Global Equities at Insight Investment and he has also held the role of Assistant General Manager at Equitable Life, having earlier been Head of Fixed Income and Head of Far Eastern Equities. David has a BA in Economics and Econometrics from Nottingham University and a MBA from City University.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account