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CF Canlife Total Return B Acc

Ranked 2 out of 58 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

James Fetch

Robert Kea

Robert Kea has been in the investment industry since 1988 and is presently co-head of the Global Asset Allocation Group at Canada Life Investments where he is responsible for managing the CF Canlife Total Return Strategy.

Robert Schoen

Robert Schoen has been in the investment industry since 1990 and presently is co-head of the Global Asset Allocation Group at Canada Life Investments based in Boston where he is responsible for managing the CF Canlife Total Return Strategy.

Jason Vaillancourt

Objective

The Fund aims to provide positive total return, both relative and absolute, throughout varying market conditions by permanently investing not less than 85% of its assets in units of the Putnam Total Return Fund. While it is envisaged that the Sub-fund will normally be fully invested in the Putnam Total Return Fund, the Sub-fund may also hold up to 15% of its assets in cash or near cash.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 30/11/2016 - 30/11/2017
  • Rank 2/58 Total Return
  • Rank 48/58 Standard Deviation
  • Rank 33/58 Max Drawdown
Fund Name Currency Return
1 UBS Targeted Return B Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

13.6%

2 CF Canlife Total Return B Acc GBP

12.1%

3 Rathbone Multi Asset Strategic Growth ACC EUR L3 GBP

12.0%

4 Barings Targeted Return A GBP Inc GBP

10.5%

5 Insight Broad Opportunities B1 GBP GBP

10.3%

Fund Name Currency Loss
31 Courtiers Total Return Cautious Risk GBP

-1.1%

32 MI Momentum Focus 4 A Acc GBP

-1.2%

33 CF Canlife Total Return B Acc GBP

-1.2%

33 MI Momentum Focus 5 A Acc GBP

-1.2%

35 Nomura Funds Ireland-Diversified Growth I GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 0.5% 3.9%
2016 6.4% 1.1% 3.2% 2.2% -0.2%
2015 -5.2% 2.7% -1.4% -5.9% -0.4%
2014 2.6% 2.6% 4.4% -3.6% -0.6%
2013 -5.3% 3.4% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/01/2013
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB00B8HGP899

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment3,500

Charges

  • Annual management1.00%
  • Initial investment4.75

Related News

Jason Vaillancourt: managing the deflation threat

The manager of the Canlife Total Return fund outlines how plans manage the deflation threat.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).