Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

CF Canlife UK Equity Income B Inc

Ranked 79 out of 105 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

Craig Rippe

Craig Rippe has a BSc in Mathematics from the University of Warwick. He joined Govett Investment Management Limited in February 2001 and spent two years managing equity income funds. In March 2003, he joined Canada Life and is currently managing the CF Canlife High Income fund. Craig is a qualified accountant and prior to joining Govett Investment Management Limited he worked at Deloitte & Touche.

Objective

The investment objective of the Fund is to provide Shareholders with a half-yearly income and some capital growth mainly from investment in UK equities, providing an above-average yield. 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.

Performance

UK Equity Income over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 0.1% 0.3% -0.4% -0.6% 0.8%
2013 21.6% 10.8% -0.2% 4.7% 5.0%
2012 10.3% 4.0% -1.1% 5.2% 1.9%
2011 -1.2% 1.7% 1.3% -10.7% 7.4%
2010 12.4% 2.3% -7.7% 9.8% 8.3%
2009 11.5% -12.0% 5.3% 14.8% 4.9%
2008 -23.7% -10.4% -1.3% -9.7% -4.5%
2007 1.9% 1.0% 1.1% -1.5% 1.2%
2006 17.6% 7.5% -4.9% 6.2% 8.3%
2005 23.5% 3.9% 4.3% 8.4% 5.2%
2004 16.2% 3.2% 2.1% 2.5% 7.6%
2003 25.8% -6.0% 19.0% 7.8% 4.4%
2002 -15.3% 4.9% -7.3% -14.2% 1.6%
2001 -3.4% -0.2% 5.3% -13.4% 6.2%
2000 9.5% -1.7% 5.9% -0.3% 5.5%
1999 12.3% 8.6% 3.3% -4.0% 4.2%
1998 11.8% 15.1% -0.5% -11.9% 10.8%
1997 23.1% 3.2% 4.9% 13.2% 0.5%
1996 17.6% 2.5% -0.1% 7.5% 6.8%
1995 6.2% 0.3% 5.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 5.07
HSBC Holdings PLC ORD 4.30
BT Group PLC ORD 4.25
Legal & General Group PLC ORD 4.17
Royal Dutch Shell Plc B ORD 3.77
Prudential PLC ORD 3.31
British American Tobacco PLC ORD 3.23
Pennon Group PLC ORD 2.94
Severn Trent PLC ORD 2.83
BAE Systems PLC ORD 2.77
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/09/1983
  • Share Class size103Mn
  • Base currencyGBP
  • ISIN GB00B7501G64

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment3,500

Charges

  • Annual management1.0%
  • Initial investment4.75

Related News

Ratings update: Threadneedle equity income managers shine

In a difficult nine months for equity income managers, two Threadneedle managers and a couple of lesser known names have stood out

Gifford returns to fund management with OMAM

Former star UK equity income manager Michael Gifford has returned to the retail market with Old Mutual Asset Managers (OMAM) after a year out of the industry.

Cockerill tips Isis's Gifford

Tim Cockerill, head of research at independent financial advisers Rowan Capital Management, recommends investors buy into the Isis UK Equity Income fund, now under the control of star manager Michael Gifford.

Canlife finds stopgap for Gifford

Canada Life has appointed an internal, interim manager for its Income and High Income funds following star manager Michael Gifford's departure; judging from the replacement's performance record the firm needs to find a permanent person as soon as possible.

Shrewd Tidings: where Gifford is going in 2004

Concluding our series of Yuletide interviews with shrewd investors we speak to Michael Gifford, Canada Life's equity income star who is about to decamp to rival Isis.

It's been a good year for...

In the first of a two-part series, we look back at 2003 to see which managers have made the right calls at the right time; it seems to be a case of round up the usual suspects.

Isis takes Gifford from Canada Life

(Update) Isis Asset Management has delivered a blow to rival Canada Life by poaching star equity income fund manager Michael Gifford.

Institutions make a comeback, says Gifford

Institutional buyers appear to be moving back into the stockmarket, but we are probably not on the verge of a major rally, argues AAA-rated Canada Life fund manager Michael Gifford.

'This market has legs,' says Gifford

The current stockmarket rally has further to run, but it's too early to call the start of the next bull market, says AAA-rated Canada Life fund manager Michael Gifford.

Shrewd Investor Report: HSBC and Household - the doubts remain

Banking giant HSBC may have received shareholder approval for its takeover of US finance company Household International but the deal still leaves many questions unanswered.

...more...

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