CF Canlife Strategic Return C Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 109.62 Day Change GBX +0.77 (0.71%)
Price Date 6 Dec 2016 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 19,920,321.17
Launch Date 30/06/2014 Standard Initial Charge (%) 4.75
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BKRC1831 Min TopUp (£) 100.00

Fund Objective

A globally diversified multi-asset fund that aims to achieve a positive return through varying market environments while maintaining a moderate level of volatility. The fund aims to achieve a positive return of cash + 5% pa that is independent of prevailing economic or market conditions over a medium to long term rolling period of at least five years whilst maintaining a moderate level of volatility. Capital is at risk and there is no guarantee that a positive return will be delivered over that or any time period.

Fund Managers

Bryan Belton
Bryan is a Director within PanAgora’s Multi Asset group. He is responsible for the daily management of PanAgora’s Risk Parity Multi Asset and Diversified Factor Premia portfolios. A CFA charterholder, he joined PanAgora as a Portfolio Manager in 2005 and has been in the investment industry since 1997. Prior to joining PanAgora, Bryan was the Investment Portfolio Officer at the Federal Home Loan Bank of Boston. In that role, he was responsible for actively managing and hedging all of the Bank’s long-term portfolios. He has an undergraduate degree in economics from Boston College and a master of finance from Northeastern University.