Quick Stats

Bid Price - Offer Price -
Mid Price GBX 118.21 Day Change GBX +0.32 (0.27%)
Price Date 18 Sep 2017 Crown Rating 1
Shares Class Inc. Yield 0.20 %
Total Expense Ratio 0.00 Fund Size 23,525,689.65
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

The CF Canlife Strategic Return Fund aims to achieve a positive return that is independent of prevailing economic or market conditions over a medium to long term rolling period of at least 5 years, whilst maintaining a moderate level of volatility (variation of returns). 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.
Edward Qian
Chief Investment Officer and Head of Research, Multi Asset, PanAgora Asset Management. Edward is the Chief Investment Officer of Multi Asset Strategies and Head of Multi Asset Research for PanAgora. In this role, his primary responsibilities include investment research, portfolio management and oversight of PanAgora’s Multi Asset group. Edward, who joined PanAgora in 2005, is a CFA charterholder and has been in the investment industry since 1996. Along with a career in investment management, Edward has also had a career in academic research. He is recognized as one of the pioneers of the risk parity method of building portfolios, which forms the basis for the CF Canlife Strategic Return Fund.