ISIN:
GB00B403JV05
IA Sector:
IA UK Equity Income
Risk level:
FE fundinfo Rating:
4 of 5
Income
Price:
480.2900 GBX
06 May 2025
Last change:
icon-up-small 0.48%
1 year change:
icon-up-small 6.08%
5 year annualised return:
11.67%
12 month yield:
4.07%
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth
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Fund Objective: To provide an income and the potential for capital growth, over any five year period, after all costs and charges have been taken. Capital invested is at risk and there is no guarantee the objective will be achieved over any time period. To invest directly and/or indirectly at least 80% of the assets by value in the shares of companies which are incorporated or domiciled in the United Kingdom. As part of the equities exposure the Sub-fund may also invest in Real Estate Investment Trusts (REITs).
| Manager name | LF Canada Life Asset Management |
|---|---|
| Manager start date | 01 November 2019 |
| Manager Biography | Rino joined the Canada Life Asset Management’s equities team in September 2015. He is co-manager of the LF Canlife European Fund, LF Canlife UK Equity Fund and LF Canlife UK Equity Income Fund. Rino holds a BSc in Economics from the London School of Economics and is a CFA Charterholder. |
| Investment style: | Growth |
|---|---|
| Region (geographical) | United Kingdom |
| Benchmark | N/A |
|---|---|
| Sector | IA UK Equity Income |
| FE fundinfo Rating | 4 of 5 |
Fund size: 141,478,492.09 GBX
Chart date: May 6, 2025
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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