AIMING HIGH IS IN OUR NATURE

Transcription

1 For professional adviser use only AIMING HIGH IS IN OUR NATURE Introducing Canada Life Investments

2 THINKING BIG 2

3 ABOUT CANADA LIFE INVESTMENTS Canada Life Investments is a UK-based asset manager responsible for managing more than 35bn of equities, fixed income and property. We have been active in the UK for more than 100 years, having first established our life insurance business here in Our focus is on the long term and we believe that active management is the best way to add value for our clients and generate superior returns. Our parent company, Great-West Lifeco, is one of Canada s largest financial companies with over 750bn consolidated assets under administration. By being part of a much larger group, we are able to draw on a pool of expertise and resources that enable us to better serve our clients and help them to meet their objectives. At the heart of our business is a range of investment solutions designed to meet investors needs. We have expertise investing in equities, fixed income and property, and offer a range of open-ended funds (OEICs) that cover UK and international equities and bonds, as well as multi-asset strategies. Our 58-strong team of investment professionals is based in the heart of the City of London and has extensive experience across all of the major asset classes. With an average industry experience of over 16 years and an average tenure of over nine years with the company, our managers work in a tight-knit atmosphere that fosters the sharing of ideas and allows for empowered decision-making. ASSETS UNDER MANAGEMENT ( BN) AT-A-GLANCE Investment capabilities UK and international equities, fixed income, property, multi-asset and real estate finance 35.7bn Staff 97 including 58 investment professionals Ownership Part of Canada Life Group (UK) Limited; Parent Great-West Lifeco Inc All data as at 31/12/2016 Bonds 27.6 Equities 2.4 Property 2.3 Mortgages 2.1 Cash 1.3 Address 1-6 Lombard Street, London, EC3V 9JU Website 3

4 BEING ACTIVE 4

5 OUR APPROACH TO MANAGING MONEY Canada Life Investments philosophy is defined by four guiding principles. These values and beliefs are applied across each asset class with the aim of delivering sustainable and repeatable performance. Our team of investment professionals embraces these principles while working together in an environment that encourages independent thinking, co-operation and debate. 1. TRULY ACTIVE MANAGEMENT We have a strong belief that active management can deliver returns in excess of the market over the long term. This is why our managers are given the freedom to back their own convictions and make investment decisions that can deviate from the consensus. Performance is driven by pure active management, not hidden index tracking. 2. ADDING VALUE THROUGH A PRAGMATIC STYLE Our managers are empowered to adapt their style to the prevailing market conditions. They are not tethered to a house style because we have full confidence in their ability to read their markets and adapt their strategy as needed. This occurs against a backdrop where team-work and open debate is encouraged. We expect our managers to take part in free-ranging discourse with each other where they can share, defend and enhance their ideas. 3. TAKING A LONG-TERM PERSPECTIVE We focus on the long term with the belief that asset prices are determined by more enduring factors such as changes in interest rates, economic growth and the underlying fundamental strength of a company. Our view is that short-term news and sentiment swings are often just noise and trading on such temporary considerations does not add value. 4. A BLENDED APPROACH TO INVESTING We believe it is essential to see the big picture before choosing to invest. In an increasingly globalised market, there is an intrinsic link between macroeconomic factors and the fundamentals of individual companies and securities. Our investment approach integrates the benefits of topdown and bottom-up analysis and above all, our managers have the freedom to make pragmatic decisions. We strongly believe in active management within a framework where risk is implicitly understood. We are pragmatic, high-conviction managers who take a long-term perspective. In an increasingly integrated and globalised world, we conduct both top-down and bottom-up analysis to determine the focus of our company research. In this way, we seek to uncover the very best investment ideas. David Marchant Chief Investment Officer 5

6 PROVIDING LONG-TERM INVESTMENT SOLUTIONS MULTI-ASSET SOLUTIONS Our range of multi-asset solutions is designed with investors needs in mind. Each strategy serves a different requirement within an investment portfolio and benefits from our extensive in-house expertise in equities, bonds and property, and that of our partners within the wider Great-West Lifeco group. CF Canlife Balanced Fund CF Canlife Managed 0%-35% Fund CF Canlife Portfolio III Fund CF Canlife Portfolio IV Fund CF Canlife Portfolio V Fund CF Canlife Portfolio VI Fund CF Canlife Portfolio VII Fund CF Canlife Strategic Return Fund CF Canlife Total Return Fund SINGLE-STRATEGY SOLUTIONS We have a range of funds that serve as the foundation of any well-balanced investment portfolio. These funds provide access to both domestic and international markets, and are managed in a truly active fashion. CF Canlife Asia Pacific Fund CF Canlife European Fund CF Canlife Global Equity Fund CF Canlife Japan Fund CF Canlife North American Fund CF Canlife UK Equity Fund 6

7 INCOME SOLUTIONS Our income solutions are designed to meet investor demand for a range of strategies that aim to provide steady returns and generate an attractive income over the long term. We offer a choice of funds that target high-yielding securities and steady fixed-interest yields. CF Canlife Corporate Bond Fund CF Canlife Global Bond Fund CF Canlife Global Equity Income Fund CF Canlife Global High Yield Bond Fund CF Canlife Short Duration Corporate Bond Fund CF Canlife UK Equity and Bond Income Fund CF Canlife UK Equity Income Fund CF Canlife UK Government Bond Fund DIVERSIFIERS AND ALTERNATIVES A well-diversified investment portfolio moves beyond traditional stocks and bonds to find returns. Our alternative funds provide access to niche and potentially high-growth sectors around the world. All are managed by experienced teams with long histories uncovering opportunities in their respective markets. CF Canlife Global Infrastructure Fund CF Canlife Global Resource Fund 7

8 GLOBAL PARTNER SERIES Global Partner Series funds offer investors access to best-of-breed managers from within the Great-West Lifeco group and associated companies in Canada, the US and Ireland. Each fund is managed by a proven expert in their field, providing exposure to innovative asset classes and compelling investment opportunities. Our range of Global Partner Series funds comprise multi-asset, total return, global equities, high yield, infrastructure and global resource strategies. Putnam Investments is one of the oldest investment management firms in the US and a pioneer in multi-asset investing. Based in Boston, Putnam is responsible for 123.6bn of assets 1 and has been managing global asset allocation strategies for more than 15 years. Boston-based PanAgora Asset Management was founded in 1989 and has 34.6bn under management 1. Its investment team manages a series of strategies that are founded on strong research and have an emphasis on understanding risk and mitigating its negative effects. Mackenzie Investments is one of Canada s largest investment management firms, responsible for more than 38.6bn of assets 1. Mackenzie has extensive experience investing in global resources companies and manages several strategies in this sector for institutional and retail clients. Canadian-based GLC Asset Management offers expertise in traditional and specialist asset classes, with more than 85.2bn of assets under management 1. As an expert in infrastructure, GLC is well positioned to take advantage of growth in the sector. Established in 1998 and based in Dublin, Ireland, Setanta Asset Management has more than 7.1bn of assets under management 2. The team has a value bias towards investing, taking an active, long-term approach to delivering returns for investors. CF Canlife Global Equity Income Fund CF Canlife Global High Yield Fund CF Canlife Global Infrastructure Fund CF Canlife Global Resource Fund CF Canlife Strategic Return Fund CF Canlife Total Return Fund 1. As at 31/12/16 2. As at 30/09/16 For more information, contact your Canada Life Investments representative or visit The value of investments may fall as well as rise and investors may not get back the amount invested. The information contained in this document is provided for use by professional advisers and is not for onward distribution to, or to be relied upon by, private investors. No guarantee, warranty or representation (express or implied) is given as to the document s accuracy or completeness. This document is issued for information only by Canada Life Investments. This document is intended to be used as a sales aid and does not constitute a direct offer to anyone, or a solicitation by anyone, to subscribe for shares or buy units in fund(s). Subscription for shares and buying units in the fund(s) must only be made on the basis of the latest Prospectus and the Key Investor Information Document (KIID) available at Canada Life Investments is the brand for investment management activities undertaken by Canada Life Asset Management Limited, Canada Life Limited and Canada Life European Real Estate Limited. Canada Life Asset Management Limited (no ), Canada Life Limited (no ) and Canada Life European Real Estate Limited (no ) are all registered in England and the registered office for all three entities is Canada Life Place, Potters Bar, Hertfordshire EN6 5BA. Canada Life Asset Management is authorised and regulated by the Financial Conduct Authority. Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. CLI00657 Expiry 31 December 2017 Canada Life Investments 1 6 Lombard Street, London EC3V 9JU T +44 (0) T (Dealing) E contactclinvestments@canadalife.co.uk