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Ws Canlife Portfolio Iii Fund C Accumulation (0P00010M5L)

London

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1.41 -0.00 -0.17%

00:00:00 - Closed. Currency in GBP

Morningstar Rating:
Total Assets: 39.99M

Type: Fund

Market: United Kingdom

Issuer: Canada Life Asset Management Limited

ISIN: GB00B96T7P76

Asset Class: Equity

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0P00010M5L Overview

On this page you'll find an in-depth profile of Ws Canlife Portfolio Iii Fund C Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P00010M5L among other information.

Investment Strategy

To achieve capital growth and income over the long term (at least five years), after all costs and charges have been taken, whilst seeking to remain in risk band 3 (on a scale of 1-10, where 1 is the lowest risk and 10 is the highest) on a rolling three year basis. Capital invested is at risk and there is no guarantee the objective will be achieved over any time period. To invest at least 90% indirectly, via collective investment schemes, in the following assets: equities, debt securities (including government and public securities, corporate bonds, convertibles and preference shares), cash (including deposits and money market instruments) and immovable property.

Contact Information

Address 1-6 Lombard Street
London, EC3V 9JU
United Kingdom

Phone -

Top Executives

Name	Title	Since	Until
Jordan Sriharan	-	2022	Now
Biography	Jordan joined Canada Life Asset Management in 2021 as a fund manager on the Multi-Asset team. He was previously Head of the Managed Portfolio Service at Canaccord Genuity and prior to that worked at Mercer managing corporate pension schemes. Jordan has an MSc in International Economics from City University and a BA in Economics from the University of Sheffield. He is also a CFA Charterholder.
Craig Rippe	Head	2018	Now
Biography	Craig joined Canada Life Asset Management in March 2004. He became Head of UK Equities in March 2010 and was most recently appointed Head of Multi-Asset in May 2018. He previously managed income funds at Govett Investment Management Limited and prior to that worked at Deloitte Touche. Craig has a BSc in Mathematics from Warwick University. He is a Chartered Accountant and a CFA charterholder.
David Marchant	Managing Director	2013	2022
Biography	David took over as Chief Investment Officer, Canada Life Limited and Managing Director, Canada Life Asset Management Limited in July 2013. He oversees all investment functions including fixed income, equities, real estate, commercial mortgages as well as marketing and distribution. David has over 30 years’ industry experience, with investment experience in both equities and bonds. He joined Canada Life Investments in November 2010 as Head of Securities having previously been Head of Global Equities at Insight Investment. David also held the role of Assistant General Manager at Equitable Life, where he had earlier been Head of Fixed Income and Head of Far Eastern Equities. David has a BA in Economics and Econometrics from Nottingham University and an MBA from City University.

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