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WS Canlife Portfolio IV C Acc (0P00010MB2.L)

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WS Canlife Portfolio IV C Acc

London EC3V 9JU

1-6 Lombard Street

Canada Life Asset Management Limited

Management information
,Lead manager since 1 January 2022
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.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyCanada Life Asset Management Limited
Net assets272.06M
YTD return2.27%
Yield2.34%
Morningstar rating★★★★
Inception date28 Nov 2013

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P00010MB2.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A