LF Canlife Managed 20%-60% Fund C Income
Ticker
0P0001H0JD.L
ISIN
GB00BJP0X42
Price
GBp 1.28
Change Today
-0.00 / -0.164 %
Price 1 year ago
1.25 / 2.002 %
Morningstar
4
52 Week Low
1.25
52 Week High
1.28
200 Day Moving Average 1.26
1.26
50-day Moving Average
1.26
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 2.25 |
| Sortino Ratio | 1.98 |
| Maximum Drawdown | -6.52% |
| Maximum Drawdown Date | 2025-04-09 |
| Calmar Ratio | -1.87 |
1 year
| Parameter | Value |
|---|---|
| Return | 4.10 |
| Volatility | 5.222% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 2.031% |
| Average Annual Volatility | 1.254% |
| Sharpe Ratio | 1.62 |
| Sortino Ratio | -0.22 |
| Maximum Drawdown | -1.0% |
| Maximum Drawdown Date | 2026-02-02 |
| Calmar Ratio | -46.07 |
Company information
Summary
To provide long term (in excess of 5 years) capital growth net of fees.
Market
GB
Category
GBP Allocation 40-60% Equity
Expense Ratio
-
Fund family
-
Morningstar
4
Yield
0.0175
Exchange
LSE
| Sector | Weight |
|---|---|
| Financial services | 9.49% |
| Technology | 5.92% |
| Healthcare | 5.38% |
| Consumer cyclical | 5.09% |
| Consumer defensive | 5.04% |
| Industrials | 4.99% |
| Energy | 3.50% |
| Utilities | 3.48% |
| Communication services | 3.06% |
| Basic materials | 2.65% |
| Realestate | 2.11% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| LF Canlife Global Equity G Acc | 26.97% | |
| LF Canlife UK Equity Income G Acc | 19.48% | |
| LF Canlife Corporate Bond G Acc | 16.64% | |
| LF Canlife Global Macro Bond G GBP Acc | 13.02% | |
| LF Canlife Short Duration Corp Bd G Acc | 8.52% | |
| LF Canlife UK Property ACS I Acc | 8.06% | |
| IUKP.IR | iShares UK Property ETF GBP Dist | 3.94% |
| AGBP.IR | iShares Core Global Aggt Bd ETF GBPHDist | 2.49% |
| HICL.L | HICL Infrastructure PLC Ord | 0.48% |
| IAUP.IR | iShares Gold Producers ETF USD Acc | 0.41% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | US92647N824 | NGM | 0.36% | 5 | +0.36 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | US032108409 | PCX | 0.55% | 5 | +6.79 | |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | US33734X846 | PCX | 0.85% | 5 | +5.45 | |
| FUSI.L | Fidelity US Quality Income ETF | IE00BYXVGY3 | LSE | 0.35% | 5 | -1.06 | |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | US46641Q654 | BTS | 0.18% | 5 | -0.99 | -- |
| JPST | JPMorgan Ultra-Short Income ETF | US46641Q837 | PCX | 0.18% | 5 | -0.35 | |
| VNLA | Janus Henderson Short Duration Income ETF | US47103U886 | PCX | 0.23% | 5 | -0.29 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.