OEIC Information

Canada Life Investments

Canada Life Investments is a UK-based asset manager responsible for managing more than £35bn of equities, fixed income and property (as at 30/06/2016). 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.

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.

Capita Financial Managers Limited (CF) is the Authorised Corporate Director of the CF Canada Life Investments Funds and is authorised and regulated by the Financial Conduct Authority. Canada Life Asset Management Limited are the investment manager.

Capita carry out all administration, which includes placing dealing instructions and taking calls from you. They are also responsible for all the statutory literature such as the prospectus, Key Investor Information Documents (KIID) and the application form.

 

OEICs and Individual Savings Accounts (ISAs)

All our OEIC funds are available within an ISA and investments can be made from as little as £35 per month or as a minimum lump sum of £500.

Please contact your professional adviser who can guide and assist you with fund selection, account opening and making your investment. If you do not have an adviser, details of those in your area can be found on the adviser search website www.unbiased.co.uk.

 

Contact Information

For further information or if you have any questions about the funds please contact us on the following:

Telephone: 0345 606 6180 (Monday to Friday, 8.30am to 5.30pm)
Please note that calls may be recorded for training and monitoring purposes.

Press 1 to place a deal - You must ensure you have read the relevant Key Investor Information Document (KIID) and Additional Investor Information Document (AIID) below before selecting this option.
Press 2 for valuations, statements and all other general enquiries.

Email: technical.services@capitafinancial.com
Fax: 0113 224 6001

Postal address:
Capita Financial Managers Limited
2 The Boulevard
City West One Office Park
Gelderd Road
Leeds
LS12 6NT

 

 

Name
 
Factsheet
 
Prospectus
 
Semi-annual Report
 
Annual Report
 
Key Investor Information Document (KIID)
 
Additional Adviser Information Document & Application Form 
CF Canlife Asia Pacific  
 
 
 
 
Class B Accumulation
Class C Accumulation
 
CF Canlife Balanced 
 
 
 
 
 Class B Accumulation
Class C Accumulation
 
CF Canlife Corporate Bond 
 
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation
 
CF Canlife European 
 
 
 
 
Class B Accumulation
Class C Accumulation
 
CF Canlife Global Bond 
 
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation
 
CF Canlife Global Equity Income
 
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation
 
CF Canlife Global Equity Fund
 
 
 
 
Class B Accumulation
Class C Accumulation 
 
CF Canlife Global High Yield Bond
 
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation
 
CF Canlife Global Infrastructure 
 
 
 
 
Class B Accumulation
Class C Accumulation 
 
CF Canlife Global Resource
 
 
 
 
Class B Accumulation
Class C Accumulation 
 
CF Canlife Japan 
 
 
 
 
Class B Accumulation
Class C Accumulation  
 
CF Canlife North American  
 
 
 
 
Class B Accumulation
Class C Accumulation
 
CF Canlife Portfolio III 
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation
 
CF Canlife Portfolio IV
 
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation 
 
CF Canlife Portfolio V
 
 
 
 
Class B Accumulation
Class C Accumulation
 
CF Canlife Portfolio VI
 
 
 
 
Class B Accumulation
Class C Accumulation 
 
CF Canlife Portfolio VII
 
 
 
 
Class B Accumulation
Class C Accumulation 
 
CF Canlife Strategic Return  
 
 
 
 
Class B Accumulation
Class C Accumulation 
 
CF Canlife Total Return 
 
 
 
 
Class B Accumulation
Class C Accumulation 
 
CF Canlife UK Equity and Bond Income 
 
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation
 
CF Canlife UK Equity Income
 
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation
 
CF Canlife UK Equity  
 
 
 
Class B
Income
Accumulation
Class C
Income 
Accumulation 
 
CF Canlife UK Government Bond 
 
 
 
 
Class B Income
Class C Income 
 

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.