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LF Canlife Asia Pacific B Acc

Ranked 273 out of 424 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Kim Lee

Kim Lee studied at UMIST where she graduated with a BSc degree in Management Science and a MSc in Computation. She also holds an MBA from the Manchester Business School. Kim started her career in 1988 with Shell Pensions where she was eventually a senior portfolio manager. In 2006 she joined Canada Life where she is currently managing the Canlife Far East Unit Trust fund. Kim has over 20 years of investment experience.

Objective

The investment objective of the Fund is to provide Shareholders with capital growth mainly from investment in shares quoted on markets in the Asia-Pacific region, excluding Japan. The managers active, high-conviction approach draws upon her extensive knowledge of Asian markets. Her deep understanding of the region allows her to uncover opportunities other investors may miss. As the prospects for each country differ widely, her process typically begins with top-down country selection though she will also seek to achieve growth through bottom-up investing in stock themes.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Excluding Japan over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% -2.6% -5.3%
2017 40.0% 13.3% 6.5% 6.8% 8.6%
2016 -0.9% -3.6% -2.6% 10.2% -4.3%
2015 -17.3% 3.4% 1.3% -19.9% -1.4%
2014 3.1% 4.1% -0.3% 0.5% -1.1%
2013 5.2% 6.8% -8.4% 2.4% 5.1%
2012 17.6% 6.8% -5.1% 6.0% 9.4%
2011 -21.4% -0.2% 2.4% -27.2% 5.5%
2010 19.7% -1.2% -8.5% 22.7% 8.0%
2009 75.8% 0.8% 30.9% 20.5% 10.6%
2008 -47.7% -11.8% -8.5% -24.2% -14.5%
2007 53.0% 3.7% 21.7% 19.5% 1.5%
2006 37.6% 10.9% -0.5% 3.6% 20.3%
2005 19.2% 2.5% 2.2% 10.9% 2.6%
2004 13.2% 5.8% -9.7% 5.1% 12.7%
2003 52.1% -5.0% 22.7% 14.3% 14.2%
2002 -4.4% 11.6% -3.0% -14.0% 2.7%
2001 5.3% -3.8% 10.7% -18.8% 21.8%
2000 -32.7% -6.0% -10.3% -12.3% -9.0%
1999 50.8% -1.5% 43.6% -12.7% 22.1%
1998 -5.9% 5.2% -29.1% -4.0% 31.4%
1997 -39.2% 0.1% 3.8% -17.2% -29.3%
1996 12.8% 9.0% -0.7% -0.2% 4.5%
1995 9.9% -1.0% 5.6% 2.1% 3.0%
1994 -12.0% -16.0% 4.1% 9.4% -7.9%
1993 99.8% 10.1% 9.7% 10.9% 49.2%
1992 11.1% 6.9% 10.8% -8.6% 2.7%
1991 18.2% 13.1% -2.5% 4.0% 3.0%
1990 -28.3% -22.8% 8.2% -22.3% 10.5%
1989 13.5% -2.6% -0.4% 13.5% 3.0%
1988 30.7% 25.7% -14.2% 0.8% 20.3%
1987 11.6% 26.4% 12.6% -4.3% -18.0%
1986 58.3% 12.4% 25.5% 5.8% 6.1%
1985 39.9% 22.6% -9.7% 6.0% 19.2%
1984 8.6% -0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2018

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 5.04%
Samsung Electronics Co Ltd ORD 3.76%
Taiwan Semiconductor Manufacturing Co Ltd ORD 3.70%
Alibaba Group Holding Ltd DR 3.63%
AIA Group Ltd ORD 1.87%
A-Living Services Co Ltd ORD 1.67%
Commonwealth Bank of Australia ORD 1.63%
China Construction Bank Corp ORD 1.60%
CICC Financial Trading Ltd Warrants 1.54%
Westpac Banking Corp ORD 1.42%
31/08/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/04/1984
  • Share Class size108Mn
  • Base currencyGBP
  • ISIN GB00B4KRRT64

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment3,500

Charges

  • Annual management1.00%
  • Initial investment4.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).