Risk-targeted and Risk-managed Multi-Asset funds
Our actively managed, globally-diversified multi-asset funds are designed to help advisers and their clients meet their objectives through long-term capital growth and/or income.
We offer:
- A monthly income fund, the WS Canlife Diversified Monthly Income Fund, for those looking for a steady income on a monthly basis.
- The WS Canlife Diversified Risk Managed Fund range, consisting of four funds, each of which maintains a specific risk profile through management within defined volatility parameters.
- Five risk-targeted WS Canlife Portfolio Funds that aims to achieve long-term capital growth (over at least five years) while seeking to remain within a defined risk band
Risk managed funds
WS Canlife Diversified Risk Managed III Fund
- Launch date 31/01/2017
- Fund size £137.3m
- Number of holdings 21 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreWS Canlife Diversified Risk Managed IV Fund
- Launch date 22/03/2019
- Fund size £79.6m
- Number of holdings 24 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreWS Canlife Diversified Risk Managed V Fund
- Launch date 12/12/2022
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreWS Canlife Diversified Risk Managed VI Fund
- Launch date 28/03/1994
- Fund size £200.2m
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreWS Canlife Diversified Monthly Income Fund
- Launch date 28/06/2019
- Fund size £66.1m
- Number of holdings: 123
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreRisk targeted products
WS Canlife Portfolio III Fund
- Launch date 28/11/2013
- Fund size £93.9m
- Number of holdings 21 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreWS Canlife Portfolio IV Fund
- Launch date 28/11/2013
- Fund size £274.2m
- Number of holdings 24 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreWS Canlife Portfolio V Fund
- Launch date 28/11/2013
- Fund size £310.4m
- Number of holdings 27 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreWS Canlife Portfolio VI Fund
- Launch date 28/11/2013
- Fund size £170.0m
- Number of holdings 22 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreWS Canlife Portfolio VII Fund
- Launch date 28/11/2013
- Fund size £55.9m
- Number of holdings 17 funds
- Legal structure OEIC
- Domicile UK
* data as at 31/10/2024
Learn moreKey resources
Diversified Risk Managed Funds Due Diligence Questionnaire Q3 2024
DMI Fund Due Diligence Questionnaire Q3 2024
Suitability Letter
Latest features & articles
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The impact of the Budget
Jordan Sriharan, fund manager, multi-asset, looks at how the changes heralded in the October Budget could affect the main asset classes.
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Yum China: November stock of the month
Discover our November stock of the month - Yum China, as a standout investment opportunity in the fast-food industry in China.
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The US presidential election: what next?
We look at the potential impact of Donald Trump’s re-election as US President on the UK and global markets.
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Enhancing advice: behavioural bias in practice
We look at how understanding behavioural bias can help achieve a ‘real world’ picture of investors’ behaviour and motivations.
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Alibaba - October Stock of the Month
Discover our October Stock of the month - Alibaba, a diversified technology company based in China, has been a key stock for us this year.
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Market update - October 2024
The last quarter marked a pivotal shift as the Fed delivered a 50bps rate cut, prompted by inflation nearing its 2% target and rising unemployment.
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Sterling's surprise: how the pound’s comeback could shake up your clients' portfolios
The pound’s resurgence is catching the eye of investors and advisers alike. Head of multi-asset Craig Rippe looks at what is fuelling this revival, and what it means for your clients.
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Did equities peak last Wednesday?
The multi-asset team analyse the recent fall in global equities and explain their response to it, and their outlook for markets.
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Having your cake and eating it?
What are the potential pitfalls of different approaches to balancing income and capital growth within multi-asset income investing and how could these be avoided?
Contact us
The value of investments may fall as well as rise and investors may not get back the amount invested.
The funds may invest in property funds that may be illiquid and subject to wide price spreads, both of which can impact the value of the fund. The value of the property is based on the opinion of a valuer and is therefore subjective.
This page is for information only. It does not constitute a direct offer to anyone, or a solicitation by anyone, to subscribe for shares or buy units in funds. Subscription for shares and buying units in the fund(s) must only be made on the basis of the latest Prospectus and the Key Investor Information Document (KIID) available in the literature section for each fund.
Approved on 30/05/2024