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Canadian Life Companies Split Corp T.LFE

Alternate Symbol(s):  CLSPF | T.LFE.PR.B

The Companys investment objectives are (i) to provide holders of Preferred Shares with fixed cumulative preferential monthly cash dividends in the amount of $0.04375 per Preferred Share to yield 5.25% per annum on the original issue price (ii) to provide holders of Class A Shares with regular monthly cash distributions targeted to be $0.10 per Class A Share to yield 8.0% per annum on the original issue price and (iii) to return the original issue price to holders of both Preferred Shares and Class A Shares at the time of the redemption of such shares on December 1, 2012. The Company will invest primarily in a portfolio of common shares of Proceeds: (the ``Portfolio) which will include the following publicly traded Canadian life insurance companies (the ``Portfolio Companies), each of whose shares will generally represent no less than 10% and no more than 30% of the net asset value (``Net Asset Value) of the Company: Great-West Lifeco Inc.


TSX:LFE - Post by User

Comment by mousermanon Mar 25, 2024 3:51pm
142 Views
Post# 35951441

RE:RE:LFE unit nav in realtime @ $15.21

RE:RE:LFE unit nav in realtime @ $15.21LCS is the other split fund focuses on the LIFE insurance companies, and rarely sees the commons at a premium. THIS despite outperforming the banks in capital gains the past year and a half.
With LFE you get some exposure to the CAD banks and also 4 of bigger insurers in the US, but the main component of the UNIT NAV is the big 4 CAD lifecos.
Just seems to be an undesirable  sector, even if it is paying  a 24 % annual yield at the price today. I was buying much lower  a few months back, so yiels is much higher, altho i did average up as high as $5.05.
So many investors do not understand the difference betweeen the banks and the insurers. High interest help insurers, when they re-invest the premiums they collect. Higher interest rates , especially raised so quickly,   has the CAD banks  seeing  defaults on mortgages ,loans, credit cards and commercial debt..
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