Fund overview & performance

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Canada Life Canadian Growth Fund

April 30, 2023

A mid- and large-cap growth-style fund seeking long-term capital appreciation.

Is this fund right for you?

Risk Rating

Risk Rating: Medium

How is the fund invested? (as of February 28, 2023)

Asset allocation (%)

Name Percent
Canadian Equity 93.8
US Equity 3.7
Income Trust Units 1.5
Cash and Equivalents 1.0

Geographic allocation (%)

Name Percent
Canada 95.3
United States 4.6
Other 0.1

Sector allocation (%)

Name Percent
Financial Services 32.6
Energy 14.5
Industrial Services 11.5
Consumer Services 10.1
Basic Materials 8.1
Real Estate 6.3
Technology 5.8
Telecommunications 4.1
Consumer Goods 2.8
Other 4.2

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 28, 2023)

Top holdings %
Royal Bank of Canada 8.0
Toronto-Dominion Bank 6.0
Bank of Montreal 5.7
Canadian Pacific Railway Ltd 4.3
Canadian Natural Resources Ltd 3.9
Canadian National Railway Co 3.4
Intact Financial Corp 3.0
Enbridge Inc 2.5
Cenovus Energy Inc 2.4
Constellation Software Inc 2.4
Total allocation in top holdings 41.6
Portfolio characteristics
Standard deviation 12.0%
Dividend yield 2.6%
Average market cap (million) $72,125.2

Understanding returns

Annual compound returns (%)

1 MO 3 MO YTD 1 YR
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3 YR 5 YR 10 YR INCEPTION
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Calendar year returns (%)

2022 2021 2020 2019
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2018 2017 2016 2015
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Range of returns over five years (February 1, 2001 - April 30, 2023)

Best return Best period end date Worst return
Worst period end date
15.8% Oct. 2007 -3.9% May 2012
Average return % of periods with positive returns Number of positive periods Number of negative periods
5.2% 84.6% 176 32

Mackenzie Investments

Contact information

Toll free: 1-888-252-1847

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Summary

For the period {{NAVPSPerformanceSummary.StartDate}} through {{NAVPSPerformanceSummary.EndDate}} with $10,000 CAD investment

Total returns performance

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Last price

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as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

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