Fund overview & performance

Asset class

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Canada Life Canadian Growth Fund

May 31, 2024

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

Is this fund right for you?

  • You want your money to grow over a longer term.
  • You want to invest in Canadian equities and in short-term fixed income securities.
  • You're comfortable with a medium level of risk.

Risk Rating

Risk Rating: Medium

How is the fund invested? (as of February 29, 2024)

Asset allocation (%)

Name Percent
Canadian Equity 92.8
US Equity 4.5
Income Trust Units 2.2
Cash and Equivalents 0.6
Other -0.1

Geographic allocation (%)

Name Percent
Canada 94.1
United States 4.5
Bermuda 1.5
Other -0.1

Sector allocation (%)

Name Percent
Financial Services 31.8
Energy 12.7
Industrial Services 12.2
Technology 11.1
Consumer Services 9.8
Basic Materials 7.5
Real Estate 6.0
Industrial Goods 2.7
Telecommunications 2.7
Other 3.5

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 29, 2024)

Top holdings %
Royal Bank of Canada 7.3
Toronto-Dominion Bank 5.4
Canadian Natural Resources Ltd 4.8
Canadian Pacific Kansas City Ltd 3.9
Constellation Software Inc 3.9
Bank of Montreal 3.8
Canadian National Railway Co 3.1
Fairfax Financial Holdings Ltd 3.0
Intact Financial Corp 3.0
Shopify Inc Cl A 3.0
Total allocation in top holdings 41.2
Portfolio characteristics
Standard deviation 11.8%
Dividend yield 2.4%
Average market cap (million) $85,088.7

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 (%)

2023 2022 2021 2020
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2019 2018 2017 2016
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Range of returns over five years (February 1, 2001 - May 31, 2024)

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
5.3% 85.5% 189 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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