Fund overview & performance

Asset class

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Canada Life Global Growth Opportunities Balanced Fund

April 30, 2022

A fund that aims to find balance between long-term growth and consistent income.

Is this fund right for you?

  • You’re looking to preserve your investment while still allowing it to grow.
  • You want to invest in foreign equity securities and foreign fixed-income securities.
  • You're comfortable with a low to medium level of risk.

Risk Rating

Risk Rating: Low to Medium

How is the fund invested? (as of February 28, 2022)

Asset allocation (%)

Name Percent
International Equity 34.7
US Equity 31.5
Foreign Bonds 21.2
Cash and Equivalents 6.5
Domestic Bonds 5.8
Canadian Equity 0.3

Geographic allocation (%)

Name Percent
United States 44.5
Canada 10.5
France 6.9
Ireland 6.8
Switzerland 6.0
Germany 5.4
United Kingdom 4.5
China 2.9
Netherlands 2.1
Other 10.4

Sector allocation (%)

Name Percent
Fixed Income 27.0
Technology 15.9
Healthcare 13.7
Industrial Goods 11.5
Industrial Services 10.3
Cash and Cash Equivalent 6.5
Financial Services 5.7
Consumer Goods 5.1
Basic Materials 2.2
Other 2.1

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 28, 2022)

Top holdings %
Cash and Cash Equivalents 4.3
Schneider Electric SE 2.8
United States Treasury 1.88% 15-Nov-2051 2.7
Diageo PLC 2.6
Alcon AG 2.4
Microsoft Corp 2.3
Siemens Healthineers AG 2.3
SGS SA Cl N 2.1
Aon PLC Cl A 2.1
Wolters Kluwer NV Cl C 2.1
Total allocation in top holdings 25.7
Portfolio characteristics
Standard deviation -
Dividend yield 1.2%
Yield to maturity 3.9%
Duration (years) 9.1
Coupon 3.5%
Average credit rating A-

Understanding returns

Annual compound returns (%)

1 MO 3 MO YTD 1 YR
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Calendar year returns (%)

2021 2020 2019 2018
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2017 2016 2015 2014
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Range of returns over five years

Best return Best period end date Worst return
Worst period end date
Data not available based on date of inception
Average return % of periods with positive returns Number of positive periods Number of negative periods
Data not available based on date of inception

Mackenzie Investments

Contact information

Toll free: 1-888-252-1847

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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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Value of $10,000 investment

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