Fund overview & performance

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Canada Life Risk-Managed Growth Portfolio

June 30, 2024

The Fund’s primary focus is to provide long-term capital growth with some income, while seeking to reduce portfolio volatility.

Is this fund right for you?

  • A person who is investing for the medium to longer term while seeking the potential for capital growth and is comfortable with low to Medium risk.
  • Since the fund invests in stocks and bonds its value is affected by changes in interest rates and by stock prices, which can rise and fall in a short period of time.
  • 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 April 30, 2024)

Asset allocation (%)

Name Percent
US Equity 42.3
International Equity 19.8
Canadian Equity 16.2
Foreign Bonds 13.2
Cash and Equivalents 6.8
Income Trust Units 0.3
Domestic Bonds 0.2
Other 1.2

Geographic allocation (%)

Name Percent
United States 51.3
Canada 21.2
United Kingdom 2.9
Japan 2.0
China 2.0
Ireland 1.8
Taiwan 1.6
Mexico 1.4
India 1.3
Other 14.5

Sector allocation (%)

Name Percent
Technology 20.0
Fixed Income 14.7
Financial Services 13.6
Consumer Services 7.6
Healthcare 7.0
Cash and Cash Equivalent 6.8
Consumer Goods 5.5
Energy 5.2
Basic Materials 3.9
Other 15.7

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of April 30, 2024)

Top holdings %
Canada Life Risk Reduction Pool Series R 23.1
Canada Life Global Multi-Sector Bond Fund A 12.0
Canada Life Global All Cap Equ Fd A 10.0
Canada Life Canadian Growth Fund A 8.4
Mackenzie Canadian Equity Index ETF (QCN) 7.4
Vanguard Emerging Markets Stock Index ETF (VWO) 7.1
Canada Life U.S. All Cap Growth Fund A 6.0
Vanguard Developed Markets Index ETF (VEA) 5.4
Canada Life Global Tactical Fund I Series 5.0
Canada Life Global Low Volatility Fund A 5.0
Total allocation in top holdings 89.4
Portfolio characteristics
Standard deviation 8.1%
Dividend yield 2.0%
Yield to maturity 7.5%
Duration (years) 6.0
Coupon 6.1%
Average credit rating BBB+

Understanding returns

Annual compound returns (%)

1 MO 3 MO YTD 1 YR

Calendar year returns (%)

2023 2022 2021 2020
2019 2018 2017 2016

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

Irish Life Investment Managers Limited

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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