Fund overview & performance

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Annualized returns

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Canada Life Risk-Managed Growth Portfolio

April 30, 2022

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 February 28, 2022)

Asset allocation (%)

Name Percent
International Equity 41.5
US Equity 18.7
Canadian Equity 11.3
Domestic Bonds 9.8
Foreign Bonds 7.4
Cash and Equivalents 4.3
Income Trust Units 0.2
Other 6.8

Geographic allocation (%)

Name Percent
Canada 30.3
United States 26.2
Multi-National 24.9
United Kingdom 2.4
China 1.3
Taiwan 1.3
Asia 1.2
Japan 1.1
Switzerland 1.0
Other 10.3

Sector allocation (%)

Name Percent
Mutual Fund 29.9
Fixed Income 18.7
Technology 9.2
Financial Services 8.3
Consumer Goods 4.9
Healthcare 4.4
Cash and Cash Equivalent 4.3
Consumer Services 4.3
Basic Materials 2.8
Other 13.2

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 28, 2022)

Top holdings %
Canada Life Risk Reduction Pool Series R 24.9
Canada Life Pathways Global Tactical Fund I Series 8.0
Canada Life Foreign Equity Fund A 8.0
Canada Life Pathways Global Multi Sect Bond Fd A 7.0
Canada Life Global Founders Fd A 6.9
Vanguard Emerging Markets Stock Index ETF (VWO) 6.8
Mackenzie US All Cap Growth Fund Series A 6.2
Canada Life Canadian Growth Fund A 6.0
Mackenzie Canadian Aggregate Bond Index ETF (QBB) 5.9
Canada Life Canadian Low Volatility Fund A 5.0
Total allocation in top holdings 84.7
Portfolio characteristics
Standard deviation -
Dividend yield 2.3%
Yield to maturity 3.2%
Duration (years) 5.8
Coupon 3.4%
Average credit rating A

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 (%)

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

Irish Life Investment Managers Limited

Contact information

Toll free: 1-888-252-1847

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Summary

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Total returns performance

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Last price

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Value of $10,000 investment

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