Fund overview & performance

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Canada Life Canadian Focused Growth Fund

March 31, 2024

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 January 31, 2024)

Asset allocation (%)

Name Percent
Canadian Equity 53.5
US Equity 23.5
International Equity 17.0
Cash and Equivalents 6.0

Geographic allocation (%)

Name Percent
Canada 59.5
United States 23.5
Ireland 10.0
France 4.2
United Kingdom 2.7
Other 0.1

Sector allocation (%)

Name Percent
Financial Services 18.8
Industrial Services 15.1
Technology 11.7
Consumer Services 11.1
Industrial Goods 10.6
Real Estate 9.1
Consumer Goods 7.7
Cash and Cash Equivalent 6.0
Basic Materials 5.0
Other 4.9

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of January 31, 2024)

Top holdings %
Cash and Cash Equivalents 5.8
CAE Inc 5.1
Stantec Inc 5.1
Intact Financial Corp 5.0
Royal Bank of Canada 4.9
Accenture PLC Cl A 4.5
Premium Brands Holdings Corp 4.3
Schneider Electric SE 4.2
Aon PLC Cl A 4.2
Boyd Group Services Inc 3.7
Total allocation in top holdings 46.8
Portfolio characteristics
Standard deviation 13.3%
Dividend yield 1.5%
Average market cap (million) $254,897.4

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 (December 1, 2016 - March 31, 2024)

Best return Best period end date Worst return
Worst period end date
14.3% Dec. 2021 8.1% June 2022
Average return % of periods with positive returns Number of positive periods Number of negative periods
9.9% 100.0% 29 0

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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Value of $10,000 investment

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