Fund overview & performance

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Canada Life Canadian Focused 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 the longer term.
  • You want to invest in Canadian companies.
  • You're comfortable with a low to 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 52.7
US Equity 24.0
International Equity 17.8
Cash and Equivalents 5.6
Other -0.1

Geographic allocation (%)

Name Percent
Canada 58.2
United States 24.0
Ireland 10.3
France 4.5
United Kingdom 2.9
Other 0.1

Sector allocation (%)

Name Percent
Financial Services 19.9
Industrial Services 14.1
Technology 11.9
Industrial Goods 11.6
Consumer Services 11.1
Real Estate 9.1
Consumer Goods 7.3
Cash and Cash Equivalent 5.6
Basic Materials 5.2
Other 4.2

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 29, 2024)

Top holdings %
Cash and Cash Equivalents 5.6
Intact Financial Corp 5.2
Stantec Inc 5.2
Royal Bank of Canada 4.9
Schneider Electric SE 4.5
Accenture PLC Cl A 4.5
Aon PLC Cl A 4.3
CAE Inc 4.0
Premium Brands Holdings Corp 4.0
Boyd Group Services Inc 3.7
Total allocation in top holdings 45.9
Portfolio characteristics
Standard deviation 13.3%
Dividend yield 1.5%
Average market cap (million) $268,693.7

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 (December 1, 2016 - May 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
9.8% 100.0% 31 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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as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

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