Fund overview & performance

Asset class

Based on three-year return


Annualized returns

Between % and %

 


Fund management


Series

Clear all filters

Canada Life Canadian Focused Growth Fund

December 31, 2022

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: Low to Medium

How is the fund invested? (as of October 31, 2022)

Asset allocation (%)

Name Percent
Canadian Equity 50.9
US Equity 26.5
International Equity 17.4
Cash and Equivalents 5.2

Geographic allocation (%)

Name Percent
Canada 56.1
United States 26.5
Ireland 9.0
France 3.9
United Kingdom 2.6
Switzerland 2.0
Other -0.1

Sector allocation (%)

Name Percent
Financial Services 14.0
Technology 12.8
Healthcare 12.7
Industrial Services 12.3
Consumer Goods 9.6
Industrial Goods 8.1
Real Estate 7.2
Basic Materials 5.6
Cash and Cash Equivalent 5.2
Other 12.5

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of October 31, 2022)

Top holdings %
Cash and Cash Equivalents 5.5
Royal Bank of Canada 5.0
Stantec Inc 5.0
Accenture PLC Cl A 4.6
Telus Corp 4.5
Aon PLC Cl A 4.4
Keysight Technologies Inc 4.3
Canadian National Railway Co 3.9
Thomson Reuters Corp 3.9
Schneider Electric SE 3.9
Total allocation in top holdings 45.0
Portfolio characteristics
Standard deviation 15.9%
Dividend yield 1.5%
Average market cap (million) $81,713.3

Understanding returns

Annual compound returns (%)

1 MO 3 MO YTD 1 YR
{{snapShot.Return1Mth|customNumber:1}} {{snapShot.Return3Mth|customNumber:1}} {{snapShot.ReturnYTD|customNumber:1}} {{snapShot.Return1Yr|customNumber:1}}
3 YR 5 YR 10 YR INCEPTION
{{snapShot.Return3Yr|customNumber:1}} {{snapShot.Return5Yr|customNumber:1}} {{snapShot.Return10Yr|customNumber:1}} {{snapShot.ReturnInception|customNumber:1}}

Calendar year returns (%)

2022 2021 2020 2019
{{snapShot.Return1YrCalendar|customNumber:1}} {{snapShot.Return2YrCalendar|customNumber:1}} {{snapShot.Return3YrCalendar|customNumber:1}} {{snapShot.Return4YrCalendar|customNumber:1}}
2018 2017 2016 2015
{{snapShot.Return5YrCalendar|customNumber:1}} {{snapShot.Return6YrCalendar|customNumber:1}} {{snapShot.Return7YrCalendar|customNumber:1}} {{snapShot.Return8YrCalendar|customNumber:1}}

Range of returns over five years (December 1, 2016 - December 31, 2022)

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
10.3% 100.0% 14 0

Mackenzie Investments

Contact information

Toll free: 1-888-252-1847

{{ snapShot.FundName.replace("<em>", "").replace("</em>", "") }}
No matching records found.

Summary

For the period {{NAVPSPerformanceSummary.StartDate}} through {{NAVPSPerformanceSummary.EndDate}} with $10,000 CAD investment

Total returns performance

{{NAVPSPerformanceSummary.Growth | customPercentage}}

Last price

{{NAVPSPerformanceSummary.NAVPS | customCurrency}} CAD

as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

{{NAVPSPerformanceSummary.GrowthOfTenThousand | customCurrency}} CAD

Export to: