Fund overview & performance

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Canada Life Canadian Focused Growth Fund

April 30, 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 February 28, 2022)

Asset allocation (%)

Name Percent
Canadian Equity 50.5
US Equity 27.5
International Equity 16.3
Cash and Equivalents 5.8
Other -0.1

Geographic allocation (%)

Name Percent
Canada 56.3
United States 27.5
Ireland 9.4
France 4.0
Switzerland 2.9
Other -0.1

Sector allocation (%)

Name Percent
Industrial Services 19.1
Financial Services 18.3
Healthcare 14.4
Consumer Goods 12.6
Technology 9.6
Industrial Goods 7.6
Cash and Cash Equivalent 5.8
Consumer Services 4.8
Real Estate 4.5
Other 3.3

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 28, 2022)

Top holdings %
Cash and Cash Equivalents 6.0
Royal Bank of Canada 5.0
Aon PLC Cl A 4.9
Premium Brands Holdings Corp 4.6
Stantec Inc 4.5
Accenture PLC Cl A 4.5
CAE Inc 4.2
Danaher Corp 4.1
Stryker Corp 4.1
TMX Group Ltd 4.1
Total allocation in top holdings 46.0
Portfolio characteristics
Standard deviation 13.9%
Dividend yield 1.3%
Average market cap (million) $79,788.2

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 (December 1, 2016 - April 30, 2022)

Best return Best period end date Worst return
Worst period end date
14.3% Dec. 2021 9.2% Apri 2022
Average return % of periods with positive returns Number of positive periods Number of negative periods
12.1% 100.0% 6 0

Mackenzie Investments

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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as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

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