Fund overview & performance

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Canada Life Sustainable Growth Portfolio

May 31, 2022

Designed for investors looking for a socially-conscious investment solution while at the same time wanting to meet their long-term investment objectives. This solution seeks to invest in the securities of companies that have sound environmental, social and governance practises alongside attractive financial characteristics.

Is this fund right for you?

  • Growth oriented investors who are looking to generate long-term capital growth with some income using a responsible investing approach.
  • Investors who want exposure to a globally diverse mix of asset classes, with a primary focus on equities.
  • 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
US Equity 46.4
International Equity 32.5
Foreign Bonds 13.2
Cash and Equivalents 6.3
Domestic Bonds 1.5
Other 0.1

Geographic allocation (%)

Name Percent
United States 52.6
France 6.0
United Kingdom 5.9
Canada 5.6
Germany 3.8
Netherlands 3.7
Japan 3.7
Sweden 2.3
Mexico 1.9
Other 14.5

Sector allocation (%)

Name Percent
Financial Services 16.2
Technology 15.8
Fixed Income 14.7
Healthcare 13.7
Consumer Services 7.3
Consumer Goods 6.4
Cash and Cash Equivalent 6.3
Industrial Goods 5.6
Real Estate 4.0
Other 10.0

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of February 28, 2022)

Top holdings %
Microsoft Corp 4.0
Cash and Cash Equivalents 4.0
Amazon.com Inc 2.6
Alphabet Inc Cl A 2.3
UnitedHealth Group Inc 1.9
Abbvie Inc 1.6
Bristol-Myers Squibb Co 1.6
Apple Inc 1.5
Mastercard Inc Cl A 1.5
Italy Government 0.90% 01-Aug-2022 1.3
Total allocation in top holdings 22.3
Portfolio characteristics
Standard deviation -
Dividend yield 2.1%
Yield to maturity 2.1%
Duration (years) 8.8
Coupon 2.1%
Average credit rating A+

Understanding returns

Annual compound returns (%)

1 MO 3 MO YTD 1 YR
Data not available based on date of inception
3 YR 5 YR 10 YR INCEPTION
Data not available based on date of inception

Calendar year returns (%)

2021 2020 2019 2018
Data not available based on date of inception
2017 2016 2015 2014
Data not available based on date of inception

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

JPMorgan Asset Management (Canada) Inc.

Contact information

Toll free: 1-888-252-1847

Data not available based on date of inception

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