Fund overview & performance

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Canada Life Emerging Markets Equity Fund

May 31, 2025

A growth-style fund seeking long-term development in emerging markets around the world.

Is this fund right for you?

Risk Rating

How is the fund invested?

Asset allocation (%)

Name Percent

Geographic allocation (%)

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Sector allocation (%)

Name Percent

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details

Top holdings %
Total allocation in top holdings -
Portfolio characteristics
Standard deviation -
Dividend yield -
Average market cap (million) -

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 (%)

2024 2023 2022 2021
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2020 2019 2018 2017
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

Q1 2025 Fund Commentary

Market commentary

Emerging markets faced a complex economic environment during the first quarter. Central banks continued to lower interest rates to support growth during the global trade dispute. Global growth forecasts were revised downward because of the trade tensions. Inflation rates in emerging markets remained elevated, although they showed signs of moderating.

Despite these challenges, emerging markets equities gained. The MSCI Emerging Markets Index posted a total return of 2.97%, outperforming the S&P 500 Index. Chinese equities posted a small loss amid tariff concerns, and despite government stimulus and artificial intelligence innovations. Brazil and Mexico gained over the quarter.

The consumer discretionary and communication services sectors posted strong gains, driven by the rally in Chinese stocks. The information technology sector declined as investors were concerned about issues among U.S. technology companies.

Performance

The Fund’s relative overweight exposure to Pop Mart International Group Ltd., Zhejiang Leapmotor Technology Co. Ltd. and Hanwha Solutions Corp. was positive for performance. Relative overweight exposure to Oberoi Realty Ltd., and Dixon Technologies (India) Ltd. was negative for performance.

At the sector level, stock selection in industrials, information technology and financials was positive for performance, as were value and growth stocks. Exposure to real estate was negative for performance, as were quality stocks.

At a geographic level, exposure to China was positive for performance, while India was negative.

Portfolio activity

Portfolio activity was an outcome of the sub-advisor’s process driven by stock selection, optimization and a vetting process run on a daily basis.

Mackenzie Investments

Contact information

Toll free: 1-844-730-1633

Data not available based on date of inception

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