(As of 8/31/2025)

Empire Life Canadian Equity GIF - A

(Canadian Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(10/11/2005)
4.45 %
YTD Return 11.72 %
NAVPS
(9/15/2025)
$24.34
Change $0.10 / 0.41 %
Growth of $10,000 (As of August 31, 2025)
MER 2.72 %
Assets ($mil) $128.17
Rank (1Yr) 516/622
Std Dev (3Yr) 17.48 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End -
Max Back End 5.00 %
Sales Status Partially Open
 
Objective
The fundamental investment objective of the Canadian Equity Fund is to provide long-term growth through capital appreciation by investing mainly in stocks of Canadian corporations with mid to large market capitalization.
Fund Manager

Empire Life

Portfolio Manager

Greg Chan, Empire Life

Empire Life Investments Team, Empire Life

Sub-Advisor
-
 
Asset Allocation
(As of August 31, 2025)
Sector Allocation
(As of August 31, 2025)
Geographic Allocation
(As of August 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada7.41%
Agnico Eagle Mines LtdCanadian EquityBasic MaterialsCanada4.17%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada4.01%
Brookfield Corp Cl ACanadian EquityFinancial ServicesCanada3.53%
Shopify Inc Cl ACanadian EquityTechnologyCanada3.46%
Alimentation Couche-Tard IncCanadian EquityConsumer ServicesCanada3.18%
Bank of MontrealCanadian EquityFinancial ServicesCanada3.15%
Canadian Dollars - LondonCash and EquivalentsCash and Cash EquivalentCanada2.86%
Canadian Natural Resources LtdCanadian EquityEnergyCanada2.76%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada2.68%

Performance Data (As of August 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.25 7.15 9.35 11.72 16.86 11.97 11.25 5.83
Benchmark 4.96 9.85 14.09 17.59 25.86 17.49 14.98 10.82
Quartile Ranking 3 2 4 4 4 4 4 4

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 13.91 10.14 -6.20 19.57 -5.75 14.82 -14.77 5.33 14.97 -1.40
Benchmark 21.65 11.75 -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32
Quartile Ranking 4 1 3 4 4 4 4 3 2 1

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