Inception Return
(10/30/2019)
|
11.82 %
|
|
YTD Return
|
11.08 %
|
|
NAVPS
(6/30/2025)
|
$15.33
|
|
Change
|
$0.14 / 0.93 %
|
|
|
Growth of $10,000
(As of May 31, 2025)
|
|
MER
|
0.16 %
|
|
Assets ($mil)
|
$186.98
|
|
Rank (1Yr)
|
78/725
|
|
Std Dev (3Yr)
|
-
|
|
Volatility Ranking (3Yr)
|
6/10
|
|
RRSP Eligibility
|
Yes
|
|
Load
|
Choice of Front or No Load
|
|
Max Front End
|
-
|
|
Max Back End
|
-
|
|
Sales Status
|
Open
|
|
|
Objective
IPC Multi-Factor Canadian Equity seeks to achieve long-term capital growth by primarily investing, directly or indirectly, in Canadian equity securities using a multi-factor investment approach. The fundamental investment objective of IPC Multi-Factor Canadian Equity cannot be changed without obtaining prior approval of Security holders at a meeting called for that purpose.
|
Fund Manager
Canada Life Investment Management Ltd.
Portfolio Manager
Mackenzie Financial Corporation
Sub-Advisor
Mackenzie Financial Corporation
|
|
Asset Allocation
(As of March 31, 2025)
|
Sector Allocation
(As of March 31, 2025)
|
Geographic Allocation
(As of March 31, 2025)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Kinross Gold Corp | Canadian Equity | Basic Materials | Canada | 6.02% |
| Loblaw Cos Ltd | Canadian Equity | Consumer Services | Canada | 5.64% |
| Fairfax Financial Holdings Ltd | Canadian Equity | Financial Services | Canada | 5.28% |
| Dollarama Inc | Canadian Equity | Consumer Services | Canada | 3.96% |
| CGI Inc Cl A | Canadian Equity | Technology | Canada | 3.89% |
| George Weston Ltd | Canadian Equity | Consumer Services | Canada | 3.74% |
| Thomson Reuters Corp | Canadian Equity | Industrial Services | Canada | 3.69% |
| Metro Inc | Canadian Equity | Consumer Services | Canada | 3.25% |
| TMX Group Ltd | Canadian Equity | Financial Services | Canada | 3.12% |
| iA Financial Corp Inc | Canadian Equity | Financial Services | Canada | 2.82% |
Performance Data
(As of May 31, 2025)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
4.60
|
7.75
|
8.34
|
11.08
|
24.44
|
14.21
|
16.43
|
-
|
|
Benchmark
|
5.56
|
3.87
|
3.54
|
7.05
|
21.05
|
11.55
|
14.92
|
8.99
|
|
Quartile Ranking
|
4
|
1
|
1
|
1
|
1
|
1
|
1
|
-
|
|
Calendar Return (%)
|
2024
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
|
Fund
|
22.20
|
12.13
|
-0.84
|
25.90
|
-3.35
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
21.65
|
11.75
|
-5.84
|
25.09
|
5.60
|
22.88
|
-8.89
|
9.10
|
21.08
|
-8.32
|
|
Quartile Ranking
|
1
|
2
|
1
|
2
|
4
|
-
|
-
|
-
|
-
|
-
|