(As of 1/31/2025)

Empire Equity Growth Fund

(Canadian Focused Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2016





Inception Return
(1/31/1980)
9.93 %
YTD Return 3.16 %
NAVPS
(2/14/2025)
$238.43
Change ($1.73) / -0.72 %
Growth of $10,000 (As of January 31, 2025)
MER 1.41 %
Assets ($mil) $1.50
Rank (1Yr) 294/506
Std Dev (3Yr) 15.29 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End -
Max Back End -
Sales Status Capped
 
Objective
The investment objective of this Fund is long-term growth through capital appreciation.
Fund Manager

Empire Life

Portfolio Manager

Empire Life Investments Team, Empire Life

Sub-Advisor
Data not available
 
Asset Allocation
(As of January 31, 2025)
Sector Allocation
(As of January 31, 2025)
Geographic Allocation
(As of January 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Empire American Value Fund - AUS EquityMutual FundUnited States32.62%
EMP GLOBAL GROWTH GIF - CL FInternational EquityMutual FundMulti-National4.74%
Canadian Dollars - LondonCash and EquivalentsCash and Cash EquivalentCanada4.56%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada3.89%
Brookfield Corp Cl ACanadian EquityFinancial ServicesCanada2.21%
Bank of MontrealCanadian EquityFinancial ServicesCanada1.94%
Enbridge IncCanadian EquityEnergyCanada1.76%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada1.76%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada1.73%
Canadian Imperial Bank of CommerceCanadian EquityFinancial ServicesCanada1.67%

Performance Data (As of January 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.16 5.00 7.43 3.16 19.44 8.40 9.51 7.76
Benchmark 3.61 7.14 11.91 3.61 26.14 10.33 11.28 9.02
Quartile Ranking 4 4 3 4 3 2 2 2

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 17.16 8.07 -2.85 20.66 3.11 18.06 -7.91 7.15 11.13 4.63
Benchmark 22.75 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77
Quartile Ranking 3 4 1 3 3 2 2 3 3 1

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2025 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.