(As of 5/31/2025)

Empire Equity Growth Fund

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





Inception Return
(1/31/1980)
9.83 %
YTD Return 2.23 %
NAVPS
(6/30/2025)
$245.10
Change $1.13 / 0.46 %
Growth of $10,000 (As of May 31, 2025)
MER 1.41 %
Assets ($mil) $1.47
Rank (1Yr) 383/489
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
-
 
Asset Allocation
(As of May 31, 2025)
Sector Allocation
(As of May 31, 2025)
Geographic Allocation
(As of May 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Empire American Value Fund - AUS EquityMutual FundUnited States26.83%
Canadian Dollars - LondonCash and EquivalentsCash and Cash EquivalentCanada9.48%
EMP GLOBAL GROWTH GIF - CL FInternational EquityMutual FundMulti-National4.54%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada3.22%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada1.97%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada1.88%
Enbridge IncCanadian EquityEnergyCanada1.82%
WSP Global IncCanadian EquityReal EstateCanada1.53%
EMPIRE LIFE AMERICAN GROWTH GIF CLASS FUS EquityMutual FundUnited States1.42%
Constellation Software IncCanadian EquityTechnologyCanada1.35%

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 5.52 0.84 -0.46 2.23 10.97 8.87 11.66 7.24
Benchmark 5.40 1.55 2.30 4.52 18.04 12.15 13.63 8.75
Quartile Ranking 2 1 3 3 4 3 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

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