(As of 12/31/2022)

Empire Equity Growth Fund

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





Inception Return
(1/31/1980)
9.75 %
YTD Return -2.85 %
NAVPS
(2/6/2023)
$192.62
Change ($0.56) / -0.29 %
Growth of $10,000 (As of December 31, 2022)
MER 1.39 %
Assets ($mil) $1.28
Rank (1Yr) 76/505
Std Dev (3Yr) 15.29 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status
 
Objective
The investment objective of this Fund is long-term growth through capital appreciation.
Fund Manager

Empire Life

Portfolio Manager

Gaelen Morphet, Empire Life Investments Inc.

Doug Cooper, Empire Life Investments Inc.

Sara Shahram, Empire Life Investments Inc.

Ian Hardacre, Empire Life Investments Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of December 31, 2022)
Sector Allocation
(As of December 31, 2022)
Geographic Allocation
(As of December 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Canadian Dollars - LondonCash and EquivalentsCash and Cash EquivalentCanada124.64%
Empire American Value Fund - AUS EquityMutual FundUnited States35.41%
US DOLLARCash and EquivalentsCash and Cash EquivalentUnited States17.50%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada3.51%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada2.94%
Alimentation Couche-Tard Inc Cl ACanadian EquityConsumer ServicesCanada2.12%
Enbridge IncCanadian EquityEnergyCanada2.04%
Bank of MontrealCanadian EquityFinancial ServicesCanada1.77%
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada1.76%
Shaw Communications Inc Cl BCanadian EquityTelecommunicationsCanada1.74%

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.49 7.11 6.73 -2.85 -2.85 6.52 5.62 8.67
Benchmark -4.44 6.75 5.28 -8.87 -8.87 6.08 6.12 8.34
Quartile Ranking 1 2 2 1 1 2 2 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -2.85 20.66 3.11 18.06 -7.91 7.15 11.13 4.63 12.51 24.66
Benchmark -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77 10.96 18.57
Quartile Ranking 1 3 3 2 2 3 3 1 1 2

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