(As of 10/31/2023)

Empire Equity Growth Fund

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





Inception Return
(1/31/1980)
9.57 %
YTD Return 0.29 %
NAVPS
(11/29/2023)
$194.04
Change $0.24 / 0.12 %
Growth of $10,000 (As of October 31, 2023)
MER 1.40 %
Assets ($mil) $1.27
Rank (1Yr) 333/506
Std Dev (3Yr) 15.29 %
Volatility Ranking (3Yr) 6/10
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

Empire Life Investments Team, Empire Life

Sub-Advisor
Data not available
 
Asset Allocation
(As of October 31, 2023)
Sector Allocation
(As of October 31, 2023)
Geographic Allocation
(As of October 31, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Empire American Value Fund - AUS EquityMutual FundUnited States35.73%
Canadian Dollars - LondonCash and EquivalentsCash and Cash EquivalentCanada3.38%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada2.87%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada2.85%
EMP GLOBAL GROWTH GIF - CL FInternational EquityMutual FundMulti-National2.56%
Canadian Natural Resources LtdCanadian EquityEnergyCanada1.83%
Alimentation Couche-Tard IncCanadian EquityConsumer ServicesCanada1.68%
Bank of MontrealCanadian EquityFinancial ServicesCanada1.51%
Intact Financial CorpCanadian EquityFinancial ServicesCanada1.49%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada1.48%

Performance Data (As of October 31, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.33 -4.37 -4.48 0.29 1.37 10.10 6.22 6.84
Benchmark -2.36 -6.92 -4.91 2.47 3.69 8.54 7.47 7.12
Quartile Ranking 1 1 2 3 3 1 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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