(As of 3/31/2018)

GWL Mid Cap Canada (G) NL

(Canadian Focused Small/Mid Cap Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(11/25/1997)
7.56 %
YTD Return -2.40 %
NAVPS
(4/19/2018)
$889.69
Change ($5.12) / -0.58 %
Growth of $10,000 (As of March 31, 2018)
MER 3.01 %
Assets ($mil) $185.94
Rank (1Yr) 59/66
Std Dev (3Yr) 8.05 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status
 
Objective
The objective of this fund is to provide above-average capital growth over the long-term.
Management Co.
The Great West Life Assurance Company
Managers
GWL Investment Management Ltd - Mgmt Team
 
Asset Allocation
(As of March 31, 2018)
Sector Allocation
(As of March 31, 2018)
Geographic Allocation
(As of March 31, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Kinaxis IncCanadian EquityTechnologyCanada6.12%
Boyd Group Income Fund - UnitsIncome Trust UnitsConsumer ServicesCanada6.01%
OVERNIGHT DEPOSITSCash and EquivalentsCash and Cash EquivalentCanada5.21%
CCL Industries Inc Cl BCanadian EquityIndustrial ServicesCanada3.05%
Killam Apartment REIT - UnitsIncome Trust UnitsFinancial ServicesCanada3.02%
Winpak LtdCanadian EquityIndustrial GoodsCanada2.90%
Morguard CorpCanadian EquityFinancial ServicesCanada2.84%
Boralex Inc Cl ACanadian EquityUtilitiesCanada2.65%
Industrial Alliance Insrnc Fncl Srvcs IncCanadian EquityFinancial ServicesCanada2.59%
CyrusOne IncUS EquityTechnologyUnited States2.53%

Performance Data (As of March 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.24 -2.40 0.28 -2.40 -2.87 4.32 7.45 3.89
Benchmark -1.86 -8.29 -3.99 -8.29 -7.11 2.00 1.24 1.02
Quartile Ranking 2 3 3 3 4 2 3 3

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 1.27 12.89 6.47 -1.33 27.19 -1.12 -9.24 30.40 46.07 -47.92
Benchmark 4.01 31.95 -16.25 -2.75 4.32 -0.46 -16.16 35.23 68.91 -48.65
Quartile Ranking 4 4 2 3 2 4 2 1 2 4

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