(As of 1/31/2018)

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)
7.70 %
YTD Return -0.83 %
NAVPS
(2/22/2018)
$874.90
Change $2.38 / 0.27 %
Growth of $10,000 (As of January 31, 2018)
MER 3.01 %
Assets ($mil) $193.16
Rank (1Yr) 56/67
Std Dev (3Yr) 8.69 %
Volatility Ranking (3Yr) 6/10
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 January 31, 2018)
Sector Allocation
(As of January 31, 2018)
Geographic Allocation
(As of January 31, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Boyd Group Income Fund - UnitsIncome Trust UnitsConsumer ServicesCanada6.11%
Kinaxis IncCanadian EquityTechnologyCanada6.00%
Boralex Inc Cl ACanadian EquityUtilitiesCanada3.09%
Morguard CorpCanadian EquityFinancial ServicesCanada2.98%
Killam Apartment REIT - UnitsIncome Trust UnitsFinancial ServicesCanada2.85%
Industrial Alliance Insrnc Fncl Srvcs IncCanadian EquityFinancial ServicesCanada2.78%
Morneau Shepell IncCanadian EquityIndustrial ServicesCanada2.72%
Secure Energy Services IncCanadian EquityEnergyCanada2.71%
CCL Industries Inc Cl BCanadian EquityIndustrial ServicesCanada2.67%
Descartes Systems Group IncCanadian EquityTechnologyCanada2.66%

Performance Data (As of January 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.83 -0.01 1.84 -0.83 2.21 7.15 7.89 3.98
Benchmark -2.60 0.42 4.22 -2.60 -0.58 3.88 2.00 1.83
Quartile Ranking 3 4 4 3 4 2 3 4

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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