(As of 2/28/2023)

London Life Can Foc Blen Eq

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






Inception Return
(11/20/2001)
6.13 %
YTD Return 3.00 %
NAVPS
(3/23/2023)
$34.10
Change ($0.11) / -0.32 %
Growth of $10,000 (As of February 28, 2023)
MER 3.08 %
Assets ($mil) $180.16
Rank (1Yr) 458/550
Std Dev (3Yr) 15.48 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.00 %
Sales Status Open
 
Objective
The investment objective of the fund is to provide above-average long-term capital growth by investing primarily in publicly traded Canadian common stocks in long-term growth sectors/industries of the market.
Fund Manager

Connor, Clark & Lunn Investment Management Ltd.

Portfolio Manager

London Life Insurance Co.

Sub-Advisor
Data not available
 
Asset Allocation
(As of January 31, 2023)
Sector Allocation
(As of January 31, 2023)
Geographic Allocation
(As of January 31, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada7.05%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada5.49%
Canadian Pacific Railway LtdCanadian EquityIndustrial ServicesCanada3.53%
Bank of MontrealCanadian EquityFinancial ServicesCanada3.52%
Canadian National Railway CoCanadian EquityIndustrial ServicesCanada3.06%
Canadian Natural Resources LtdCanadian EquityEnergyCanada2.95%
Constellation Software IncCanadian EquityTechnologyCanada2.66%
Franco-Nevada CorpCanadian EquityBasic MaterialsCanada2.14%
Enbridge IncCanadian EquityEnergyCanada2.09%
Brookfield Corp Cl ACanadian EquityFinancial ServicesCanada2.03%

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.42 -1.97 3.64 3.00 -3.29 10.60 7.53 7.25
Benchmark -2.45 -0.35 6.30 4.78 -1.21 10.83 8.82 7.86
Quartile Ranking 4 4 4 4 4 2 2 2

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -7.23 23.01 11.07 20.73 -12.62 3.02 16.28 -7.26 11.14 25.53
Benchmark -5.84 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99
Quartile Ranking 4 2 1 1 4 4 2 3 2 1

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