(As of 10/31/2023)

London Life Can Foc Blen Eq

(Canadian Equity)
FundGrade A+® Rating recipient
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Inception Return
(11/20/2001)
5.65 %
YTD Return -3.04 %
NAVPS
(11/28/2023)
$35.40
Change $0.00 / -0.01 %
Growth of $10,000 (As of October 31, 2023)
MER 3.08 %
Assets ($mil) $163.90
Rank (1Yr) 481/563
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 September 30, 2023)
Sector Allocation
(As of September 30, 2023)
Geographic Allocation
(As of September 30, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada6.01%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada5.50%
Canadian Natural Resources LtdCanadian EquityEnergyCanada3.85%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada3.33%
Shopify Inc Cl ACanadian EquityTechnologyCanada3.20%
Constellation Software IncCanadian EquityTechnologyCanada2.97%
Enbridge IncCanadian EquityEnergyCanada2.82%
Bank of MontrealCanadian EquityFinancial ServicesCanada2.71%
Canadian National Railway CoCanadian EquityIndustrial ServicesCanada2.47%
Alimentation Couche-Tard IncCanadian EquityConsumer ServicesCanada2.30%

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 -3.11 -7.88 -7.67 -3.04 -2.98 7.85 7.03 5.28
Benchmark -3.21 -7.72 -7.00 0.06 0.43 9.85 7.96 6.69
Quartile Ranking 3 4 3 4 4 3 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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