(As of 8/31/2021)

Empire Canadian Equity Fund - A

(Canadian Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/11/2005)
3.56 %
YTD Return 15.28 %
NAVPS
(9/17/2021)
$17.34
Change ($0.12) / -0.67 %
Growth of $10,000 (As of August 31, 2021)
MER 2.70 %
Assets ($mil) $190.80
Rank (1Yr) 244/484
Std Dev (3Yr) 18.45 %
Volatility Ranking (3Yr) 9/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End -
Max Back End 5.00 %
Sales Status
 
Objective
The fundamental investment objective of the Canadian Equity Fund is to provide long-term growth through capital appreciation by investing mainly in stocks of Canadian corporations with mid to large market capitalization.
Fund Manager

Empire Life

Portfolio Manager

Greg Chan, Empire Life Investments Inc.

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.64 3.33 13.79 15.28 24.99 2.64 3.19 5.37
Benchmark 1.63 4.99 15.50 20.16 28.24 11.58 10.40 8.10
Quartile Ranking 4 4 4 4 3 4 4 3

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund -5.76 14.82 -14.77 5.33 14.97 -1.40 10.92 18.38 2.81 -5.31
Benchmark 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71
Quartile Ranking 4 4 4 3 2 1 2 3 4 1

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