(As of 8/31/2022)

Empire Canadian Equity Fund - A

(Canadian Equity)
FundGrade A+® Rating recipient
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Inception Return
(10/11/2005)
3.16 %
YTD Return -6.35 %
NAVPS
(9/29/2022)
$16.21
Change ($0.18) / -1.09 %
Growth of $10,000 (As of August 31, 2022)
MER 2.72 %
Assets ($mil) $161.38
Rank (1Yr) 288/548
Std Dev (3Yr) 17.48 %
Volatility Ranking (3Yr) 8/10
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, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.81 -5.25 -5.90 -6.35 -2.87 4.11 2.06 5.19
Benchmark -1.61 -5.99 -7.07 -7.19 -3.38 8.75 8.12 8.13
Quartile Ranking 2 3 3 3 3 4 4 4

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 19.57 -5.75 14.82 -14.77 5.33 14.97 -1.40 10.92 18.37 2.81
Benchmark 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19
Quartile Ranking 4 4 4 4 3 2 1 2 3 4

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