(As of 12/31/2019)

London Life 2035 Profile (PSG)

(2035 Target Date Portfolio)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(12/11/2006) 		3.03 %
YTD Return 10.26 %
NAVPS
(1/27/2020) 		$14.94
Change ($0.09) / -0.60 %
Growth of $10,000 (As of December 31, 2019)
MER 3.08 %
Assets ($mil) $254.15
Rank (1Yr) 19/20
Std Dev (3Yr) 5.25 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.00 %
Sales Status Open
 
Objective
This fund's objective is to provide a balanced return of capital growth and current income through to its target date in 2035, by investing primarily in units of equity and fixed income investment funds of London Life. Overtime, this profile fund will gradually increase its allocation of fixed income fund units while reducing its allocation of equity fund units to provide the potential for stable growth closer to the target date.
Management Co.
GLC Asset Management Group Ltd.
Managers
London Capital Management - Mgmt. Team
 
Asset Allocation
(As of December 31, 2019)
Sector Allocation
(As of December 31, 2019)
Geographic Allocation
(As of December 31, 2019)
Top 10 Holdings
NameAssetSectorGeographicPercent
LON Core Bond (P) 75/75Domestic BondsFixed IncomeCanada12.40%
London Life Core Plus Bond (Portico)Domestic BondsFixed IncomeCanada10.70%
London Life US Value (LC)US EquityMutual FundUnited States9.20%
LON Real Estate (GRA) 75/75OtherMutual FundCanada8.10%
LON Cdn Value Equity (LK) 75/75Canadian EquityMutual FundCanada6.60%
LON Mortgage (P) 75/75Domestic BondsFixed IncomeCanada5.60%
London Life Intl Equity (S)International EquityMutual FundMulti-National5.50%
LON American Growth (A) 75/75US EquityMutual FundUnited States4.80%
LON Ivy Foreign Equity (M) 75/75International EquityMutual FundMulti-National4.70%
London Life Intl Opportunity (JPM)International EquityMutual FundMulti-National4.70%

Performance Data (As of December 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.09 2.42 2.96 10.26 10.26 3.18 3.57 5.00
Benchmark 1.04 5.29 6.82 16.29 16.29 9.47 9.74 10.00
Quartile Ranking 4 3 4 4 4 4 4 3

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 10.26 -5.19 5.09 4.83 3.49 5.94 15.30 6.84 -1.93 6.84
Benchmark 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84 -2.08 6.37
Quartile Ranking 4 4 4 4 4 4 3 4 3 4

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