(As of 9/30/2017)

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)
2.96 %
YTD Return 1.98 %
NAVPS
(10/19/2017)
$13.84
Change $0.01 / 0.07 %
Growth of $10,000 (As of September 30, 2017)
MER 3.08 %
Assets ($mil) $206.43
Rank (1Yr) 7/10
Std Dev (3Yr) 5.57 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.00 %
Sales Status
 
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.
London Capital Management Ltd.
Managers
 
Asset Allocation
(As of September 30, 2017)
Sector Allocation
(As of September 30, 2017)
Geographic Allocation
(As of September 30, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
LON Core Bond (P) 75/75Domestic BondsMutual FundCanada11.60%
London Life Core Plus Bond (Portico)Domestic BondsMutual FundCanada9.90%
London Life U.S. Value (LC)US EquityMutual FundUnited States9.20%
LON Real Estate (GRA) 75/75OtherMutual FundCanada8.20%
LON Canadian Equity (LC) 75/75Canadian EquityMutual FundCanada7.30%
London Life Intl Equity (S)International EquityMutual FundMulti-National6.00%
LON American Growth (A) 75/75US EquityMutual FundUnited States5.30%
LON Mortgage (P) 75/75Domestic BondsMutual FundCanada4.60%
LON Global Equity (PUT) 75/75International EquityMutual FundMulti-National4.50%
LON Foreign Equity (M) 75/75International EquityMutual FundMulti-National4.30%

Performance Data (As of September 30, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.96 -0.35 -0.13 1.98 3.12 3.61 6.64 3.01
Benchmark 0.88 0.41 1.76 6.55 8.04 10.36 13.49 6.84
Quartile Ranking 3 3 4 4 3 4 4 4

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 4.83 3.49 5.94 15.30 6.84 -1.93 6.84 12.56 -20.51 0.40
Benchmark 3.66 17.03 13.13 24.73 10.84 -2.08 6.37 10.29 -16.02 -5.75
Quartile Ranking 3 3 4 3 4 3 4 4 2 4

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