(As of 8/31/2022)

London Life 2050 Profile

(2035+ Target Date Portfolio)
FundGrade A+® Rating recipient
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Inception Return
(12/11/2006)
3.16 %
YTD Return -11.81 %
NAVPS
(9/29/2022)
$15.59
Change ($0.14) / -0.87 %
Growth of $10,000 (As of August 31, 2022)
MER 3.22 %
Assets ($mil) $294.54
Rank (1Yr) 48/53
Std Dev (3Yr) 11.45 %
Volatility Ranking (3Yr) 5/10
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 2050, 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.
Fund Manager

GLC Asset Management Group Ltd.

Portfolio Manager

London Life Insurance Co.

Sub-Advisor
Data not available
 
Asset Allocation
(As of August 31, 2022)
Sector Allocation
(As of August 31, 2022)
Geographic Allocation
(As of August 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
LON Real Est 75/75OtherMutual FundCanada10.37%
LON Amer Growth 75/75US EquityMutual FundUnited States8.80%
LON U.S. Growth 75/75US EquityMutual FundUnited States7.96%
LON Canadian Growth 75/75Canadian EquityMutual FundCanada7.68%
LON Canadian Equity 75/75Canadian EquityMutual FundCanada7.63%
London Life Intl Opportunity (JPM)International EquityMutual FundMulti-National7.49%
LON U.S. Val Stock 75/75US EquityMutual FundUnited States6.39%
London Life Intl Equity (S)International EquityMutual FundMulti-National5.48%
LON Cdn Sm-Mid Cap 75/75Canadian EquityMutual FundCanada4.98%
London Life Global Small Cap Growth (M)International EquityMutual FundMulti-National4.96%

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 -1.47 -3.65 -7.56 -11.81 -10.13 5.07 4.00 5.83
Benchmark -1.49 -1.91 -8.66 -14.31 -13.35 4.38 5.86 9.78
Quartile Ranking 4 4 4 4 4 3 3 3

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 15.73 8.65 12.33 -7.42 6.45 7.45 3.00 5.19 18.12 6.85
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 3 3 3 4 3 2 3 4 2 2

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