(As of 12/31/2021)

Common Sense Asset Builder Fund VII

(2035+ Target Date Portfolio)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(12/1/2014)
6.05 %
YTD Return 7.95 %
NAVPS
(1/17/2022)
$10.29
Change $0.00 / 0.01 %
Growth of $10,000 (As of December 31, 2021)
MER 2.57 %
Assets ($mil) -
Rank (1Yr) 51/53
Std Dev (3Yr) 10.65 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End -
Max Back End 5.75 %
Sales Status Open
 
Objective
The principal objective of the Fund is to achieve a high level of long-term growth while preserving capital.
Fund Manager

Primerica Life Insurance Company of Canada

Portfolio Manager

AGF Investments Inc.

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

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.32 9.04 8.10 7.95 7.95 10.43 6.52 -   
Benchmark 1.83 4.26 5.65 11.33 11.33 13.25 10.38 12.01
Quartile Ranking 1 1 1 4 4 4 4 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 7.95 7.64 15.90 -4.40 6.54 7.38 1.29 -      -      -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 4 4 1 2 3 3 4 - - -

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