(As of 12/31/2022)

Empire Life Global Smaller Companies GIF 75/75 K

(Global Small/Mid Cap Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(5/28/2018)
5.17 %
YTD Return -13.74 %
NAVPS
(2/6/2023)
$13.62
Change ($0.09) / -0.66 %
Growth of $10,000 (As of December 31, 2022)
MER 2.84 %
Assets ($mil) $13.05
Rank (1Yr) 60/114
Std Dev (3Yr) 13.32 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
Fund Manager
Data not available
Portfolio Manager

Ashley Misquitta, Empire Life Investments Inc.

David Mann, Empire Life Investments Inc.

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

Performance Data (As of December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.45 11.05 11.51 -13.74 -13.74 4.92 -    -   
Benchmark -3.03 9.47 9.94 -13.14 -13.14 3.68 4.40 10.24
Quartile Ranking 3 1 1 3 3 2 - -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -13.74 13.00 18.49 22.21 -      -      -      -      -      -     
Benchmark -13.14 15.50 11.07 20.09 -7.34 15.40 7.47 16.61 9.59 34.91
Quartile Ranking 3 2 2 1 - - - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2023 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.