(As of 4/30/2023)

Empire Life Global Smaller Companies GIF 75/75 K

(Global Small/Mid Cap Equity)
FundGrade A+® Rating recipient
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Inception Return
(5/28/2018)
5.32 %
YTD Return 2.39 %
NAVPS
(5/30/2023)
$12.76
Change ($0.01) / -0.09 %
Growth of $10,000 (As of April 30, 2023)
MER 2.80 %
Assets ($mil) $13.59
Rank (1Yr) 68/111
Std Dev (3Yr) 13.32 %
Volatility Ranking (3Yr) 7/10
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 April 30, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.78 -3.91 8.04 2.39 3.81 7.71 -    -   
Benchmark 0.39 -2.26 8.11 5.08 4.71 11.25 4.95 9.60
Quartile Ranking 3 4 3 4 3 4 - -

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 - - - - - -

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