(As of 4/30/2024)

CAN Gl Founders 75/75

(Global Equity)
FundGrade A+® Rating recipient
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Inception Return
(5/11/2020)
10.21 %
YTD Return 6.90 %
NAVPS
(5/23/2024)
$15.28
Change ($0.06) / -0.38 %
Growth of $10,000 (As of April 30, 2024)
MER 2.79 %
Assets ($mil) $28.04
Rank (1Yr) 652/925
Std Dev (3Yr) -
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load
Max Front End -
Max Back End 5.50 %
Sales Status Open
 
Objective
The Fund seeks to provide long-term capital growth by investing primarily in equities worldwide.
Fund Manager

Canada Life Assurance Co.

Portfolio Manager

Beutel Goodman & Company Ltd.

Sub-Advisor
Data not available
 
Asset Allocation
(As of April 30, 2024)
Sector Allocation
(As of April 30, 2024)
Geographic Allocation
(As of April 30, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Qualcomm IncUS EquityTelecommunicationsUnited States3.62%
Amgen IncUS EquityHealthcareUnited States3.23%
Kimberly-Clark CorpUS EquityConsumer GoodsUnited States3.04%
Kellogg CoUS EquityConsumer GoodsUnited States3.00%
Biogen IncUS EquityHealthcareUnited States2.72%
eBay IncUS EquityTechnologyUnited States2.69%
Amdocs LtdUS EquityTechnologyUnited States2.59%
NortonLifeLock IncUS EquityTechnologyUnited States2.53%
American Express CoUS EquityFinancial ServicesUnited States2.52%
Merck & Co IncUS EquityHealthcareUnited States2.50%

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.43 5.74 18.51 6.90 9.32 5.86 -    -   
Benchmark -1.84 6.75 18.70 8.25 18.76 7.92 9.85 10.74
Quartile Ranking 3 2 1 2 3 2 - -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 8.26 -0.16 10.35 -      -      -      -      -      -      -     
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 4 1 4 - - - - - - -

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