(As of 5/31/2022)

London Life 2020 Profile (PSG)

(Short Term Target Date Portfolio)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2013





Inception Return
(12/11/2006)
1.91 %
YTD Return -8.93 %
NAVPS
(6/23/2022)
$12.90
Change $0.03 / 0.23 %
Growth of $10,000 (As of May 31, 2022)
MER 2.93 %
Assets ($mil) $140.38
Rank (1Yr) 29/32
Std Dev (3Yr) 5.40 %
Volatility Ranking (3Yr) 1/10
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 2020, 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 May 31, 2022)
Sector Allocation
(As of May 31, 2022)
Geographic Allocation
(As of May 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
London Life Core Plus Bond (Portico)Domestic BondsFixed IncomeCanada22.90%
LON Core Bond (P) 75/75Domestic BondsFixed IncomeCanada11.50%
LON Corporate Bond (Port) 75/75Domestic BondsFixed IncomeCanada7.50%
LON Mortgage (P) 75/75Domestic BondsFixed IncomeCanada6.70%
LON Uncons Fixed Inc (M) 75/75Domestic BondsFixed IncomeCanada5.00%
London Life International Bond (BW)Foreign BondsFixed IncomeMulti-National4.05%
LON Foreign Equity (M) 75/75International EquityMutual FundMulti-National4.00%
LON Canadian Equity (LC) 75/75Canadian EquityMutual FundCanada3.50%
LON Dividend (G) 75/75Canadian EquityMutual FundCanada3.50%
LON Real Return Bond (Port) 75/75Domestic BondsFixed IncomeCanada3.35%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.54 -5.46 -7.28 -8.93 -6.41 -0.21 0.23 2.72
Benchmark -0.28 -5.02 -6.10 -7.84 -4.33 2.16 2.77 3.88
Quartile Ranking 4 4 4 4 4 4 4 3

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 2.02 4.45 7.11 -1.95 2.43 2.51 2.18 6.14 8.23 4.94
Benchmark 3.73 8.35 10.87 -1.25 4.30 6.19 0.56 9.52 2.02 4.68
Quartile Ranking 4 4 4 4 3 3 3 4 3 -

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