(As of 9/30/2024)

London Life 2020 Profile

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





Inception Return
(12/11/2006)
2.19 %
YTD Return 6.61 %
NAVPS
(10/11/2024)
$14.68
Change $0.05 / 0.32 %
Growth of $10,000 (As of September 30, 2024)
MER 2.92 %
Assets ($mil) $123.29
Rank (1Yr) 29/32
Std Dev (3Yr) 5.40 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load Front 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 September 30, 2024)
Sector Allocation
(As of September 30, 2024)
Geographic Allocation
(As of September 30, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
London Life Can Core P BondDomestic BondsFixed IncomeCanada22.90%
GWL Can Core Bond 75/75Domestic BondsFixed IncomeCanada11.50%
LON Can Corp Bond 75/75Domestic BondsFixed IncomeCanada7.50%
LON Mortgage 75/75Domestic BondsFixed IncomeCanada6.70%
LON Uncon F I 75/75Domestic BondsFixed IncomeCanada5.00%
London Life International Bond (BW)Foreign BondsFixed IncomeMulti-National4.05%
LON Foreign Equity 75/75International EquityMutual FundMulti-National4.00%
LON Can Equ Value 75/75Canadian EquityMutual FundCanada3.50%
LON Can Focused Div 75/75Canadian EquityMutual FundCanada3.50%
LON Amer Growth 75/75US EquityMutual FundUnited States3.00%

Performance Data (As of September 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.73 4.65 5.15 6.61 13.73 0.67 1.38 1.96
Benchmark 2.15 6.03 6.68 7.38 16.21 2.37 3.25 3.81
Quartile Ranking 4 4 4 4 4 4 4 3

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 5.04 -10.70 2.02 4.45 7.11 -1.95 2.43 2.51 2.18 6.14
Benchmark 7.79 -9.93 3.73 8.35 10.87 -1.25 4.30 6.19 0.56 9.52
Quartile Ranking 4 4 4 4 4 4 3 3 3 4

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