Inception Return
(10/30/2019)
|
11.10 %
|
|
YTD Return
|
6.20 %
|
|
NAVPS
(5/8/2025)
|
$14.49
|
|
Change
|
($0.04) / -0.30 %
|
|
|
Growth of $10,000
(As of April 30, 2025)
|
|
MER
|
0.16 %
|
|
Assets ($mil)
|
$165.49
|
|
Rank (1Yr)
|
23/723
|
|
Std Dev (3Yr)
|
-
|
|
Volatility Ranking (3Yr)
|
6/10
|
|
RRSP Eligibility
|
Yes
|
|
Load
|
Choice of Front or No Load
|
|
Max Front End
|
-
|
|
Max Back End
|
-
|
|
Sales Status
|
Open
|
|
|
Objective
IPC Multi-Factor Canadian Equity seeks to achieve long-term capital growth by primarily investing, directly or indirectly, in Canadian equity securities using a multi-factor investment approach. The fundamental investment objective of IPC Multi-Factor Canadian Equity cannot be changed without obtaining prior approval of Security holders at a meeting called for that purpose.
|
Fund Manager
Canada Life Investment Management Ltd.
Portfolio Manager
Mackenzie Financial Corporation
Sub-Advisor
Mackenzie Financial Corporation
|
|
Asset Allocation
(As of February 28, 2025)
|
Sector Allocation
(As of February 28, 2025)
|
Geographic Allocation
(As of February 28, 2025)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Loblaw Cos Ltd | Canadian Equity | Consumer Services | Canada | 5.56% |
| Kinross Gold Corp | Canadian Equity | Basic Materials | Canada | 5.44% |
| Fairfax Financial Holdings Ltd | Canadian Equity | Financial Services | Canada | 4.90% |
| Dollarama Inc | Canadian Equity | Consumer Services | Canada | 4.23% |
| Thomson Reuters Corp | Canadian Equity | Industrial Services | Canada | 3.82% |
| CGI Inc Cl A | Canadian Equity | Technology | Canada | 3.71% |
| George Weston Ltd | Canadian Equity | Consumer Services | Canada | 3.59% |
| Metro Inc | Canadian Equity | Consumer Services | Canada | 3.16% |
| TMX Group Ltd | Canadian Equity | Financial Services | Canada | 3.04% |
| iA Financial Corp Inc | Canadian Equity | Financial Services | Canada | 2.96% |
Performance Data
(As of April 30, 2025)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
2.61
|
4.14
|
9.31
|
6.20
|
23.56
|
12.54
|
15.56
|
-
|
|
Benchmark
|
-0.10
|
-2.00
|
4.34
|
1.41
|
17.85
|
9.57
|
14.37
|
8.27
|
|
Quartile Ranking
|
1
|
1
|
1
|
1
|
1
|
1
|
1
|
-
|
|
Calendar Return (%)
|
2024
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
|
Fund
|
22.20
|
12.13
|
-0.84
|
25.90
|
-3.35
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
21.65
|
11.75
|
-5.84
|
25.09
|
5.60
|
22.88
|
-8.89
|
9.10
|
21.08
|
-8.32
|
|
Quartile Ranking
|
1
|
2
|
1
|
2
|
4
|
-
|
-
|
-
|
-
|
-
|