(As of 6/30/2025)

Empire Equity Growth Fund

(Canadian Focused Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2016





Inception Return
(1/31/1980)
9.87 %
YTD Return 4.60 %
NAVPS
(7/10/2025)
$246.95
Change $0.49 / 0.20 %
Growth of $10,000 (As of June 30, 2025)
MER 1.41 %
Assets ($mil) $1.51
Rank (1Yr) 354/489
Std Dev (3Yr) 15.29 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End -
Max Back End -
Sales Status Capped
 
Objective
The investment objective of this Fund is long-term growth through capital appreciation.
Fund Manager

Empire Life

Portfolio Manager

Empire Life Investments Team, Empire Life

Sub-Advisor
-
 
Asset Allocation
(As of June 30, 2025)
Sector Allocation
(As of June 30, 2025)
Geographic Allocation
(As of June 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Empire American Value Fund - AUS EquityMutual FundUnited States27.39%
Canadian Dollars - LondonCash and EquivalentsCash and Cash EquivalentCanada6.13%
EMP GLOBAL GROWTH GIF - CL FInternational EquityMutual FundMulti-National4.59%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada3.24%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada2.04%
Canadian Pacific Kansas City LtdCanadian EquityIndustrial ServicesCanada1.84%
Enbridge IncCanadian EquityEnergyCanada1.71%
Brookfield Corp Cl ACanadian EquityFinancial ServicesCanada1.55%
WSP Global IncCanadian EquityReal EstateCanada1.48%
EMPIRE LIFE AMERICAN GROWTH GIF CLASS FUS EquityMutual FundUnited States1.46%

Performance Data (As of June 30, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.32 6.11 4.60 4.60 14.00 12.23 12.35 7.74
Benchmark 3.11 7.42 7.77 7.77 21.93 16.53 13.83 9.37
Quartile Ranking 2 2 3 3 3 3 2 2

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 17.16 8.07 -2.85 20.66 3.11 18.06 -7.91 7.15 11.13 4.63
Benchmark 22.75 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77
Quartile Ranking 3 4 1 3 3 2 2 3 3 1

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