(As of 6/30/2021)

Empire Canadian Equity Fund - A

(Canadian Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(10/11/2005)
3.50 %
YTD Return 13.62 %
NAVPS
(7/30/2021)
$17.31
Change $0.00 / -0.01 %
Growth of $10,000 (As of June 30, 2021)
MER 2.70 %
Assets ($mil) $191.59
Rank (1Yr) 115/482
Std Dev (3Yr) 18.47 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End -
Max Back End 5.00 %
Sales Status
 
Objective
The fundamental investment objective of the Canadian Equity Fund is to provide long-term growth through capital appreciation by investing mainly in stocks of Canadian corporations with mid to large market capitalization.
Management Co.
Empire Life
Managers
  • Greg Chan, Empire Life Investments Inc.
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of June 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.83 6.74 13.62 13.62 31.66 2.24 3.91 4.72
Benchmark 2.48 8.54 17.28 17.28 33.85 10.80 10.77 7.44
Quartile Ranking 3 3 3 3 1 4 4 3

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund -5.76 14.82 -14.77 5.33 14.97 -1.40 10.92 18.38 2.81 -5.31
Benchmark 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71
Quartile Ranking 4 4 4 3 2 1 2 3 4 1

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