Fund overview & performance

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CAN Real Estate


August 31, 2023

A Canadian real estate fund seeking stable income with opportunity for long-term growth.
The Canada Life Real Estate Fund (GWLRA) SF353 invests in units of the Great-West Life Real Estate Fund (GWLRA).

Is this fund right for you?

  • You want income while also allowing for long-term growth.
  • You want to invest in prime-quality commercial, retail, industrial and residential Canadian properties.
  • You're comfortable with a low to moderate level of risk.

Risk Rating

Risk Rating: Low to Moderate

How is the fund invested? (as of August 31, 2023)

Asset allocation (%)

Name Percent
Cash and Equivalents 4.3
Domestic Bonds 3.4
Other 92.3

Geographic allocation (%)

Name Percent
Canada 100.0

Sector allocation (%)

Name Percent
Cash and Cash Equivalent 4.3
Fixed Income 3.4
Other 92.3

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of August 31, 2023)

Top holdings %
Real Estate 92.3
Cash 4.3
Bonds 3.4
Total allocation in top holdings 100.0
Portfolio characteristics
Standard deviation 2.5%
Dividend yield -
Average market cap (million) -

Understanding returns

Annual compound returns (%)

1 MO 3 MO YTD 1 YR
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Calendar year returns (%)

2022 2021 2020 2019
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2018 2017 2016 2015
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Range of returns over five years (November 1, 2009 - August 31, 2023)

Best return Best period end date Worst return
Worst period end date
8.6% Aug. 2015 2.5% Oct. 2020
Average return % of periods with positive returns Number of positive periods Number of negative periods
4.6% 100.0% 107 0

GWL Realty Advisors Inc.

Contact information

Toll free: 1-888-252-1847

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Total returns performance

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Last price

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Value of $10,000 investment

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