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?
Risk Rating
How is the fund invested?
(as of March 31, 2024)
Asset allocation (%)
|
Name |
Percent |
|
Domestic Bonds |
2.8 |
|
Cash and Equivalents |
2.3 |
|
Other |
94.9 |
Geographic allocation (%)
|
Name |
Percent |
|
Canada |
100.0 |
Sector allocation (%)
|
Name |
Percent |
|
Fixed Income |
2.8 |
|
Cash and Cash Equivalent |
2.3 |
|
Other |
94.9 |
Growth of $10,000
(since inception)
Data not available based on date of inception
Fund details
(as of March 31, 2024)
| Top holdings |
% |
| Real Estate |
94.9 |
| Bonds |
2.8 |
| Cash |
2.3 |
| Total allocation in top holdings |
100.0 |
| Portfolio characteristics |
|
| Standard deviation |
2.9% |
| Dividend yield |
- |
| Average market cap (million) |
- |
Understanding returns
Annual compound returns (%)
| 1 MO |
3 MO |
YTD |
1 YR |
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| 3 YR |
5 YR |
10 YR |
INCEPTION |
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Calendar year returns (%)
|
2023 |
2022 |
2021 |
2020 |
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2019 |
2018 |
2017 |
2016 |
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Range of returns over five years
(November 1, 2009 - March 31, 2024)
| Best return |
Best period end date |
Worst return |
Worst period end date |
|
8.6% |
Aug. 2015 |
1.8% |
March 2024 |
| Average return |
% of periods with positive returns |
Number of positive periods |
Number of negative periods |
|
4.5% |
100.0% |
114 |
0 |