This segregated fund invests primarily in Canadian equities currently through the AGF Canadian Dividend Income Fund.
Is this fund right for you?
- A person who is investing for the longer term.
- Seeking the growth potential of stocks, which includes exposure to foreign stocks.
- You're comfortable with a moderate level of risk.
Risk Rating
How is the fund invested?
(as of January 31, 2025)
Asset allocation (%)
|
Name |
Percent |
|
Canadian Equity |
100.0 |
Geographic allocation (%)
|
Name |
Percent |
|
Canada |
100.0 |
Sector allocation (%)
|
Name |
Percent |
|
Mutual Fund |
100.0 |
Growth of $10,000
(since inception)
Data not available based on date of inception
Fund details
(as of January 31, 2025)
Top holdings |
% |
Canada Life Canadian Focused Growth Fund A |
100.0 |
Total allocation in top holdings |
100.0 |
Portfolio characteristics |
|
Standard deviation |
12.4% |
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 (%)
2024 |
2023 |
2022 |
2021 |
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2020 |
2019 |
2018 |
2017 |
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Range of returns over five years
(August 1, 2018 - February 28, 2025)
Best return |
Best period end date |
Worst return |
Worst period end date |
10.5% |
Feb. 2025 |
5.9% |
Sept. 2023 |
Average return |
% of periods with positive returns |
Number of positive periods |
Number of negative periods |
8.1% |
100.0% |
20 |
0 |