Fund overview & performance

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Annualized returns

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Only available for 75/100 guarantee levels

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Canadian Core Plus Bond

75/100

May 31, 2024

The Fund seeks to maximize income while preserving capital and maintaining liquidity by investing primarily in Canadian money market instruments such as treasury bills and short-term government and corporate debt.

Is this fund right for you?

  • You want to protect your money from inflation while also protecting it from large swings in the market.
  • You want to invest in government and corporate bonds, as well as other debt securities issued in Canada and around the world.
  • You're comfortable with a low level of risk.

Risk Rating

Risk Rating: Low

How is the fund invested? (as of May 31, 2024)

Asset allocation (%)

Name Percent
Domestic Bonds 99.9
Cash and Equivalents 0.1

Geographic allocation (%)

Name Percent
North America 99.9
Canada 0.1

Sector allocation (%)

Name Percent
Fixed Income 99.9
Cash and Cash Equivalent 0.1

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of May 31, 2024)

Top holdings %
Canada Life Canadian Core Plus Fixed Income Fund Series S * 99.9
Cash and Cash Equivalents 0.1
Total allocation in top holdings 100.0
Portfolio characteristics
Standard deviation 6.5%
Yield to maturity -
Duration (years) -
Coupon -
Average credit rating Not rated

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

Best return Best period end date Worst return
Worst period end date
Data not available based on date of inception
Average return % of periods with positive returns Number of positive periods Number of negative periods
Data not available based on date of inception

Mackenzie Investments

Contact information

Toll free: 1-888-252-1847

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Summary

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Total returns performance

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Last price

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as of market close {{NAVPSPerformanceSummary.NAVPSDate}}

Value of $10,000 investment

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