Fund overview & performance

Asset class

Portfolio solutions

Based on three-year return


Annualized returns

Between % and %

 


Generations

Fund management

Only available for 75/100 guarantee levels

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Canadian Concentrated Equity

75/75

January 31, 2024

The Fund seeks to provide long-term capital appreciation by investment primarily in Canadian equity securities.

Is this fund right for you?

  • You want your money to grow over the longer term.
  • You want to invest mainly in Canadian companies.
  • You're comfortable with a medium level of risk.

Risk Rating

Risk Rating: Moderate

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

Asset allocation (%)

Name Percent
Canadian Equity 99.7
Cash and Equivalents 0.3

Geographic allocation (%)

Name Percent
Canada 100.0

Sector allocation (%)

Name Percent
Mutual Fund 99.7
Cash and Cash Equivalent 0.3

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details (as of January 31, 2024)

Top holdings %
Canada Life Canadian Concentrated Equity Fund Series S * 99.7
Cash and Cash Equivalents 0.3
Total allocation in top holdings 100.0
Portfolio characteristics
Standard deviation 11.0%
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

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

Connor, Clark & Lunn Investment Management

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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Value of $10,000 investment

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