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
How is the fund invested?
(as of December 31, 2022)
Asset allocation (%)
|
Name |
Percent |
|
Canadian Equity |
95.9 |
|
Cash and Equivalents |
4.1 |
Geographic allocation (%)
|
Name |
Percent |
|
Canada |
100.0 |
Sector allocation (%)
|
Name |
Percent |
|
Financial Services |
16.6 |
|
Basic Materials |
12.8 |
|
Energy |
12.6 |
|
Industrial Services |
12.5 |
|
Consumer Services |
11.5 |
|
Consumer Goods |
11.3 |
|
Utilities |
4.5 |
|
Real Estate |
4.4 |
|
Technology |
4.3 |
|
Other |
9.5 |
Growth of $10,000
(since inception)
Data not available based on date of inception
Fund details
(as of December 31, 2022)
| Top holdings |
% |
| Canadian Pacific Railway Ltd |
5.7 |
| Manulife Financial Corp |
5.2 |
| Agnico Eagle Mines Ltd |
4.9 |
| Spin Master Corp |
4.8 |
| Northland Power Inc |
4.5 |
| WSP Global Inc |
4.4 |
| CGI Inc Cl A |
4.3 |
| CCL Industries Inc Cl B |
4.2 |
| Rogers Communications Inc Cl B |
4.2 |
| Intact Financial Corp |
4.1 |
| Total allocation in top holdings |
46.3 |
| Portfolio characteristics |
|
| Standard deviation |
19.9% |
| Dividend yield |
2.5% |
| Average market cap (million) |
$32,098.3 |
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 (%)
|
2022 |
2021 |
2020 |
2019 |
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|
2018 |
2017 |
2016 |
2015 |
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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
|