LON Core Mod Gro Plus (PSG) 75/75

 (MUTF_CA:LON068)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.26%
   
1 week
   
-0.66%  
4 week
   
-0.85%  
3 month
   
-0.63%  
YTD   +6.74%
   
1 year   +8.44%
   
3 years*   +7.15%
   
5 years*   +5.73%
   
*annualized
Best 3 month return+5.19%  
Worst 3 month return-2.78%  

Morningstar statistics

Morningstar category: Canadian Neutral Balanced
  Return Risk Rating
3 years Average Below Average
5 years Average Below Average
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets28.89M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.23%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash1.61%  
Stocks7.35%  
Bonds48.52%  
Other42.52%  
13.46+0.03(0.26%)
Dec 16, 4:30PM EST Overall Morningstar RatingTM

Description

This fund's objective is to provide a balance between long-term capital growth and current income by investing primarily in units of Canadian fixed income funds and Canadian and foreign equity funds of London Life.
Asset manager:
Management Team (Started: Oct 5, 2009)
Advisor Company:
London Life Insurance Company
255 Dufferin Avenue

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.79 2.58 1.26     -
Beta* 0.58 0.67 0.68     -
Mean annual return 0.77 0.62 0.51     -
R-squared* 76.12 76.40 78.66     -
Standard deviation 2.99 3.37 3.67     -
Sharpe ratio 2.77 1.94 1.44     -
* Against standard index

Top 10 holdings