LON Core Mod Gro Plus (PSG) 75/75

 (MUTF_CA:LON068)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.48%
   
1 week   +1.51%
   
4 week
   
-0.89%  
3 month
   
-1.11%  
YTD   +5.85%
   
1 year   +8.16%
   
3 years*   +7.12%
   
5 years*   +5.84%
   
*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     -     - -
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets28.51M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.23%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash2.02%  
Stocks7.26%  
Bonds48.22%  
Other42.50%  
13.35+0.06(0.48%)
Oct 23, 4:30PM EDT 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* 2.29 2.10     -     -
Beta* 0.67 0.67     -     -
Mean annual return 0.92 0.63     -     -
R-squared* 78.37 79.11     -     -
Standard deviation 3.52 3.38     -     -
Sharpe ratio 2.90 1.97     -     -
* Against standard index

Top 10 holdings