LON Core Mod Gro Plus (PSG) 75/75

 (MUTF_CA:LON068)   Watch this mutual fund  
Find more results for MUTF_CA:LON068

Performance

Trailing returns

1 day   +0.13%
   
1 week   +0.76%
   
4 week   +2.39%
   
3 month   +0.90%
   
YTD   +8.62%
   
1 year   +9.35%
   
3 years*   +8.40%
   
5 years*   +6.11%
   
*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 assets28.36M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.23%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash1.66%  
Stocks7.32%  
Bonds48.50%  
Other42.52%  
13.70+0.02(0.13%)
Nov 24, 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* 3.12 2.34 1.12     -
Beta* 0.53 0.66 0.68     -
Mean annual return 0.70 0.58 0.52     -
R-squared* 75.13 77.10 80.33     -
Standard deviation 2.76 3.29 3.72     -
Sharpe ratio 2.70 1.84 1.45     -
* Against standard index

Top 10 holdings