LON Core Mod Gro Plus (PSG) 75/75

 (MUTF_CA:LON068)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.39%
   
1 week   +0.99%
   
4 week   +0.74%
   
3 month   +3.37%
   
YTD   +8.06%
   
1 year   +13.73%
   
3 years*   +8.34%
   
5 years*   -  
*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 Low
5 years     -     - -
10 years     -     - -
Overall Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets28.60M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.23%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash2.26%  
Stocks7.25%  
Bonds47.98%  
Other42.50%  
13.62+0.05(0.35%)
Aug 26, 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* 0.32 2.18     -     -
Beta* 0.74 0.64     -     -
Mean annual return 0.96 0.57     -     -
R-squared* 58.91 76.35     -     -
Standard deviation 2.85 3.45     -     -
Sharpe ratio 3.73 1.71     -     -
* Against standard index

Top 10 holdings