LON Core Mod Gro Plus (PSG) 75/75

 (MUTF_CA:LON068)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.09%  
1 week   +0.57%
   
4 week   +1.39%
   
3 month   +3.45%
   
YTD   +7.18%
   
1 year   +12.43%
   
3 years*   +7.20%
   
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 assets28.55M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.23%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash2.14%  
Stocks7.13%  
Bonds48.16%  
Other42.56%  
13.51-0.01(-0.09%)
Jul 28, 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* 0.65 1.94     -     -
Beta* 0.74 0.65     -     -
Mean annual return 1.03 0.53     -     -
R-squared* 59.21 75.83     -     -
Standard deviation 2.88 3.52     -     -
Sharpe ratio 3.98 1.55     -     -
* Against standard index

Top 10 holdings