LON Core Mod Gro Plus (PSG) 100/100

 (MUTF_CA:LON1068)   Watch this mutual fund  
Find more results for MUTF_CA:LON1068

Performance

Trailing returns

1 day   +0.04%
   
1 week   +0.89%
   
4 week   +0.06%
   
3 month   +1.80%
   
YTD   +3.61%
   
1 year   +10.22%
   
3 years*   +5.56%
   
5 years*   -  
*annualized
Best 3 month return+5.16%  
Worst 3 month return-2.82%  

Morningstar statistics

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

Key statistics

Total assets25.83M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.42%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash1.36%  
Stocks7.24%  
Bonds48.83%  
Other42.58%  
12.970.00(0.04%)
Apr 21, 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* 2.43 1.97     -     -
Beta* 0.77 0.68     -     -
Mean annual return 0.74 0.45     -     -
R-squared* 85.51 79.26     -     -
Standard deviation 4.28 3.66     -     -
Sharpe ratio 1.85 1.20     -     -
* Against standard index

Top 10 holdings