LON Core Mod Gro Plus (PSG) 100/100

 (MUTF_CA:LON1068)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.24%  
1 week
   
-0.96%  
4 week
   
-0.57%  
3 month   +1.40%
   
YTD   +4.19%
   
1 year   +9.11%
   
3 years*   +8.30%
   
5 years*   +6.50%
   
*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 Below 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 assets28.97M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.42%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash1.63%  
Stocks7.32%  
Bonds48.52%  
Other42.52%  
14.18-0.03(-0.24%)
Apr 22, 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* 2.45 2.23 1.13     -
Beta* 0.59 0.67 0.68     -
Mean annual return 0.71 0.60 0.49     -
R-squared* 76.85 76.60 78.87     -
Standard deviation 3.05 3.38 3.67     -
Sharpe ratio 2.48 1.85 1.38     -
* Against standard index

Top 10 holdings