LON Core Mod Gro Plus (PSG) 100/100

 (MUTF_CA:LON1068)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.01%  
1 week
   
-0.41%  
4 week   +0.26%
   
3 month   +1.20%
   
YTD   +7.13%
   
1 year   +12.14%
   
3 years*   +7.56%
   
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 Average Below Average
5 years     -     - -
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets29.71M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.42%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash1.95%  
Stocks7.24%  
Bonds48.31%  
Other42.50%  
13.410.00(-0.01%)
Sep 18, 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* 2.05 2.41     -     -
Beta* 0.67 0.63     -     -
Mean annual return 1.08 0.61     -     -
R-squared* 58.15 78.26     -     -
Standard deviation 2.55 3.39     -     -
Sharpe ratio 4.79 1.89     -     -
* Against standard index

Top 10 holdings