LON Core Mod Gro Plus (PSG) 100/100

 (MUTF_CA:LON1068)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.47%
   
1 week   +1.50%
   
4 week
   
-0.91%  
3 month
   
-1.16%  
YTD   +5.67%
   
1 year   +7.93%
   
3 years*   +6.91%
   
5 years*   +5.64%
   
*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     -     - -
10 years     -     - -
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets28.51M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.42%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash2.02%  
Stocks7.26%  
Bonds48.22%  
Other42.50%  
13.22+0.06(0.47%)
Oct 23, 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* 2.08 1.91     -     -
Beta* 0.67 0.67     -     -
Mean annual return 0.91 0.62     -     -
R-squared* 78.36 79.11     -     -
Standard deviation 3.52 3.38     -     -
Sharpe ratio 2.84 1.91     -     -
* Against standard index

Top 10 holdings