LON Core Mod Gro Plus (PSG) 100/100

 (MUTF_CA:LON1068)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.08%
   
1 week   +0.31%
   
4 week   +3.70%
   
3 month   +3.70%
   
YTD   +3.90%
   
1 year   +1.80%
   
3 years*   +6.02%
   
5 years*   +5.41%
   
*annualized
Best 3 month return+5.31%  
Worst 3 month return-3.07%  

Morningstar statistics

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

Key statistics

Total assets31.08M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee2.42%  
Fund familyLondon Life Insurance Company 

Asset allocation

Cash1.43%  
Stocks7.12%  
Bonds48.92%  
Other42.54%  
14.23+0.01(0.08%)
Jul 26, 8:00PM 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:
Susan Spence (Started: Jul 8, 2013)
Advisor Company:
London Life Insurance Company
255 Dufferin Avenue

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.81 0.21 1.24     -
Beta* 0.96 0.87 0.77     -
Mean annual return 0.05 0.49 0.40     -
R-squared* 63.85 67.86 68.40     -
Standard deviation 5.64 4.77 4.31     -
Sharpe ratio 0.03 1.09 0.94     -
* Against standard index

Top 10 holdings