Canada Life segregated funds policy originally with London Life

Fund overview & performance

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Canada Life Mutual Funds

London Life Canadian Equity Growth

March 31, 2026

A blended Canadian equity fund seeking strong growth.

Is this fund right for you?

  • You want your money to grow over a longer term.
  • You want to invest in publicly traded Canadian common stocks in long-term growth sectors and industries within the market.
  • You're comfortable with a moderate level of risk.

RISK RATING

Risk Rating: Moderate

How is the fund invested? (as of March 31, 2026)

Asset allocation (%)
Name Percent
Canadian Equity 94.0
Income Trust Units 3.6
Cash and Equivalents 1.3
US Equity 0.9
International Equity 0.2
Geographic allocation (%)
Name Percent
Canada 96.7
Bermuda 2.2
United States 0.9
Switzerland 0.2
Sector allocation (%)
Name Percent
Financial Services 26.0
Basic Materials 21.9
Energy 16.2
Technology 6.9
Industrial Goods 5.9
Industrial Services 5.7
Consumer Services 5.1
Utilities 3.9
Real Estate 2.2
Other 6.2

Growth of $10,000 (since inception)

Period:

For the period 11/20/2001 through 03/31/2026 tr.with $10,000 CAD investment, The value of the investment would be $54,035

Fund details (as of March 31, 2026)

Top holdings (%)
Top holdings Percent (%)
Royal Bank of Canada 7.5
Toronto-Dominion Bank 5.4
Agnico Eagle Mines Ltd 4.3
Shopify Inc Cl A 4.3
Suncor Energy Inc 3.7
Canadian Imperial Bank of Commerce 3.6
TC Energy Corp 3.0
Canadian Pacific Kansas City Ltd 2.9
Kinross Gold Corp 2.4
National Bank of Canada 2.3
Total allocation in top holdings 39.4
Portfolio characteristics
Portfolio characteristics Value
Standard deviation 11.19%
Dividend yield 1.85%
Yield to maturity -
Duration (years) -
Coupon -
Average credit rating Not rated
Average market cap (million) $91,428.9

Understanding returns

Annual compound returns (%)

Short term
1 MO 3 MO YTD 1 YR
-5.83 9.15 2.37 30.75
Long term
3 YR 5 YR 10 YR INCEPTION
17.23 11.90 9.93 7.17

Calendar year returns (%)

2025 - 2022
2025 2024 2023 2022
26.28 19.58 6.57 -7.23
2021 - 2018
2021 2020 2019 2018
23.01 11.07 20.73 -12.62

Range of returns over five years (December 01, 2001 - March 31, 2026)

Best return / Worst return
Best return Best period end date Worst return
Worst period end date
20.66% Sep 2007 -4.74% May 2012
Summary
Average return % of periods with positive returns Number of positive periods Number of negative periods
6.86% 91 212 21
Period:
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* Must be between 1 and 50
London Life Canadian Equity Growth

London Life Canadian Equity Growth

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ID Effective date Price ($) Income Capital gain Total distribution