Aggressive Continuum (PSG)
Fund facts Fund objective
as at September 30, 2023 To provide long-term capital appreciation. This Fund invests in other Canada Life funds. It's
Asset class: Asset allocation appropriate for investors with a long-term investment horizon who are not concerned with
Fund code: S609 short-term volatility. The Fund's target mix is 100% equities.
Asset category: Aggressive
Fund inception date: October 2004 Historical performance as at September 30, 2023
Segregated fund size: $1 billion This graph shows how a $10,000 investment in this fund, on September 16, 2013 would be
worth $23,082 on September 15, 2023; compared to the benchmark which would be worth
Total fund operating expenses $24,751 over that time period. Benchmark: 27.0% S&P/TSX Composite Index, 63.0% MSCI
2022 2021 2020 All Country World Index¹, 10.0% REALpac/IPD Canada Quarterly Property Fund Index
0.050% 0.051% 0.049% A line chart that shows the growth of a hypothetical investment of $10,000 over time, compared against a benchmark.
Volatility meter
The fund has average volatility relative to
all asset classes.
The fund is more volatile than the average
within the fund’s asset class.
Investment manager
Canada Life
Compound returns as at September 30, 2023
Investment management style
3 mth 1 year 2 year** 3 year** 4 year** 5 year** 10 year**
Portfolio Solutions Group builds and monitors
asset allocation funds. Their objective is to Fund* -2.23% 13.19% 1.76% 9.18% 7.14% 6.48% 8.72%
maximize returns while minimizing risks. To Benchmark -1.30% 14.82% 2.20% 8.49% 8.03% 7.60% 9.49%
achieve this they combine top-down modelling ** Stated on an annualized basis
and bottom-up manager selection. Their top-
down analysis provides insight into aggregate Calendar year returns
portfolio style drift, risk exposure and mandate
gaps. Their bottom-up focus is on selecting YTD 2022 2021 2020 2019 2018
managers who consistently add value by Fund* 4.66% -5.81% 18.68% 7.43% 18.48% -4.07%
following a well-defined investment process.
Benchmark 7.52% -8.55% 19.28% 10.63% 22.40% -4.30%
Notes *Any performance shown prior to the fund’s inception date is that of the underlying fund and is
The REALpac/IPD Canada Quarterly Property considered representative of this fund’s performance.
Fund Index is only published quarterly. As a
result, until quarterly data is available, the
London Life Real Estate fund managed by Composition Top funds as at September 30, 2023
A pie chart showing the contributing names and weight percentages that make up the total value of this allocation. Name Weight (%) Name Weight (%)
GWL Realty Advisors is used as a proxy for Foreign equity 64.6% Canadian All Cap Growth (Mackenzie) 9.1%
Canadian equity 28.1% Global Equity (Invesco) 8.9%
illustrative purposes. Once the quarterly data
Real estate 7.3% Global Equity (Sprucegrove) 8.9%
is available the index performance will be Real Estate (GWLRA) 7.3%
updated based on it. American Equity (Beutel Goodman) 6.7%
American Growth (AGF) 6.7%
Canadian Equity (Leith Wheeler) 6.6%
Canadian Equity (SRA) 6.0%
Pure Canadian Equity (Beutel Goodman) 6.0%
U.S. Equity (Jarislowsky Fraser) 5.7%
Total 71.9%
Fund reports are produced by Transmission Media. Canada Life and design are trademarks of The Canada Life Assurance Company. The investment funds
described in this report are Canada Life segregated funds. The fund operating expenses shown do not include applicable taxes. The indicated fund
performance reflects changes in unit value and reinvestment of all distributions and is after deduction of all fund operating expenses and applicable taxes, but
before deduction of investment management fees and applicable taxes. The historical performance shown is that of the Canada Life segregated fund or the
underlying third-party fund. Past performance doesn’t indicate future performance. For more information on the fund, call us at 1-800-724-3402.
Continued
1 The blended returns are calculated by The Canada Life Assurance Company using end of day index level values licensed from MSCI (“MSCI Data”). For the
avoidance of doubt, MSCI is not the benchmark “administrator” for, or a “contributor”, “submitter” or “supervised contributor” to, the blended returns, and the
MSCI Data is not considered a “contribution” or “submission” in relation to the blended returns, as those terms may be defined in any rules, laws, regulations,
legislation or international standards. MSCI Data is provided “AS IS” without warranty or liability and no copying or distribution is permitted. MSCI does not
make any representation regarding the advisability of any investment or strategy and does not sponsor, promote, issue, sell or otherwise recommend or
endorse any investment or strategy, including any financial products or strategies based on, tracking or otherwise utilizing any MSCI Data, models, analytics
or other materials or information.
