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Canada Life Sustainable Growth Portfolio A Series

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Global Equity Balanced

FundGrade B Click for more information on Fundata’s FundGrade

FundGrade B

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeB Click for more information on Fundata’s ESG Grade

Fundata ESG Grade B

Click for more information on Fundata’s ESG Grade.

FundGrade A+® Rating Recipient

FundGrade A+® Rating Recipient

2024

Click for more information on Fundata’s FundGrade

NAVPS
(05-30-2025) 		$11.74
Change
-$0.08 (-0.70%)

As at April 30, 2025

As at February 28, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Oct 2021Jan 2022Apr 2022Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Mar 2022Sep 2022Mar 2023Sep 2023Mar 2024Sep 2024Mar 2025$8,000$9,000$10,000$11,000$12,000$13,000$14,000$15,000Period

Legend

Canada Life Sustainable Growth Portfolio A Series

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Fund Returns

Inception Return (September 20, 2021): 4.64%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund -2.61% -7.19% -1.68% -4.23% 6.63% 10.40% 8.93% - - - - - - -
Benchmark -2.54% -5.91% 0.78% -2.84% 11.49% 12.43% 10.67% 6.78% 9.16% 7.82% 7.95% 7.59% 8.99% 8.19%
Category Average -1.92% -5.08% 0.21% -1.93% 8.87% 9.22% 7.36% 4.70% 7.93% 5.91% 5.80% 5.41% 6.28% 5.36%
Category Rank 1,037 / 1,311 1,145 / 1,310 1,174 / 1,309 1,157 / 1,310 1,095 / 1,289 433 / 1,216 314 / 1,192 - - - - - - -
Quartile Ranking 4 4 4 4 4 2 2 - - - - - - -

Monthly Return

Created with Highcharts 10.3.3-6%-4%-2%0%2%4%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 3.07% 2.02% 1.61% 0.08% 1.63% -0.21% 3.06% -0.38% 3.19% -0.94% -3.80% -2.61%
Benchmark 2.36% 2.01% 3.06% -0.02% 2.38% 0.42% 3.57% 0.16% 3.26% -0.48% -3.00% -2.54%

Best Monthly Return Since Inception

6.91% (November 2022)

Worst Monthly Return Since Inception

-5.63% (June 2022)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - - - - - -13.01% 15.08% 18.81%
Benchmark 17.03% 3.66% 11.99% 0.72% 16.29% 12.17% 11.33% -12.03% 15.07% 21.57%
Category Average 4.87% 4.92% 9.31% -5.49% 15.12% 8.09% 12.42% -11.85% 11.42% 15.99%
Quartile Ranking - - - - - - - 3 1 2
Category Rank - - - - - - - 773/ 1,153 151/ 1,202 336/ 1,285

Best Calendar Return (Last 10 years)

18.81% (2024)

Worst Calendar Return (Last 10 years)

-13.01% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 47.68
International Equity 30.91
Foreign Government Bonds 9.12
Foreign Corporate Bonds 6.63
Mortgages 3.15
Other 2.51

Sector Allocation

Sector Allocation
Name Percent
Technology 21.57
Fixed Income 19.74
Financial Services 17.72
Consumer Services 9.05
Healthcare 8.59
Other 23.33

Geographic Allocation

Geographic Allocation
Name Percent
North America 58.03
Europe 27.57
Asia 11.51
Latin America 2.03
Africa and Middle East 0.79
Other 0.07

Top Holdings

Top Holdings
Name Percent
Canada Life Sustainable Global Equity Fund Ser R 31.89
Canada Life ESG U.S. Equity Fund R 22.39
Canada Life Sustainable Global Bond Fund Series R 20.14
Canada Life International Equ Fd A 13.55
Canada Life U.S. Carbon Transition Equity Fund A 6.67
Canada Life Sustainable Emerging Markets Equity A 5.37

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Average Duration: M. Average Credit Quality: M.
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return678910111213141516171819-5%0%5%10%15%

Canada Life Sustainable Growth Portfolio A Series

Median

Other - Global Equity Balanced

3 Yr Annualized

Standard Deviation 10.69% - -
Beta 1.05% - -
Alpha -0.02% - -
Rsquared 0.97% - -
Sharpe 0.49% - -
Sortino 0.94% - -
Treynor 0.05% - -
Tax Efficiency - - -
Volatility Volatility rating is 5 on a scale of 1 to 10 - -

Risk Rating

Rating 5 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 7.87% 10.69% - -
Beta 1.00% 1.05% - -
Alpha -0.04% -0.02% - -
Rsquared 0.94% 0.97% - -
Sharpe 0.38% 0.49% - -
Sortino 0.72% 0.94% - -
Treynor 0.03% 0.05% - -
Tax Efficiency 89.50% - - -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A81.7​81.749.3​49.30%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A79.9​79.950.3​50.30%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A80.6​80.648.4​48.40%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A80.8​80.850.0​50.00%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

Fund Details

Start Date September 20, 2021
Instrument Type Mutual Fund (Responsible Investment)
Share Class Commission Based Advice
Legal Status -
Sales Status Open
Currency CAD
Distribution Frequency Quarterly
Assets ($mil) $99

Fund Codes

FundServ Code Load Code Sales Status
MAX7843
MAX7943
MAX8043

Investment Objectives

The Fund seeks to generate long-term capital growth with some income using a responsible investing approach. The fund pursues this objective by investing primarily in other investment funds as well as directly in global fixed income and equity securities and other asset categories selected using a responsible investing approach. It may also use derivatives. Any proposed change to

Investment Strategy

The Fund’s main investment strategy is to invest primarily in Underlying Funds that are “Responsible Investment Branded” and, in certain cases, in Underlying Funds that are “Responsible Investment Integrated”, as described in “Responsible Investment Approach” under “Fund Specific Information”. The universe of Underlying Funds is determined by the manager and each of the Underlying Funds is sub-advised by the sub-advisor.

Portfolio Management

Portfolio Manager

Canada Life Investment Management Ltd.
Sub-Advisor

J.P. Morgan Asset Management (Canada) Inc.

Management and Organization

Fund Manager

Canada Life Investment Management Ltd.
Custodian

-
Registrar

-
Distributor

IPC Investment Corporation

IPC Securities Corporation

Quadrus Investment Services Limited

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment 25
PAC Subsequent 25
SWP Allowed No
SWP Min Balance -
SWP Min Withdrawal -

Fees

MER 2.46%
Management Fee 2.00%
Load Choice of Front or No Load
FE Max 5.00%
DSC Max -
Trailer Fee Max (FE) 1.00%
Trailer Fee Max (DSC) 1.00%
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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