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Canada Life Global Growth Opportunities Fund A
Global Equity
Click for more information on Fundata’s FundGrade
FundGrade E
Click for more information on Fundata’s FundGrade.
Click for more information on Fundata’s ESG Grade
Fundata ESG Grade B
Click for more information on Fundata’s ESG Grade.
|
NAVPS (08-14-2026) |
$25.09 |
|---|---|
| Change |
-$0.25
(-0.98%)
|
As at July 31, 2026
As at May 31, 2026
As at July 31, 2026
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Legend
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Fund Returns
Inception Return (July 11, 2013): 8.88%
| 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 | -3.11% | 4.98% | 5.96% | 6.31% | 4.20% | 3.53% | 6.71% | 7.61% | 2.73% | 5.83% | 6.85% | 7.22% | 8.32% | 8.67% |
| Benchmark | -1.37% | 7.23% | 11.66% | 13.99% | 23.72% | 19.83% | 20.64% | 19.50% | 13.30% | 15.13% | 14.19% | 12.81% | 13.15% | 13.09% |
| Category Average | -0.63% | 6.15% | 8.66% | 10.32% | 16.99% | 14.48% | 15.51% | 14.56% | 9.19% | 11.59% | 10.75% | 9.70% | 9.89% | 9.93% |
| Category Rank | 1,826 / 2,196 | 1,649 / 2,176 | 1,710 / 2,153 | 1,728 / 2,137 | 1,962 / 2,096 | 1,910 / 1,985 | 1,804 / 1,873 | 1,691 / 1,772 | 1,538 / 1,614 | 1,413 / 1,465 | 1,322 / 1,408 | 1,132 / 1,249 | 906 / 1,097 | 752 / 988 |
| Quartile Ranking | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
Monthly Return
| Return % | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | Jul |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | -0.46% | 2.37% | -0.88% | -0.60% | -2.38% | 0.34% | 2.10% | -6.10% | 5.27% | 5.09% | 3.09% | -3.11% |
| Benchmark | 1.95% | 4.75% | 2.78% | -0.21% | -0.91% | 2.09% | 2.25% | -5.34% | 7.58% | 6.39% | 2.20% | -1.37% |
Best Monthly Return Since Inception
9.59% (November 2022)
Worst Monthly Return Since Inception
-12.11% (January 2022)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | -5.94% | 20.29% | -0.88% | 23.07% | 19.21% | 23.10% | -21.14% | 13.08% | 14.18% | -2.33% |
| Benchmark | 5.18% | 16.29% | -1.79% | 21.41% | 13.15% | 17.62% | -12.64% | 19.37% | 26.84% | 16.60% |
| Category Average | 3.86% | 14.23% | -5.38% | 19.94% | 11.73% | 16.21% | -13.86% | 15.08% | 20.13% | 12.89% |
| Quartile Ranking | 4 | 1 | 2 | 2 | 1 | 1 | 4 | 3 | 4 | 4 |
| Category Rank | 854/ 868 | 147/ 1,021 | 295/ 1,165 | 356/ 1,351 | 273/ 1,430 | 132/ 1,523 | 1,476/ 1,676 | 1,177/ 1,805 | 1,597/ 1,916 | 1,989/ 2,028 |
Best Calendar Return (Last 10 years)
23.10% (2021)
Worst Calendar Return (Last 10 years)
-21.14% (2022)
Asset Allocation
| Name | Percent |
|---|---|
| US Equity | 70.38 |
| International Equity | 26.63 |
| Canadian Equity | 2.54 |
| Cash and Equivalents | 0.45 |
Sector Allocation
| Name | Percent |
|---|---|
| Technology | 42.76 |
| Healthcare | 10.86 |
| Industrial Goods | 9.82 |
| Consumer Services | 8.97 |
| Financial Services | 8.62 |
| Other | 18.97 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 73.37 |
| Europe | 15.51 |
| Multi-National | 7.54 |
| Asia | 3.58 |
Top Holdings
| Name | Percent |
|---|---|
| Canada Life Emerging Mkts Concentrated Equ Fd A | 7.54 |
| Alphabet Inc Cl A | 4.95 |
| Microsoft Corp | 4.79 |
| Apple Inc | 4.73 |
| NVIDIA Corp | 4.59 |
| Broadcom Inc | 4.25 |
| Meta Platforms Inc Cl A | 4.16 |
| Eli Lilly and Co | 2.96 |
| Visa Inc Cl A | 2.25 |
| ASML Holding NV - ADR | 2.24 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
Canada Life Global Growth Opportunities Fund A
Median
Other - Global Equity
3 Yr Annualized
| Standard Deviation | 11.11% | 14.35% | 12.92% |
|---|---|---|---|
| Beta | 0.94 | 1.07 | 0.99 |
| Alpha | -0.11 | -0.11 | -0.04 |
| Rsquared | 0.85% | 0.84% | 0.80% |
| Sharpe | 0.33 | 0.05 | 0.56 |
| Sortino | 0.59 | 0.07 | 0.71 |
| Treynor | 0.04 | 0.01 | 0.07 |
| Tax Efficiency | 91.85% | 86.62% | 91.80% |
| Volatility |
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|
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Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 11.70% | 11.11% | 14.35% | 12.92% |
| Beta | 0.90 | 0.94 | 1.07 | 0.99 |
| Alpha | -0.15 | -0.11 | -0.11 | -0.04 |
| Rsquared | 0.88% | 0.85% | 0.84% | 0.80% |
| Sharpe | 0.21 | 0.33 | 0.05 | 0.56 |
| Sortino | 0.22 | 0.59 | 0.07 | 0.71 |
| Treynor | 0.03 | 0.04 | 0.01 | 0.07 |
| Tax Efficiency | 100.00% | 91.85% | 86.62% | 91.80% |
Fundata ESG Metrics
Fundata ESG Score
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
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
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
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.
Fund Details
| Start Date | July 11, 2013 |
|---|---|
| Instrument Type | Mutual Fund |
| Share Class | Commission Based Advice |
| Legal Status | - |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Annual |
| Assets ($mil) | $612 |
Fund Codes
| FundServ Code | Load Code | Sales Status |
|---|---|---|
| MAX7831 | ||
| MAX7931 | ||
| MAX8031 |
Investment Objectives
The Fund seeks capital growth over the longer term by investing primarily in a broad range of global equity securities. The Fund primarily invests in developed markets but from time to time may invest in emerging markets. Any proposed change to the fundamental investment objectives of the Fund must be approved by a majority of votes cast at a meeting of the Fund’s investors called for that purpose.
Investment Strategy
The investment approach follows a company-focused investment style, seeking companies with strong management, good growth prospects and a solid financial position. Emphasis is placed on paying reasonable prices for the growth that companies in the portfolio are expected to achieve. The Fund may hold cash and/or short-term debt securities in anticipation of, or in response to, unfavourable market conditions, and/or for liquidity purposes.
Portfolio Management
| Portfolio Manager |
Canada Life Investment Management Ltd. |
|---|---|
| Sub-Advisor |
Mackenzie Financial Corporation
|
Management and Organization
| Fund Manager |
Canada Life Investment Management Ltd. |
|---|---|
| Custodian |
CIBC Mellon Trust Company |
| Registrar |
Mackenzie Financial Corporation |
| Distributor |
Quadrus Investment Services Limited IPC Investment Corporation IPC Securities Corporation |
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 | 2.54% |
|---|---|
| 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) | - |
| Trailer Fee Max (NL) | - |
| Trailer Fee Max (LL) | - |
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