Total net assets ($CAD):
$666.16 million

The top 6 holdings make up 99.96% of the Fund.
Canadian Equity
US Equity
Income Trust Units
Canadian Corporate Bonds
International Equity
Cash and Equivalents
Canada
United States
Bermuda
Other
United Kingdom
Australia
Sweden
Financial Services
Energy
Basic Materials
Technology
Consumer Services
Industrial Services
Other
Industrial Goods
Real Estate
Consumer Goods
Underlying fund allocations Sector allocation (%)
Canadian Equity Value Corporate Class (Ser I) Mutual Fund 27.80%
Canadian Equity Alpha Corporate Class (Series I) Mutual Fund 26.98%
Canadian Equity Growth Corporate Class I Mutual Fund 23.55%
Canadian Equity Small Cap Corporate Cl I Mutual Fund 9.63%
iShares Core S&P/TSX Capped Composit Idx ETF (XIC) Exchange Traded Fund 9.00%
CI MStar Canada Moment Indx ETF (WXM) Exchange Traded Fund 3.00%
Top Holdings Sector allocation (%)
Canadian Equity Growth Pool (Ser I) Mutual Fund 23.54%
Royal Bank of Canada Banking 5.45%
Toronto-Dominion Bank Banking 4.85%
Enbridge Inc Energy Services and Equipment 2.57%
Suncor Energy Inc Integrated Production 2.21%
Shopify Inc Cl A Information Technology 2.14%
Canadian Natural Resources Ltd Oil and Gas 2.09%
Manulife Financial Corp Insurance 1.94%
Canadian Imperial Bank of Commerce Banking 1.72%
Bank of Nova Scotia Banking 1.67%
Brookfield Corp Cl A Asset Management 1.59%
National Bank of Canada Banking 1.52%
Keyera Corp Energy Services and Equipment 1.50%
Iamgold Corp Gold and Precious Metals 1.29%
Cenovus Energy Inc Integrated Production 1.20%
Asset allocation

Canadian Equity 91.17%

US Equity 4.81%

Income Trust Units 2.14%

Canadian Corporate Bonds 0.86%

International Equity 0.74%

Cash and Equivalents 0.28%

Geographic allocation

Canada 92.74%

United States 4.82%

Bermuda 1.31%

Other 0.49%

United Kingdom 0.38%

Australia 0.22%

Sweden 0.04%

Sector allocation

Financial Services 32.25%

Energy 18.16%

Basic Materials 13.11%

Technology 10.41%

Consumer Services 6.30%

Industrial Services 6.27%

Other 4.46%

Industrial Goods 3.51%

Real Estate 3.42%

Consumer Goods 2.11%