It’s hard to believe that in 1969, man landed on the moon. It was a pivotal moment in history that solidified the notion that anything is possible.
In that same year, the Empire Life Elite Equity GIF was launched, now making it one of Canada’s longest running segregated funds1. The fund has outperformed2 the S&P/TSX Composite Index since its inception3 – by using a value-oriented conservative investment approach with a focus on downside protection. Today, the fund has an annualized return since inception4 of 9.4%, and a 4-Star Morningstar Rating5.
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1 According to data compiled by Morningstar Research Inc.
2On a net of fee basis.
3Morningstar Direct Nov.1969 to Nov.2019.
4 December 1, 1969 to July 31, 2019 (Class A units)
5 © 2019 Morningstar Research Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Overall rating out of 415 Canadian Focused Equity funds as of July 31, 2019.
Morningstar Rating is for Class A shares only; other classes may have different performance characteristics.
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FOR ADVISOR USE ONLY