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LifePoints® All Equity Portfolio


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Investment Performance
Management Fees:
Summary of Investment Portfolio


Goal
The LifePoints® All Equity Portfolio seeks to provide investors with long-term capital growth through exposure to Canadian and foreign equities.

Target Asset Allocation: 100% Equity



Consider this portfolio if you:

 
  • Want to invest in equities, both in Canada and around the world.
  • Want to achieve diversification of stocks in a single portfolio.
  • Can accept higher levels of short-term volatility.
  • Have long-term investment goals.
  • Want a diversified "core" investment, or wish to complement the remainder of your portfolio.



Investment Performance

30-Jun-08   3 Months   YTD   1 Year   3 Years   5 Years   Incep.
Class B   -0.42   -7.1   -12.48   3.93   7.13   1.36


Management Fees: 2.60

Total Pool Assets: $141.76 Million as of June 30, 2008

Summary of Investment Portfolio

Top 25 Holdings*  
as at March 31, 2008    
Percentage of net assets ($163,885,391) of the Portfolio    
Russell Canadian Equity Fund Class B Units   32.8
Russell US Equity Fund Class B Units   22.8
Russell Overseas Equity Fund Class B Units   22.5
Russell Global Equity Fund Class B Units   22.1
     
* This Portfolio has only 4 holdings as at March 31, 2008    


Note: The statement of investment portfolio may change due to ongoing portfolio transactions of the fund. This list will be updated within 60 days of each quarter end.






Portfolio Inception: July 16, 2001

Date of first publish: July 7, 2008

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RELATED Items
Daily Values
 

LIFEPOINTS Portfolios
Balanced Income Portfolio
Balanced Growth Portfolio
Long-Term Growth Portfolio
ALL EQUITY PORTFOLIO
 

UNDERLYING Funds
Russell Canadian Equity Fund
Russell US Equity Fund
Russell Overseas Equity Fund
Russell Global Equity Fund
Russell Canadian Fixed Income Fund
 

Is This PORTFOLIO   For You?
The LifePoints® All Equity Portfolio's significant allocation to Canadian, US, and overseas equities provides an opportunity for higher long-term returns. It is expected to be a more volatile, higher-returning alternative because of its total weighting to equities.


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