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LifePoints® Long-Term Growth Portfolio

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Investment Performance
Management Fee:
Summary of Investment Portfolio


Goal
The LifePoints® Long-Term Growth Portfolio seeks to provide long-term capital growth through exposure to equities and fixed income securities.

Target Asset Allocation: 80% Equity/20% Fixed Income



Consider this portfolio if you:

 
  • Want to achieve a diversification of stocks and bonds in a single portfolio.
  • Can accept higher levels of short-term volatility.
  • Wish to reduce volatility through diversification of stocks and bonds.
  • 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   -0.63   -5.32   -8.93   4.49   7.74   1.53

Management Fee: 2.50

Total Pool Assets: $657.26 Million as of March 31, 2008

Summary of Investment Portfolio

Top 25 Holdings*  
as at March 31, 2008    
Percentage of net assets ($1,041,600,746) of the Portfolio    
Russell Canadian Equity Fund Class B Units   26.1
Russell Canadian Fixed Income Fund Class B Units   19.8
Russell US Equity Fund Class B Units   18.3
Russell Global Equity Fund Class B Units   18.0
Russell Overseas Equity Fund Class B Units   17.8
     
* This Portfolio has only 5 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: August 10, 2000

Date of first publish: April 2, 2008

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RELATED Items
Daily Values
 

Investor TYPE
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® Long-Term Growth Portfolio's significant allocation to Canadian, US, and overseas equities aims to provide an opportunity for higher long-term returns. It is expected to be a more volatile, higher-returning alternative because of its higher weighting to equities.


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