Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.73% 3.343B -- 3.10%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
40.59M --

Basic Info

Investment Strategy
An income fund seeking to protect your money from inflation in the short term.
General
Security Type Money Market Fund
Equity Style --
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market CAD
Peer Group Canadian Money Market
Global Macro Money Market HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name London Life
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 5
-162.23M Peer Group Low
419.87M Peer Group High
1 Year
% Rank: 18
40.59M
-1.274B Peer Group Low
2.375B Peer Group High
3 Months
% Rank: 14
-405.29M Peer Group Low
661.59M Peer Group High
3 Years
% Rank: 17
-1.830B Peer Group Low
5.400B Peer Group High
6 Months
% Rank: 6
-605.22M Peer Group Low
736.17M Peer Group High
5 Years
% Rank: 20
-209.58M Peer Group Low
6.860B Peer Group High
YTD
% Rank: 14
-405.29M Peer Group Low
661.59M Peer Group High
10 Years
% Rank: 20
-680.31M Peer Group Low
6.860B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
0.52%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
8.06%
1.14%
0.28%
0.03%
1.39%
4.16%
3.95%
2.02%
0.38%
1.76%
0.78%
0.47%
2.06%
4.84%
4.72%
2.83%
0.54%
1.14%
0.24%
0.07%
1.35%
4.14%
3.96%
2.02%
0.45%
1.25%
0.36%
0.00%
1.39%
4.33%
4.24%
2.24%
0.53%
As of April 19, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-17-26) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (2-28-26) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 8
As of February 28, 2026

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 24.95%
Stock 0.00%
Bond 75.05%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 100000.0 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
An income fund seeking to protect your money from inflation in the short term.
General
Security Type Money Market Fund
Equity Style --
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market CAD
Peer Group Canadian Money Market
Global Macro Money Market HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name London Life
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-17-26) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (2-28-26) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 8
As of February 28, 2026

Fund Details

Key Dates
Launch Date 7/9/2018
Last Annual Report Date 12/31/2023
Last Prospectus Date --
Share Classes
CLGT053A Commission-based Advice
CLGT053E Commission-based Advice
CLGT053I Commission-based Advice
CLGU053A Commission-based Advice
CLGU053E Commission-based Advice
CLGU053I Commission-based Advice
CLGV053A Commission-based Advice
CLGV053E Commission-based Advice
CLGV053I Commission-based Advice
CLGW053E Commission-based Advice
CLGW053I Commission-based Advice
CLGX053A Commission-based Advice
CLGX053E Commission-based Advice
CLGX053I Commission-based Advice
CLGZG053 Commission-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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