Canada Life Sustainable Conservative Portfolio A (MAX7841)
9.600
+0.02
(+0.19%)
CAD |
May 29 2026
MAX7841 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 2.11% |
| Stock | 29.41% |
| Bond | 68.81% |
| Convertible | 0.00% |
| Preferred | 0.05% |
| Other | -0.38% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 48.60% |
|---|---|
|
North America
|
45.54% |
| Canada | 2.16% |
| United States | 43.38% |
|
Latin America
|
3.06% |
| Brazil | 0.12% |
| Chile | 0.53% |
| Colombia | 0.37% |
| Mexico | 1.69% |
| Peru | 0.03% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 38.42% |
|---|---|
| United Kingdom | 9.52% |
|
Europe Developed
|
24.72% |
| Austria | 0.05% |
| Belgium | 0.33% |
| Denmark | 0.48% |
| Finland | 0.08% |
| France | 3.24% |
| Germany | 5.73% |
| Greece | 0.13% |
| Ireland | 1.62% |
| Italy | 7.13% |
| Netherlands | 1.30% |
| Portugal | 0.02% |
| Spain | 3.04% |
| Sweden | 0.62% |
| Switzerland | 0.52% |
|
Europe Emerging
|
2.87% |
| Czech Republic | 0.52% |
| Turkey | 0.49% |
|
Africa And Middle East
|
1.32% |
| Egypt | 0.20% |
| Saudi Arabia | 0.04% |
| South Africa | 0.34% |
| United Arab Emirates | 0.03% |
| Greater Asia | 11.09% |
|---|---|
| Japan | 4.77% |
|
Australasia
|
3.50% |
| Australia | 3.50% |
|
Asia Developed
|
1.98% |
| Hong Kong | 0.56% |
| Singapore | 0.30% |
| South Korea | 0.22% |
| Taiwan | 0.91% |
|
Asia Emerging
|
0.84% |
| China | 0.43% |
| India | 0.34% |
| Indonesia | 0.07% |
| Unidentified Region | 1.88% |
|---|
Bond Credit Quality Exposure
| AAA | 9.74% |
| AA | 23.97% |
| A | 16.95% |
| BBB | 31.81% |
| BB | 4.34% |
| B | 1.36% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.00% |
| Not Available | 11.84% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
11.01% |
| Materials |
|
1.04% |
| Consumer Discretionary |
|
3.88% |
| Financials |
|
5.68% |
| Real Estate |
|
0.43% |
| Sensitive |
|
13.90% |
| Communication Services |
|
2.26% |
| Energy |
|
0.55% |
| Industrials |
|
3.08% |
| Information Technology |
|
8.01% |
| Defensive |
|
4.61% |
| Consumer Staples |
|
0.89% |
| Health Care |
|
2.81% |
| Utilities |
|
0.91% |
| Not Classified |
|
70.48% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
70.48% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 55.73% |
| Corporate | 30.80% |
| Securitized | 10.50% |
| Municipal | 2.53% |
| Other | 0.44% |
Bond Maturity Exposure
| Short Term |
|
0.00% |
| Less than 1 Year |
|
0.00% |
| Intermediate |
|
66.24% |
| 1 to 3 Years |
|
8.25% |
| 3 to 5 Years |
|
12.14% |
| 5 to 10 Years |
|
45.85% |
| Long Term |
|
30.80% |
| 10 to 20 Years |
|
10.37% |
| 20 to 30 Years |
|
20.01% |
| Over 30 Years |
|
0.42% |
| Other |
|
2.96% |
As of February 28, 2026