Canada Life Risk-Managed Growth Portfolio Sr W (MAX8320)
18.50
+0.07
(+0.36%)
CAD |
Jun 02 2026
MAX8320 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 4.96% |
| Stock | 77.13% |
| Bond | 15.71% |
| Convertible | 0.00% |
| Preferred | 0.12% |
| Other | 2.07% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 70.08% |
|---|---|
|
North America
|
65.10% |
| Canada | 16.70% |
| United States | 48.39% |
|
Latin America
|
4.99% |
| Argentina | 0.58% |
| Brazil | 1.38% |
| Chile | 0.17% |
| Colombia | 0.47% |
| Mexico | 1.34% |
| Peru | 0.15% |
| Venezuela | 0.03% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 11.66% |
|---|---|
| United Kingdom | 1.68% |
|
Europe Developed
|
7.74% |
| Austria | 0.02% |
| Belgium | 0.06% |
| Denmark | 0.29% |
| Finland | 0.06% |
| France | 1.41% |
| Germany | 0.98% |
| Greece | 0.09% |
| Ireland | 1.78% |
| Italy | 0.38% |
| Netherlands | 0.50% |
| Norway | 0.06% |
| Portugal | 0.01% |
| Spain | 0.22% |
| Sweden | 0.27% |
| Switzerland | 1.22% |
|
Europe Emerging
|
0.56% |
| Czech Republic | 0.09% |
| Poland | 0.03% |
| Turkey | 0.22% |
|
Africa And Middle East
|
1.68% |
| Egypt | 0.09% |
| Israel | 0.29% |
| Qatar | 0.10% |
| Saudi Arabia | 0.35% |
| South Africa | 0.44% |
| United Arab Emirates | 0.21% |
| Greater Asia | 10.67% |
|---|---|
| Japan | 1.71% |
|
Australasia
|
0.53% |
| Australia | 0.51% |
|
Asia Developed
|
4.22% |
| Hong Kong | 0.38% |
| Singapore | 0.41% |
| South Korea | 1.17% |
| Taiwan | 2.25% |
|
Asia Emerging
|
4.22% |
| China | 1.95% |
| India | 1.19% |
| Indonesia | 0.38% |
| Kazakhstan | 0.02% |
| Malaysia | 0.23% |
| Philippines | 0.16% |
| Thailand | 0.28% |
| Unidentified Region | 7.58% |
|---|
Bond Credit Quality Exposure
| AAA | 2.85% |
| AA | 15.93% |
| A | 8.16% |
| BBB | 23.23% |
| BB | 27.89% |
| B | 13.44% |
| Below B | 3.05% |
| CCC | 2.60% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.45% |
| Not Rated | 0.02% |
| Not Available | 5.41% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
28.96% |
| Materials |
|
6.12% |
| Consumer Discretionary |
|
6.78% |
| Financials |
|
14.91% |
| Real Estate |
|
1.15% |
| Sensitive |
|
39.08% |
| Communication Services |
|
6.38% |
| Energy |
|
4.65% |
| Industrials |
|
8.81% |
| Information Technology |
|
19.25% |
| Defensive |
|
12.32% |
| Consumer Staples |
|
4.03% |
| Health Care |
|
5.98% |
| Utilities |
|
2.31% |
| Not Classified |
|
19.65% |
| Non Classified Equity |
|
0.51% |
| Not Classified - Non Equity |
|
19.14% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 49.41% |
| Corporate | 38.84% |
| Securitized | 6.12% |
| Municipal | 0.15% |
| Other | 5.49% |
Bond Maturity Exposure
| Short Term |
|
2.93% |
| Less than 1 Year |
|
2.93% |
| Intermediate |
|
65.68% |
| 1 to 3 Years |
|
18.21% |
| 3 to 5 Years |
|
16.10% |
| 5 to 10 Years |
|
31.37% |
| Long Term |
|
30.45% |
| 10 to 20 Years |
|
14.14% |
| 20 to 30 Years |
|
15.89% |
| Over 30 Years |
|
0.41% |
| Other |
|
0.93% |
As of February 28, 2026