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London Life Real Estate Fund
The London Life Real Estate Fund was launched in the last half of 1998. At July 31, 2010, the total assets of the Fund were $1.9 billion. The Fund is invested in 98 properties diversified by type and region in Canada. This fund provides investors with a stable income return and a potential for capital appreciation, as well as enhanced individual portfolio diversification. High quality assets, strong management and favourable market conditions will continue to provide healthy returns. The Fund's long-term objective is to be well diversified by type and region in Canada while continuing to provide investors with a stable income return and potential for capital appreciation.
To see a presentation from Paul Finkbeiner about the Real Estate Fund and the unique opportunities to participate in commercial real estate investments, click here.
Minimum system requirements:
- Internet Explorer 6, 7, 8, Firefox, Safari
- Adobe Flash version 8.0 or higher
- Audio
For technical support, please speak with your financial security advisor.
To view the July 31, 2010 Fund update, click here.
To view the December 4, 2009 update on the London Life Real Estate Fund payout period, click here.
As of December 15, 2008, fund redemptions have been temporarily suspended. For more information, click here.
Portfolio Data & Strategy
The Fund is diversified into four asset classes; office, residential, industrial and retail, and is also divided geographically across Canada. In order to provide both strong returns and liquidity, the investment focus is on Canada's larger cities with strong economies. Risk is further managed by a very conservative debt to value ratio and by having only a small development component.
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Investor Information
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Why your portfolio should include an investment in direct real estate: |
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Low volatility
High, secure income return
Good substitute for stocks and bonds (low correlation to stocks and bonds)
Potential Capital Appreciation
Diversification by sector and region
Hedge against inflation
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For investor information on the London Life Real Estate Fund or any of the other funds please contact your London Life representative or call 1-800-667-FREEDOM or visit the London Life web site.
Chart data as of July 31, 2010
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Financial History and Reporting Summary
Compounded Rates of Return as of July 31, 2010
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Before Fees |
| Three Month - Q2 |
-0.11% |
| Year-to-Date |
1.14% |
| One Year |
-0.14% |
| Three Year |
2.11% |
| Five Year |
7.93% |
| Ten Year |
8.28% |
Source of Return
As of July 31, 2010
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2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
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Income |
3.6% |
6.1% |
5.9% |
6.1% |
6.6% |
7.2% |
7.3% |
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Capital Gain/Loss |
-2.4% |
-4.6% |
-7.7% |
9.5% |
11.1% |
8.1% |
1.2% |
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Total |
1.2% |
1.5% |
-1.9% |
15.6% |
17.7% |
15.3% |
8.5% |
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Reporting Summary*
Top Ten Assets
Asset Listing by Region
Asset Listing by Property Type |
Quarterly Reports*
June 2010
March 2010
December 2009
September 2009
June 2009
March 2009
December 2008
September 2008
June 2008
March 2008
December 2007
September 2007
June 2007
March 2007
December 2006
September 2006
June 2006
March 2006
December 2005
September 2005
* To view these documents, you will need Adobe Acrobat Reader which you can download, at no cost, from the Adobe web site.
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