Description: PLV seeks to generate capital growth and modest income over the long term by investing, directly or indirectly, primarily in global equity securities and fixed-income securities.
Exchange: TO
Country: CA
Currency: Canadian Dollar (C$)
Category: Global Equity Balanced
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Bond | 30.19 | 0.00 | 30.19 |
| Equity | 24.20 | 0.00 | 24.20 |
| US Equity | 21.39 | 0.00 | 21.39 |
| Cash | 1.00 | 0.06 | 0.93 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 21.37 | 19.77 |
| Utilities | 17.21 | 2.98 |
| Real Estate | 14.99 | 2.26 |
| Consumer Defensive | 13.42 | 7.80 |
| Industrials | 10.01 | 13.23 |
| Communication Services | 6.91 | 5.86 |
| Healthcare | 5.38 | 10.83 |
| Consumer Cyclicals | 3.50 | 10.67 |
| Technology | 3.19 | 14.16 |
| Energy | 2.81 | 7.00 |
| Basic Materials | 1.22 | 5.44 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 66.28 | 72.47 |
| Japan | 10.77 | 3.71 |
| Asia Developed | 8.27 | 2.80 |
| Europe Developed | 4.18 | 11.75 |
| Asia Emerging | 4.06 | 2.73 |
| Australasia | 2.31 | 0.66 |
| Africa/Middle East | 1.88 | 0.83 |
| United Kingdom | 1.32 | 4.27 |
| Latin America | 0.95 | 0.69 |
| Europe Emerging | 0.00 | 0.10 |