Broker Retirement Plan Rates/Values
- Daily Interest
- Guaranteed Investment Accounts
- Current MPO Seg Fund Unit Values
- Current MPO Seg Fund Rates of Return
The following rates and values are available to members of the Wawanesa Broker Retirement Savings Plan only.
Daily Interest
Daily Interest | 1.75% |
---|
Guaranteed Investment Accounts
No Payments | With Payments | ||
---|---|---|---|
Term (Years) |
Interest compounding | Not exceeding annual interest | In excess of annual interest but less than 20% of principal |
Term (Years) 1 | No Payments - Interest compounding 4.45% | With Payments - Not exceeding annual interest 4.45% | With Payments - In excess of annual interest but less than 20% of principal 4.45% |
Term (Years) 2 | No Payments - Interest compounding 4.20% | With Payments - Not exceeding annual interest 4.20% | With Payments - In excess of annual interest but less than 20% of principal 4.20% |
Term (Years) 3 | No Payments - Interest compounding 3.95% | With Payments - Not exceeding annual interest 3.95% | With Payments - In excess of annual interest but less than 20% of principal 3.95% |
Term (Years) 4 | No Payments - Interest compounding 3.80% | With Payments - Not exceeding annual interest 3.80% | With Payments - In excess of annual interest but less than 20% of principal 3.80% |
Term (Years) 5 | No Payments - Interest compounding 3.80% | With Payments - Not exceeding annual interest 3.80% | With Payments - In excess of annual interest but less than 20% of principal 3.80% |
Term (Years) 7 | No Payments - Interest compounding 3.90% | With Payments - Not exceeding annual interest 3.90% | With Payments - In excess of annual interest but less than 20% of principal 3.90% |
Term (Years) 10 | No Payments - Interest compounding 4.05% | With Payments - Not exceeding annual interest 4.05% | With Payments - In excess of annual interest but less than 20% of principal 4.05% |
Rates available on request for special terms. |
Current MPO Seg Fund Unit Values
Unit values as of July 25, 2024
Class | Current | Last Week | Last Year |
---|---|---|---|
Class B |
Current
July 25, 2024
$43.61 |
Last Week
July 18, 2024
$44.04 |
Last Year
July 27, 2023
$39.04 |
Class C |
Current
July 25, 2024
$39.35 |
Last Week
July 18, 2024
$39.73 |
Last Year
July 27, 2023
$35.13 |
Class | Current | Last Week | Last Year |
---|---|---|---|
Class B |
Current
July 25, 2024
$52.31 |
Last Week
July 18, 2024
$53.48 |
Last Year
July 27, 2023
$42.44 |
Class C |
Current
July 25, 2024
$41.38 |
Last Week
July 18, 2024
$42.31 |
Last Year
July 27, 2023
$33.48 |
Class | Current | Last Week | Last Year |
---|---|---|---|
Class B |
Current
July 25, 2024
$22.77 |
Last Week
July 18, 2024
$22.99 |
Last Year
July 27, 2023
$20.01 |
Class C |
Current
July 25, 2024
$23.39 |
Last Week
July 18, 2024
$23.62 |
Last Year
July 27, 2023
$20.49 |
Class | Current | Last Week | Last Year |
---|---|---|---|
Class B |
Current
July 25, 2024
$16.04 |
Last Week
July 18, 2024
$16.10 |
Last Year
July 27, 2023
$15.48 |
Class C |
Current
July 25, 2024
$17.19 |
Last Week
July 18, 2024
$17.26 |
Last Year
July 27, 2023
$16.54 |
Current MPO Seg Fund Rates Of Return
as of July 25, 2024
Class | Six Months | 1 Year | 3 Years[1] | 5 Years[1] | 10 Years[1] |
---|---|---|---|---|---|
Class B | Six Months 8.35% | 1 Year 11.71% | 3 Years[1] 5.44% | 5 Years[1] 7.87% | 10 Years[1] n/a |
Class C | Six Months 8.49% | 1 Year 12.01% | 3 Years[1] 5.73% | 5 Years[1] 8.16% | 10 Years[1] n/a |
Class | Six Months | 1 Year | 3 Years[1] | 5 Years[1] | 10 Years[1] |
---|---|---|---|---|---|
Class B | Six Months 13.61% | 1 Year 23.26% | 3 Years[1] 10.38% | 5 Years[1] 13.06% | 10 Years[1] n/a |
Class C | Six Months 13.77% | 1 Year 23.60% | 3 Years[1] 10.69% | 5 Years[1] 13.38% | 10 Years[1] n/a |
Class | Six Months | 1 Year | 3 Years[1] | 5 Years[1] | 10 Years[1] |
---|---|---|---|---|---|
Class B | Six Months 9.77% | 1 Year 13.81% | 3 Years[1] 5.20% | 5 Years[1] 6.02% | 10 Years[1] n/a |
Class C | Six Months 9.93% | 1 Year 14.13% | 3 Years[1] 5.51% | 5 Years[1] 6.33% | 10 Years[1] n/a |
Class | Six Months | 1 Year | 3 Years[1] | 5 Years[1] | 10 Years[1] |
---|---|---|---|---|---|
Class B | Six Months 2.02% | 1 Year 3.60% | 3 Years[1] -3.55% | 5 Years[1] -1.81% | 10 Years[1] n/a |
Class C | Six Months 2.17% | 1 Year 3.91% | 3 Years[1] -3.26% | 5 Years[1] -1.52% | 10 Years[1] n/a |
- Expressed as an average annual compound return.
Unit values and returns will fluctuate and historical performance is not necessarily indicative of future performance. A description of the key features of MPO Seg Funds is contained in the Information Folder available from your broker or by contacting Wawanesa Life directly. Please read it carefully prior to investing.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount allocated to a segregated fund is invested at your risk. It may increase or decrease in value according to fluctuations in the market value of the segregated fund assets. ↩