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Broker Retirement Plan Rates/Values

The following rates and values are available to members of the Wawanesa Broker Retirement Savings Plan only.

as of July 13, 2023
Daily Interest 1.75%

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as of July 13, 2023
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 5.00% With Payments - Not exceeding annual interest 5.00% With Payments - In excess of annual interest but less than 20% of principal 5.00%
Term (Years) 2 No Payments - Interest compounding 4.75% With Payments - Not exceeding annual interest 4.75% With Payments - In excess of annual interest but less than 20% of principal 4.80%
Term (Years) 3 No Payments - Interest compounding 4.55% With Payments - Not exceeding annual interest 4.55% With Payments - In excess of annual interest but less than 20% of principal 4.650%
Term (Years) 4 No Payments - Interest compounding 4.40% With Payments - Not exceeding annual interest 4.40% With Payments - In excess of annual interest but less than 20% of principal 4.55%
Term (Years) 5 No Payments - Interest compounding 4.30% With Payments - Not exceeding annual interest 4.30% With Payments - In excess of annual interest but less than 20% of principal 4.50%
Term (Years) 7 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 4.40%
Term (Years) 10 No Payments - Interest compounding 4.15% With Payments - Not exceeding annual interest 4.15% With Payments - In excess of annual interest but less than 20% of principal 4.35%
Rates available on request for special terms.

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Unit values as of September 28, 2023

Canadian Equity Index Fund
Class Current Last Week Last Year
Catégorie B Actuel
28 September 2023
$37.01
Semaine précédente
21 September 2023
$38.47
Année précédente
02 October 2022
$34.99
Catégorie C Actuel
28 September 2023
$33.32
Semaine précédente
21 September 2023
$34.64
Année précédente
02 October 2022
$31.42
U.S. Equity Index Fund
Class Current Last Week Last Year
Catégorie B Actuel
28 September 2023
$40.59
Semaine précédente
21 September 2023
$41.48
Année précédente
02 October 2022
$35.89
Catégorie C Actuel
28 September 2023
$32.04
Semaine précédente
21 September 2023
$32.74
Année précédente
02 October 2022
$28.25
International Equity Index Fund
Class Current Last Week Last Year
Catégorie B Actuel
28 September 2023
$18.95
Semaine précédente
21 September 2023
$19.61
Année précédente
02 October 2022
$15.57
Catégorie C Actuel
28 September 2023
$19.42
Semaine précédente
21 September 2023
$20.10
Année précédente
02 October 2022
$15.91
Canadian Bond Index Fund
Class Current Last Week Last Year
Catégorie B Actuel
28 September 2023
$14.91
Semaine précédente
21 September 2023
$15.12
Année précédente
02 October 2022
$15.61
Catégorie C Actuel
28 September 2023
$15.95
Semaine précédente
21 September 2023
$16.17
Année précédente
02 October 2022
$16.64

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as of September 28, 2023

Canadian Equity Index Fund
Class Six Months 1 Year 3 Years[1] 5 Years[1] 10 Years[1]
Catégorie B Six mois -1.23% 1 Année 5.77% 3 Années[1] 8.51% 5 Années[1] 5.23% 10 Années[1] n/a
Catégorie C Six mois -1.09% 1 Année 6.06% 3 Années[1] 8.80% 5 Années[1] 5.52% 10 Années[1] n/a
U.S. Equity Index Fund
Class Six Months 1 Year 3 Years[1] 5 Years[1] 10 Years[1]
Catégorie B Six mois 5.36% 1 Année 13.10% 3 Années[1] 9.61% 5 Années[1] 8.55% 10 Années[1] n/a
Catégorie C Six mois 5.50% 1 Année 13.41% 3 Années[1] 9.92% 5 Années[1] 8.86% 10 Années[1] n/a
International Equity Index Fund
Class Six Months 1 Year 3 Years[1] 5 Years[1] 10 Years[1]
Catégorie B Six mois -1.71% 1 Année 21.75% 3 Années[1] 4.13% 5 Années[1] 1.93% 10 Années[1] n/a
Catégorie C Six mois -1.57% 1 Année 22.09% 3 Années[1] 4.43% 5 Années[1] 2.22% 10 Années[1] n/a
Canadian Bond Index Fund
Class Six Months 1 Year 3 Years[1] 5 Years[1] 10 Years[1]
Catégorie B Six mois -5.62% 1 Année -4.44% 3 Années[1] -7.12% 5 Années[1] -1.87% 10 Années[1] n/a
Catégorie C Six mois -5.48% 1 Année -4.15% 3 Années[1] -6.85% 5 Années[1] -1.58% 10 Années[1] n/a
  1. 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.

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