Broker Retirement Plan Rates/Values



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


Daily Interest

as of May 17, 2018
Account Balance $1,000 or greater 0.700 %
Account Balance less than $1,000 0.500 %

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Guaranteed Investment Accounts

as of May 17, 2018
No Payments With Payments
Term
(Years)
Interest
compounding
Not exceeding
annual interest
In excess of annual interest
but less than 20% of principal
1 1.700 % 1.700 % 1.700 %
2 1.950% 1.950% 1.900%
3 2.100 % 2.100 % 2.050 %
4 2.200 % 2.200 % 2.100 %
5 2.250 % 2.250 % 2.150 %
7 2.300 % 2.300 % 2.200 %
10 2.400 % 2.400 % 2.250 %
Rates available on request for special terms.

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Current MPO Seg Fund Unit Values

Unit values as of August 09, 2018
Canadian Equity Index Fund
Current
Last Week
Last Year
 
August 09, 2018
August 02, 2018
August 10, 2017
Class 'B' $28.89 $29.01 $26.62
Class 'C' $25.64 $25.75 $23.57
U.S. Equity Index Fund
Current
Last Week
Last Year
 
August 09, 2018
August 02, 2018
August 10, 2017
Class 'B' $26.67 $26.10 $22.52
Class 'C' $20.75 $20.30 $17.47
International Equity Index Fund
Current
Last Week
Last Year
 
August 09, 2018
August 02, 2018
August 10, 2017
Class 'B' $17.26 $17.23 $16.18
Class 'C' $17.42 $17.40 $16.29
Canadian Bond Index Fund
Current
Last Week
Last Year
 
August 09, 2018
August 02, 2018
August 10, 2017
Class 'B' $16.44 $16.44 $16.61
Class 'C' $17.31 $17.31 $17.44

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Current MPO Seg Fund Rates Of Return

as of August 09, 2018
Canadian Equity Index Fund Six Months 1 Year 3 Years* 5 Years* 10 Years*
Class 'B' 7.11% 8.52% 5.28% 6.90% n/a
Class 'C' 7.25% 8.81% 5.56% 7.19% n/a
U.S. Equity Index Fund Six Months 1 Year 3 Years* 5 Years* 10 Years*
Class 'B' 10.86% 18.45% 10.44% 16.09% n/a
Class 'C' 11.01% 18.79% 10.74% 16.42% n/a
International Equity Index Fund Six Months 1 Year 3 Years* 5 Years* 10 Years*
Class 'B' 2.58% 6.61% 2.72% 8.34% n/a
Class 'C' 2.74% 6.93% 3.01% 8.65% n/a
Canadian Bond Index Fund Six Months 1 Year 3 Years* 5 Years* 10 Years*
Class 'B' 0.25% -1.04% -0.64% 1.41% n/a
Class 'C' 0.40% -0.76% -0.36% 1.69% 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.

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