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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 January 11, 2024
Daily Interest 1.75%

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as of January 11, 2024
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.

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Unit values as of May 16, 2024

Canadian Equity Index Fund
Class Current Last Week Last Year
Catégorie B Actuel
16 May 2024
$42.82
Semaine précédente
09 May 2024
$42.76
Année précédente
18 May 2023
$38.41
Catégorie C Actuel
16 May 2024
$38.62
Semaine précédente
09 May 2024
$38.56
Année précédente
18 May 2023
$34.55
U.S. Equity Index Fund
Class Current Last Week Last Year
Catégorie B Actuel
16 May 2024
$50.64
Semaine précédente
09 May 2024
$49.81
Année précédente
18 May 2023
$39.47
Catégorie C Actuel
16 May 2024
$40.04
Semaine précédente
09 May 2024
$39.38
Année précédente
18 May 2023
$31.12
International Equity Index Fund
Class Current Last Week Last Year
Catégorie B Actuel
16 May 2024
$22.65
Semaine précédente
09 May 2024
$22.27
Année précédente
18 May 2023
$19.78
Catégorie C Actuel
16 May 2024
$23.26
Semaine précédente
09 May 2024
$22.87
Année précédente
18 May 2023
$20.25
Canadian Bond Index Fund
Class Current Last Week Last Year
Catégorie B Actuel
16 May 2024
$15.81
Semaine précédente
09 May 2024
$15.74
Année précédente
18 May 2023
$15.74
Catégorie C Actuel
16 May 2024
$16.94
Semaine précédente
09 May 2024
$16.86
Année précédente
18 May 2023
$16.81

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as of May 16, 2024

Canadian Equity Index Fund
Class Six Months 1 Year 3 Years[1] 5 Years[1] 10 Years[1]
Catégorie B Six mois 11.88% 1 Année 11.48% 3 Années[1] 6.68% 5 Années[1] 7.92% 10 Années[1] n/a
Catégorie C Six mois 12.03% 1 Année 11.78% 3 Années[1] 6.97% 5 Années[1] 8.22% 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 17.27% 1 Année 28.31% 3 Années[1] 13.22% 5 Années[1] 13.07% 10 Années[1] n/a
Catégorie C Six mois 17.43% 1 Année 28.66% 3 Années[1] 13.54% 5 Années[1] 13.39% 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 14.32% 1 Année 14.52% 3 Années[1] 6.68% 5 Années[1] 6.17% 10 Années[1] n/a
Catégorie C Six mois 14.49% 1 Année 14.85% 3 Années[1] 6.99% 5 Années[1] 6.48% 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 2.96% 1 Année 0.46% 3 Années[1] -3.19% 5 Années[1] -1.64% 10 Années[1] n/a
Catégorie C Six mois 3.11% 1 Année 0.76% 3 Années[1] -2.90% 5 Années[1] -1.35% 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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