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 June 12, 2025
Daily Interest	1.75%

as of June 12, 2025
	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 2.80%	With Payments - Not exceeding annual interest 2.80%	With Payments - In excess of annual interest but less than 20% of principal 2.80%
Term (Years) 2	No Payments - Interest compounding 2.95%	With Payments - Not exceeding annual interest 2.95%	With Payments - In excess of annual interest but less than 20% of principal 2.95%
Term (Years) 3	No Payments - Interest compounding 3.05%	With Payments - Not exceeding annual interest 3.05%	With Payments - In excess of annual interest but less than 20% of principal 3.05%
Term (Years) 4	No Payments - Interest compounding 3.20%	With Payments - Not exceeding annual interest 3.20%	With Payments - In excess of annual interest but less than 20% of principal 3.20%
Term (Years) 5	No Payments - Interest compounding 3.30%	With Payments - Not exceeding annual interest 3.30%	With Payments - In excess of annual interest but less than 20% of principal 3.30%
Term (Years) 7	No Payments - Interest compounding 3.55%	With Payments - Not exceeding annual interest 3.55%	With Payments - In excess of annual interest but less than 20% of principal 3.55%
Term (Years) 10	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%
Rates available on request for special terms.

Unit values as of July 04, 2025

Canadian Equity Index Fund
Class	Current	Previous Day	Last Year
Class B	Current July 04, 2025 $70.40	Previous Day July 03, 2025 $70.40	Last Year July 04, 2024 $42.83
Class C	Current July 04, 2025 $70.40	Previous Day July 03, 2025 $70.40	Last Year July 04, 2024 $38.64

U.S. Equity Index Fund
Class	Current	Previous Day	Last Year
Class B	Current July 04, 2025 $61.59	Previous Day July 03, 2025 $61.47	Last Year July 04, 2024 $52.78
Class C	Current July 04, 2025 $61.59	Previous Day July 03, 2025 $61.47	Last Year July 04, 2024 $41.75

International Equity Index Fund
Class	Current	Previous Day	Last Year
Class B	Current July 04, 2025 $23.82	Previous Day July 03, 2025 $23.81	Last Year July 04, 2024 $22.42
Class C	Current July 04, 2025 $23.82	Previous Day July 03, 2025 $23.81	Last Year July 04, 2024 $23.03

Canadian Bond Index Fund
Class	Current	Previous Day	Last Year
Class B	Current July 04, 2025 $11.48	Previous Day July 03, 2025 $11.46	Last Year July 04, 2024 $15.86
Class C	Current July 04, 2025 $11.48	Previous Day July 03, 2025 $11.46	Last Year July 04, 2024 $17.00

Last Year unit values include management fees. As of October 7, 2024, Wawanesa Life moved to an unbundled management fee structure, and the Current and Previous Day unit values shown do not include management fees. If you have any questions, please reach out to our Annuities Service Team at 1-800-263-6785 or annuities@wawanesa.com. ↩

as of July 04, 2025

Canadian Equity Index Fund
Class	Six Months	1 Year	3 Years[2]	5 Years[2]	10 Years[2]
Class B	Six Months 7.91%	1 Year 19.90%	3 Years[2] 11.66%	5 Years[2] 11.20%	10 Years[2] 5.62%
Class C	Six Months 7.91%	1 Year 19.90%	3 Years[2] 11.66%	5 Years[2] 11.20%	10 Years[2] 5.62%

U.S. Equity Index Fund
Class	Six Months	1 Year	3 Years[2]	5 Years[2]	10 Years[2]
Class B	Six Months 0.18%	1 Year 13.49%	3 Years[2] 20.23%	5 Years[2] 14.99%	10 Years[2] 12.29%
Class C	Six Months 0.18%	1 Year 13.49%	3 Years[2] 20.23%	5 Years[2] 14.99%	10 Years[2] 12.29%

International Equity Index Fund
Class	Six Months	1 Year	3 Years[2]	5 Years[2]	10 Years[2]
Class B	Six Months 11.29%	1 Year 10.32%	3 Years[2] 14.74%	5 Years[2] 7.54%	10 Years[2] 4.06%
Class C	Six Months 11.29%	1 Year 10.32%	3 Years[2] 14.74%	5 Years[2] 7.54%	10 Years[2] 4.06%

Canadian Bond Index Fund
Class	Six Months	1 Year	3 Years[2]	5 Years[2]	10 Years[2]
Class B	Six Months -0.75%	1 Year 2.72%	3 Years[2] 0.60%	5 Years[2] -22.63%	10 Years[2] -11.90%
Class C	Six Months -0.75%	1 Year 2.72%	3 Years[2] 0.60%	5 Years[2] -22.63%	10 Years[2] -11.90%

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. ↩