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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.

Daily Interest

as of April 10, 2025
Daily Interest 1.75%

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Guaranteed Investment Accounts

as of April 10, 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 2.70% With Payments - Not exceeding annual interest 2.70% With Payments - In excess of annual interest but less than 20% of principal 2.70%
Term (Years) 2 No Payments - Interest compounding 2.75% With Payments - Not exceeding annual interest 2.75% With Payments - In excess of annual interest but less than 20% of principal 2.75%
Term (Years) 3 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) 4 No Payments - Interest compounding 2.85% With Payments - Not exceeding annual interest 2.85% With Payments - In excess of annual interest but less than 20% of principal 2.85%
Term (Years) 5 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) 7 No Payments - Interest compounding 3.25% With Payments - Not exceeding annual interest 3.25% With Payments - In excess of annual interest but less than 20% of principal 3.25%
Term (Years) 10 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%
Rates available on request for special terms.

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Current MPO Seg Fund Unit Values[1]

Unit values as of April 25, 2025

Canadian Equity Index Fund
Class Current Previous Day Last Year
Class B Current
April 25, 2025
$64.88
Previous Day
April 24, 2025
$64.92
Last Year
April 25, 2024
$42.02
Class C Current
April 25, 2025
$64.88
Previous Day
April 24, 2025
$64.92
Last Year
April 25, 2024
$37.89
U.S. Equity Index Fund
Class Current Previous Day Last Year
Class B Current
April 25, 2025
$55.08
Previous Day
April 24, 2025
$54.74
Last Year
April 25, 2024
$48.70
Class C Current
April 25, 2025
$55.08
Previous Day
April 24, 2025
$54.74
Last Year
April 25, 2024
$38.50
International Equity Index Fund
Class Current Previous Day Last Year
Class B Current
April 25, 2025
$22.67
Previous Day
April 24, 2025
$22.62
Last Year
April 25, 2024
$21.82
Class C Current
April 25, 2025
$22.67
Previous Day
April 24, 2025
$22.62
Last Year
April 25, 2024
$22.40
Canadian Bond Index Fund
Class Current Previous Day Last Year
Class B Current
April 25, 2025
$11.54
Previous Day
April 24, 2025
$11.54
Last Year
April 25, 2024
$15.53
Class C Current
April 25, 2025
$11.54
Previous Day
April 24, 2025
$11.54
Last Year
April 25, 2024
$16.63
  1. 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.

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Current MPO Seg Fund Rates Of Return

as of April 25, 2025

Canadian Equity Index Fund
Class Six Months 1 Year 3 Years[2] 5 Years[2] 10 Years[2]
Class B Six Months -0.38% 1 Year 13.04% 3 Years[2] 5.36% 5 Years[2] 11.26% 10 Years[2] 4.32%
Class C Six Months -0.38% 1 Year 13.04% 3 Years[2] 5.36% 5 Years[2] 11.26% 10 Years[2] 4.32%
U.S. Equity Index Fund
Class Six Months 1 Year 3 Years[2] 5 Years[2] 10 Years[2]
Class B Six Months -5.27% 1 Year 10.85% 3 Years[2] 11.88% 5 Years[2] 13.92% 10 Years[2] 11.23%
Class C Six Months -5.27% 1 Year 10.85% 3 Years[2] 11.88% 5 Years[2] 13.92% 10 Years[2] 11.23%
International Equity Index Fund
Class Six Months 1 Year 3 Years[2] 5 Years[2] 10 Years[2]
Class B Six Months 2.79% 1 Year 9.88% 3 Years[2] 9.08% 5 Years[2] 8.54% 10 Years[2] 3.51%
Class C Six Months 2.79% 1 Year 9.88% 3 Years[2] 9.08% 5 Years[2] 8.54% 10 Years[2] 3.51%
Canadian Bond Index Fund
Class Six Months 1 Year 3 Years[2] 5 Years[2] 10 Years[2]
Class B Six Months 0.50% 1 Year 5.05% 3 Years[2] -0.22% 5 Years[2] -21.22% 10 Years[2] -12.22%
Class C Six Months 0.50% 1 Year 5.05% 3 Years[2] -0.22% 5 Years[2] -21.22% 10 Years[2] -12.22%
  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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