The following rates and values are available to members of the Wawanesa Broker Retirement Savings Plan only.
| as of April 30, 2020 | |
| Account Balance $1,000 or greater | 0.650 % |
| Account Balance less than $1,000 | 0.450 % |
| as of April 30, 2020 | |||
| No Payments | With Payments | ||
| Term (Years) |
Interest compounding |
Not exceeding annual interest |
In excess of annual interest but less than 20% of principal |
| 1 | 1.000 % | 1.000 % | 1.000 % |
| 2 | 1.100% | 1.100% | 1.100% |
| 3 | 1.200 % | 1.200 % | 1.150 % |
| 4 | 1.300 % | 1.300 % | 1.200 % |
| 5 | 1.350 % | 1.350 % | 1.250 % |
| 7 | 1.400 % | 1.400 % | 1.300 % |
| 10 | 1.550 % | 1.550 % | 1.350 % |
| Unit values as of July 09, 2020 | |||
| Canadian Equity Index Fund | Current |
Last Week |
Last Year |
July 09, 2020 |
July 02, 2020 |
July 11, 2019 |
|
| Class 'B' | $28.56 | $28.35 | $29.77 |
| Class 'C' | $25.49 | $25.29 | $26.50 |
| U.S. Equity Index Fund | Current |
Last Week |
Last Year |
July 09, 2020 |
July 02, 2020 |
July 11, 2019 |
|
| Class 'B' | $30.60 | $30.12 | $28.05 |
| Class 'C' | $23.94 | $23.56 | $21.88 |
| International Equity Index Fund | Current |
Last Week |
Last Year |
July 09, 2020 |
July 02, 2020 |
July 11, 2019 |
|
| Class 'B' | $16.66 | $16.43 | $16.91 |
| Class 'C' | $16.92 | $16.68 | $17.12 |
| Canadian Bond Index Fund | Current |
Last Week |
Last Year |
July 09, 2020 |
July 02, 2020 |
July 11, 2019 |
|
| Class 'B' | $18.50 | $18.52 | $17.43 |
| Class 'C' | $19.59 | $19.62 | $18.41 |
| as of July 09, 2020 | |||||
| Canadian Equity Index Fund | Six Months | 1 Year | 3 Years* | 5 Years* | 10 Years* |
| Class 'B' | -8.08% | -4.08% | 2.52% | 3.03% | n/a |
| Class 'C' | -7.95% | -3.81% | 2.81% | 3.31% | n/a |
| U.S. Equity Index Fund | Six Months | 1 Year | 3 Years* | 5 Years* | 10 Years* |
| Class 'B' | 1.12% | 9.11% | 10.54% | 10.38% | n/a |
| Class 'C' | 1.26% | 9.43% | 10.86% | 10.69% | n/a |
| International Equity Index Fund | Six Months | 1 Year | 3 Years* | 5 Years* | 10 Years* |
| Class 'B' | -6.42% | -1.47% | 1.13% | 2.54% | n/a |
| Class 'C' | -6.29% | -1.19% | 1.43% | 2.83% | n/a |
| Canadian Bond Index Fund | Six Months | 1 Year | 3 Years* | 5 Years* | 10 Years* |
| Class 'B' | 5.82% | 6.12% | 3.34% | 2.03% | n/a |
| Class 'C' | 5.97% | 6.42% | 3.64% | 2.32% | 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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