Performance

Annualized

FundSince Incept.1-Mth3-Mth6-MthYTD1-Yr3-Yr5-Yr7-Yr10-YrDate of Incept.
Morningstar Balanced Portfolio4.77 -0.67 -4.15 -1.97 -4.15 1.71 5.74 ---15/05/2017
Morningstar Balanced Benchmark**6.39 -0.36 -4.85 -0.88 -4.85 4.01 7.35 --- 
Morningstar Conservative Portfolio1.91 -1.63 -5.03 -4.02 -5.03 -2.49 2.00 ---15/05/2017
Morningstar Conservative Benchmark**2.68 -2.08 -5.67 -3.92 -5.67 -1.78 2.46 --- 
Morningstar Growth Portfolio5.69 -0.27 -4.02 -1.64 -4.02 2.52 7.22 ---15/05/2017
Morningstar Growth Benchmark**8.20 0.62 -4.17 0.89 -4.17 7.19 9.77 --- 
Morningstar Moderate Portfolio3.32 -1.14 -4.63 -2.97 -4.63 -0.33 3.91 ---15/05/2017
Morningstar Moderate Benchmark**4.55 -1.25 -5.33 -2.46 -5.33 1.04 4.91 --- 

Calendar-Year

Fund20122013201420152016*20172018201920202021Date of Incept.
Morningstar Balanced Portfolio-------3.16 12.80 8.19 7.82 15/05/2017
Morningstar Balanced Benchmark**-------0.84 14.66 10.91 9.94  
Morningstar Conservative Portfolio-------0.59 6.89 7.83 0.68 15/05/2017
Morningstar Conservative Benchmark**------1.58 8.09 8.82 1.03  
Morningstar Growth Portfolio-------5.62 15.96 7.65 11.19 15/05/2017
Morningstar Growth Benchmark**-------2.09 17.78 11.42 14.75  
Morningstar Moderate Portfolio-------2.15 10.08 7.89 4.33 15/05/2017
Morningstar Moderate Benchmark**------0.38 11.41 10.02 5.38  

 

1Morningstar Conservative Portfolio Benchmark, 10% FTSE TMX Canada 91 Day T-Bill Index, 54% FTSE TMX Canada Universe Bond Index, 16% Citi WGBI Index, 6% S&P/TSX Composite Index, 14% MSCI ACWI ex-Canada Index

2Morningstar Moderate Portfolio Benchmark, 5% FTSE TMX Canada 91 Day T-Bill Index, 43% FTSE TMX Canada Universe Bond Index, 12% Citi WGBI Index, 12% S&P/TSX Composite Index, 28% MSCI ACWI ex-Canada Index

3Morningstar Balanced Portfolio Benchmark, 2% FTSE TMX Canada 91 Day T-Bill Index, 30% FTSE TMX Canada Universe Bond Index, 8% Citi WGBI Index, 18% S&P/TSX Composite Index, 42% MSCI ACWI ex-Canada Index

4Morningstar Growth Portfolio Benchmark, 2% FTSE TMX Canada 91 Day T-Bill Index, 14% FTSE TMX Canada Universe Bond Index, 4% Citi WGBI Index, 24% S&P/TSX Composite Index, 56% MSCI ACWI ex-Canada Index