Performance

Annualized

FundSince Incept.1-Mth3-Mth6-MthYTD1-Yr3-Yr5-Yr7-Yr10-YrDate of Incept.
Morningstar Aggressive Portfolio8.15 1.64 1.44 5.25 12.80 28.25 11.80 ---15/05/2017
Morningstar Aggressive Benchmark**10.71 3.23 2.84 8.41 15.26 28.82 14.78 --- 
Morningstar Balanced Portfolio5.84 0.64 0.27 3.49 6.10 15.19 8.62 ---15/05/2017
Morningstar Balanced Benchmark**7.58 1.54 0.77 5.21 7.17 15.37 10.80 --- 
Morningstar Conservative Portfolio2.87 -0.70 -1.62 0.58 -1.07 2.78 4.75 ---15/05/2017
Morningstar Conservative Benchmark**3.78 -0.29 -1.38 1.60 -1.10 1.80 5.85 --- 
Morningstar Growth Portfolio6.92 1.21 0.87 4.30 9.81 22.41 10.22 ---15/05/2017
Morningstar Growth Benchmark**9.37 2.50 1.95 7.04 11.73 22.89 13.08 --- 
Morningstar Moderate Portfolio4.34 0.04 -0.70 2.04 2.58 9.13 6.73 ---15/05/2017
Morningstar Moderate Benchmark**5.70 0.62 -0.33 3.40 2.91 8.36 8.37 --- 

Calendar-Year

Fund201120122013201420152016*2017201820192020Date of Incept.
Morningstar Aggressive Portfolio--------6.78 18.22 7.96 15/05/2017
Morningstar Aggressive Benchmark**--------3.08 20.18 11.74  
Morningstar Balanced Portfolio--------3.16 12.80 8.19 15/05/2017
Morningstar Balanced Benchmark**--------0.84 14.66 10.91  
Morningstar Conservative Portfolio--------0.59 6.89 7.83 15/05/2017
Morningstar Conservative Benchmark**-------1.58 8.09 8.82  
Morningstar Growth Portfolio--------5.62 15.96 7.65 15/05/2017
Morningstar Growth Benchmark**--------2.09 17.78 11.42  
Morningstar Moderate Portfolio--------2.15 10.08 7.89 15/05/2017
Morningstar Moderate Benchmark**-------0.38 11.41 10.02  

 

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

5Morningstar Aggressive Portfolio Benchmark, 2% FTSE TMX Canada 91 Day T-Bill Index, 3% FTSE TMX Canada Universe Bond Index, 28% S&P/TSX Composite Index, 67% MSCI ACWI ex-Canada Index