Performance

Annualized

FundSince Incept.1-Mth3-Mth6-MthYTD1-Yr3-Yr5-Yr7-Yr10-YrDate of Incept.
Morningstar Balanced Portfolio3.91 -3.63 -5.77 -6.13 -7.63 -2.86 3.69 ---15/05/2017
Morningstar Balanced Benchmark**5.26 -4.71 -6.48 -6.99 -9.33 -2.14 4.84 --- 
Morningstar Conservative Portfolio1.25 -3.04 -5.75 -6.28 -7.91 -5.74 0.70 ---15/05/2017
Morningstar Conservative Benchmark**1.88 -3.60 -6.55 -7.11 -9.07 -5.62 0.96 --- 
Morningstar Growth Portfolio4.78 -3.78 -5.71 -6.49 -7.65 -2.47 4.80 ---15/05/2017
Morningstar Growth Benchmark**6.93 -5.13 -6.19 -6.63 -9.08 -0.06 6.78 --- 
Morningstar Moderate Portfolio2.55 -3.36 -5.72 -6.26 -7.83 -4.35 2.23 ---15/05/2017
Morningstar Moderate Benchmark**3.58 -4.19 -6.58 -7.12 -9.30 -3.97 2.90 --- 

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