Performance

Annualized

FundSince Incept.1-Mth3-Mth6-MthYTD1-Yr3-Yr5-Yr7-Yr10-YrDate of Incept.
Morningstar Aggressive Portfolio3.58 -0.93 4.16 19.83 -3.31 2.62 3.75 ---15/05/2017
Morningstar Aggressive Benchmark**7.00 -1.06 5.43 20.54 2.66 8.25 8.00 --- 
Morningstar Balanced Portfolio3.82 -0.63 2.79 14.50 1.14 4.57 4.43 ---15/05/2017
Morningstar Balanced Benchmark**6.18 -0.40 3.63 14.46 5.03 8.14 7.50 --- 
Morningstar Conservative Portfolio3.20 -0.10 1.84 9.56 4.57 5.46 4.24 ---15/05/2017
Morningstar Conservative Benchmark**4.77 0.31 1.54 7.35 6.80 7.14 6.29 --- 
Morningstar Growth Portfolio3.38 -0.70 3.72 17.39 -1.87 3.05 3.67 ---15/05/2017
Morningstar Growth Benchmark**6.67 -0.77 4.66 17.87 3.71 8.23 7.80 --- 
Morningstar Moderate Portfolio3.45 -0.39 2.27 12.05 2.67 4.97 4.32 ---15/05/2017
Morningstar Moderate Benchmark**5.54 -0.04 2.59 10.93 6.04 7.76 6.98 --- 

Calendar-Year

Fund2010201120122013201420152016*201720182019Date of Incept.
Morningstar Aggressive Portfolio-------5.69 -6.78 18.22 15/05/2017
Morningstar Aggressive Benchmark**-------5.39 -3.08 20.18  
Morningstar Balanced Portfolio-------2.73 -3.16 12.80 15/05/2017
Morningstar Balanced Benchmark**-------2.80 -0.84 14.66  
Morningstar Conservative Portfolio-------0.10 -0.59 6.89 15/05/2017
Morningstar Conservative Benchmark**-------0.01 1.58 8.09  
Morningstar Growth Portfolio-------4.18 -5.62 15.96 15/05/2017
Morningstar Growth Benchmark**-------4.26 -2.09 17.78  
Morningstar Moderate Portfolio-------1.38 -2.15 10.08 15/05/2017
Morningstar Moderate Benchmark**-------1.39 0.38 11.41  

 

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