Segregated Fund Performance

Securities regulations prohibit performance information being published for funds less than 1 year old.

Active Products Annualized Returns Annual Returns
 
Versatile Portfolios Navigator™ 75/75 Non-Registered No-Load
Versatile Portfolios Navigator™ 75/75 Registered No-Load
Versatile Portfolios Navigator™ 75/75 TFSA No-Load
Versatile Portfolios Navigator™ 75/100 Non-Registered No-Load
Versatile Portfolios Navigator™ 75/100 Registered No-Load
Versatile Portfolios Navigator™ 75/100 TFSA No-Load
Versatile Portfolios Navigator™ 100/100 Non-Registered No-Load
Versatile Portfolios Navigator™ 100/100 Registered No-Load
Versatile Portfolios Navigator™ 100/100 TFSA No-Load
Aviator Portfolios™ 75-75 Non-Registered (Series 500)
Aviator Portfolios™ 75-75 Registered (Series 500)
Aviator Portfolios™ 75-75 TFSA (Series 500)
Aviator Portfolios™ 75-100 Non-Registered (Series 500)
Aviator Portfolios™ 75-100 Registered (Series 500)
Aviator Portfolios™ 75-100 TFSA (Series 500)
Versatile Portfolios™ RESP
Legacy Products Annualized Returns Annual Returns
 
Versatile Portfolios Navigator™ 75/75 Non-Registered
Versatile Portfolios Navigator™ 75/75 Registered
Versatile Portfolios Navigator™ 75/75 TFSA
Versatile Portfolios Navigator™ 75/100 Non-Registered
Versatile Portfolios Navigator™ 75/100 Registered
Versatile Portfolios Navigator™ 75/100 TFSA
Versatile Portfolios Navigator™ 100/100 Non-Registered
Versatile Portfolios Navigator™ 100/100 Registered
Versatile Portfolios Navigator™ 100/100 TFSA
Versatile Portfolios™ TFSA
Versatile Portfolios™ Non-Registered
Versatile Portfolios™ Non-Registered No-Load
Versatile Portfolios™ Registered
Versatile Portfolios™ Registered No-Load
Versatile Asset® IV Non-Registered
Versatile Asset® IV Registered
Versatile Asset® III
Versatile Asset® II Non-Registered
Versatile Asset® II Registered
Versatile Asset®

Variable Rate Option

A variable rate option (VRO) account ensures that your plan keeps pace with current interest rates. Because these rates may change frequently, interest is credited each day.

Variable rate option at July 8, 2020 is 0.050%

Guaranteed Rate Option

The guaranteed rate option (GRO) account allows you to choose a fixed period of up to five years, during which interest is guaranteed for the length of the term and compounded annually.

Guaranteed rate option interest rates at July 8, 2020.

1 year 2 year      3 year      4 year     5 year   
0.050%     0.200% 0.325% 0.500% 0.625%
Subject to change at any time