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Ecoflex Investment Funds

Performance of Ecoflex and UltraFlex II Investment Funds




Net Returns (%) as at 2006-06-30

1 year

3 years

5 years

10 years


Focus Funds


Focus Prudent2
605
12.1837
-0.192
5.910
-0.353
4.543
4.093*
-

Focus Moderate2
615
12.6960
0.595
7.359
1.612
6.165
4.065*
-

Focus Balanced2
625
13.2025
1.364
8.820
3.591
7.791
3.978*
-

Focus Growth2
635
13.7304
2.105
10.255
5.577
9.384
3.872*
-

Focus Aggressive2
645
14.2911
2.834
11.720
7.565
11.085
3.765*
-

Income Funds


Money Market1
660
15.8415
1.342
1.298
1.781
1.396
1.521
2.421

Income1
700
13.2120
-0.108
1.084
-1.754
1.472
3.004
-

Bonds1
610
20.9008
-1.247
4.452
-3.087
2.576
5.030
5.183

Bonds - series 21
760
14.0266
-1.025
4.459
-2.584
2.699
4.832
5.304*

Diversified Funds


Diversified Security1
830
14.8160
0.191
6.746
0.716
5.580
5.213
-

Diversified1
670
27.6239
1.351
10.309
4.668
9.212
6.150
6.851

Diversified Opportunity1
840
17.4927
2.329
12.489
7.470
11.943
6.851
-

Fidelity Canadian Asset Allocation1
540
13.1583
1.513
13.033
7.985
10.523
5.782
8.948*

Diversified Income1
515
15.7304
3.366
19.571
13.779
-
-
-

Canadian Equity Funds


Dividend Income2
805
11.1132
4.010
13.426*
10.059*
15.514*
11.187*
10.937*

Dividend Growth2
695
11.3619
5.981
22.230*
17.339*
19.052*
13.316*
-

Canadian Equity (Leon Frazer)2
655
13.2822
3.326
21.126
14.913
15.115*
11.142*
13.783*

Canadian Equity Index1
705
16.1666
5.347
20.088
15.934
16.166
6.521*
8.028*

Select Canadian1
740
22.0441
5.321
19.257
14.985
17.694
9.816
-

Canadian Equity Value1
600
36.8724
4.773
19.278
14.106
16.479
8.868
8.656

Canadian Equity (Dynamic)1
715
15.4327
17.066
26.447
36.687
33.118
15.282*
-

Canadian Equity (Bissett)1
810
17.7572
0.875
18.525
8.177
14.507
7.050
10.278*

Fidelity True North®1
780
20.6727
3.746
22.389
15.077
17.245
7.508
-

Canadian Equity Growth1
725
16.9473
6.970
22.419
20.095
18.462
-
-

Fidelity Canadian Growth Company1
790
18.6342
0.011
12.472
11.297
16.224
6.856
10.911*

U.S. & International Equity Funds


Global Equity (Templeton)1
735
11.7542
3.588
3.571
5.876
10.128
-0.140*
-

Global Equity (New Star)2
835
10.5175
1.628
0.724*
-0.202*
6.519*
-1.693*
3.866*

Fidelity NorthStar®2
815
10.5086
-0.883
7.765*
5.421*
12.834*
-
-

Boomernomics®1
745
9.8600
-1.837
1.636
3.527
5.756
-3.756*
-

International Equity Index1
850
8.1713
3.970
6.651
10.968
12.297
0.254
0.951*

International Equity (Templeton)1
690
15.0637
4.567
4.868
7.905
13.917
-0.349
3.116

International Equity (McLean
Budden)1
755
11.0011
4.368
5.749
9.745
9.700
-1.805*
-

Fidelity European Equity1
800
8.5566
10.530
10.691
17.498
15.171
0.271
4.686*

European Equity (Rothschild)2
845
10.4655
0.176
-0.301*
4.014*
10.289*
3.864*
-

U.S. Equity Index1
730
8.8623
-1.313
-1.533
-3.899
1.348
-6.441
2.666*

U.S. Equity (McLean
Budden)2
825
10.4615
-0.854
-0.415*
-2.464*
2.750*
-2.938*
6.242*

U.S. Equity
(Legg mason)1
765
8.9019
-11.761
0.464
-8.649
0.305
-6.013*
8.759*

Specialty Funds


Asian Pacific (ABN AMRO)2
500
3.5587
0.107
11.803
10.866
11.956
2.090
-3.409*

Emerging Markets (Templeton)2
630
12.3056
3.672
18.315
13.234
19.905
9.863
2.088*

Global Financial Services (CI)1
775
11.0873
0.336
7.973
13.393
10.610
-0.563*
9.701*

Global Health Care (Talvest)1
785
12.3991
2.447
8.825
0.696
6.807
1.211*
-

Real Estate Income1
565
15.9725
6.680
19.457
16.725
-
-
-

Global Technology (ABN AMRO)1
795
6.0809
-12.227
-2.630
-5.848
-4.238
-
-

U.S. DAQ Index1
860
3.5715
-12.994
-4.214
-6.328
0.154
-11.117
2.850*

Funds not Offered to New Contract Subscribers


Mortgages2
620
17.7132
0.080
1.194
-1.583
1.312
2.881
3.746

Bissett Bonds2
820
13.1344
-1.323
3.532
-3.170
2.135
4.453
5.004*

Dividends1
710
27.4960
6.888
25.161
20.596
20.547
14.401
-

Multi-Management Diversified Opportunity1
560
10.8805
1.523
12.003
5.777
10.203
3.435
6.907*

Multi-Management Diversified Aggressive1
570
10.5864
2.128
13.503
7.608
11.690
3.370
7.151*

Canadian Equity Index
(Small Cap.)2
720
16.0681
4.841
7.680
14.143
14.059
6.619
7.425*

Multi-Strategy3
870
10.6285
0.057
1.428
0.929
1.521
4.083*
10.551*

Unit Value: The unit value on the date shown. The unit values are presented net of management fees and are calculated daily.

Variation (%) Year to Date: The fund's non-annualized performance, net of management fees, since the beginning of the current year.

Net Return as at December 31: The return obtained by the fund as at December 31, after deduction of management and administration fees.

Net Returns – 1, 3, 5, and 10 Years: Annual compound returns for the period ending on the date indicated.

The unit values and returns will fluctuate, and past or simulated returns are not a guarantee of future returns on the funds. Important information is provided in the Ecoflex investment fund information folder. We recommend that you read this information carefully before investing. You may obtain a copy of the folder from your representative.

 

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