Pooled Fund Survey - RBC I&TS · Pooled Fund Survey The Pooled Fund Survey is produced by RBC Investor & Treasury Services’ Risk and Investment Analytics group and represents contributions

2016

Q4Pooled Fund Survey

Table of Contents

01 INTRODUCTION

02 SUMMARY OF MANDATE MEDIANS AND INDEX RETURNS

04 BALANCED

07 CANADIAN EQUITY

11 CANADIAN EQUITY (CORE)

13 CANADIAN EQUITY (GROWTH)

14 CANADIAN EQUITY (VALUE)

15 CANADIAN EQUITY (INCOME)

16 CANADIAN EQUITY (GARP)

17 CANADIAN EQUITY (QUANTITATIVE)

18 DIVERSIFIED CANADIAN EQUITY

19 CANADIAN SMALL CAP

21 GLOBAL EQUITY

24 US EQUITY

27 US LARGE CAP EQUITY

29 US LARGE/MID CAP EQUITY

30 US SMALL CAP EQUITY

31 NORTH AMERICAN EQUITY

32 NON NORTH AMERICAN EQUITY

35 EMERGING MARKETS

37 CANADIAN BONDS

40 GLOBAL BONDS

41 CORPORATE BONDS

42 HIGH YIELD BONDS

43 LONG DURATION BONDS

45 REAL RETURN BONDS

46 SHORT TERM BONDS

47 MONEY MARKET

49 REAL ESTATE

50 MORTGAGE

51 TARGET DATE 2020

52 TARGET DATE 2025

53 TARGET DATE 2030

54 TARGET DATE 2035

55 TARGET DATE 2040

56 TARGET DATE 2045

57 TARGET DATE 2050

58 TARGET DATE 2055

Pooled Fund Survey

The Pooled Fund Survey is produced by RBC Investor & Treasury Services’ Risk and Investment Analytics group and represents contributions from over 90 asset managers, covering over 700 unique funds. Data contained within the survey is reported on the following basis:

§ all returns are shown gross of management fees and in Canadian dollars

§ rates of return (ROR) are annualised for periods of more than one year

§ percentile rankings (PR) and median values are calculated based only on the data submitted for this quarter's report

§ if no fund data is submitted for specific mandates, those mandates may not be included in this quarterly report

§ data received after the submission deadline may not be included in this quarterly report

§ pooled fund performance data re-statements submitted after the release of the quarterly survey will be reflected in the following

quarter's report

With over 30 years experience, Risk and Investment Analytics is a leading provider of pension plan universes with a database of over 3,000 managed portfolios – the standard by which Canadian institutional investors measure and assess performance.

Risk and Investment Analytics combines best-in-class applications, sophisticated data management processes and highly trained staff to offer clients a full range of analytical solutions. Our services help clients effectively manage investment decisions by providing:

§ greater insight into a portfolio's performance and risk profile§ enhanced investment governance with an objective, third-party perspective§ operational efficiencies resulting from the scale and strength of RBC Investor & Treasury Services’ capabilities

About RBC Investor & Treasury Services

RBC Investor & Treasury Services (RBC I&TS) is a specialist provider of asset services, custody, payments and treasury services for financial and other institutional investors worldwide. We serve clients from 19 countries across North America, Europe, Asia and Australia, delivering services to safeguard client assets and maximize liquidity. As a strong, stable partner, focused on meeting our clients' evolving needs, RBC I&TS has an unwavering commitment to managing operational risk in our business and the highest credit ratings among our peers(1). Rated by our clients as the #1 global custodian for six consecutive years(2), RBC I&TS is trusted with nearly CAD 3.9 trillion in client assets under administration as at October 31, 2016(3).

(1) Determined by Standard & Poor’s and Moody’s credit ratings as at August 18, 2016(2) Global Custody Survey, Global Investor ISF, 2011 to 2016(3) RBC quarterly results released November 30, 2016

RBC INVESTOR & TREASURY SERVICES | POOLED FUND SURVEY | PER IOD ENDING DECEMBER 31, 2016 PAGE 1 OF 58

Period ending December 31, 2016

Medians and indices

1 quarter

ROR - %

1 year 2 years 3 years 4 years 5 years 10 years

ROR - % ROR - % ROR - % ROR - % ROR - % ROR - %

1.19 7.28 6.43 7.90 9.71 9.71 5.91Balanced Median

4.78 19.75 6.65 8.02 11.00 10.57 5.78Canadian Equity Median

4.54 21.08 5.36 7.06 8.52 8.25 4.72S&P/TSX Composite Index

5.03 17.82 6.53 7.82 10.00 10.04 5.43Canadian Equity (Core) Median

3.56 15.70 6.36 8.35 11.20 10.48 5.64Canadian Equity (Growth) Median

7.71 23.48 6.59 7.33 10.60 11.01 6.21Canadian Equity (Value) Median

5.87 22.15 6.67 8.57 11.13 10.95 7.09Canadian Equity (Income) Median

5.33 19.98 7.08 8.92 11.70 11.68 5.93Canadian Equity (GARP) Median

2.98 18.60 7.06 10.83 11.79 11.67 9.08Canadian Equity (Quantitative) Median

5.16 16.11 7.16 9.33 12.32 11.75 5.24Diversified Canadian Equity Median

2.46 22.34 8.22 6.89 11.28 11.39 6.82Canadian Small Cap Median

3.03 35.39 8.06 5.27 5.89 5.19 3.86BMO Weighted Blended SmCap Index

2.66 3.68 10.93 11.88 17.33 17.06 5.66Global Equity Median

5.94 7.81 13.55 15.88 22.39 20.32 8.22US Equity Median

5.94 8.09 14.64 17.66 23.16 21.15 8.47S&P 500 (CAD)

5.80 8.04 13.84 17.40 22.74 20.61 8.13US Large Cap Median

5.41 5.24 12.48 15.97 22.54 20.32 7.78US Large/Mid Cap Median

8.51 14.29 13.12 14.41 21.42 19.86 9.56US Small Cap Median

11.05 17.11 15.87 15.36 22.80 20.94 8.60Russell 2000 (CAD)

6.49 11.63 10.05 11.59 16.00 15.17 8.14North American Equity Median

0.26 -1.86 8.50 6.93 12.39 13.03 3.24Non North American Equity Median

-2.41 7.50 6.65 7.15 6.13 8.08 4.18Emerging Markets Median

-3.24 2.28 2.80 4.67 3.32 3.63 5.00Canadian Bond Median

-3.44 1.66 2.59 4.61 3.13 3.22 4.78FTSE TMX Cda Universe

-3.33 2.89 5.10 7.92 5.46 6.51 6.14Global Bond Median

-6.66 -1.91 6.50 7.16 5.96 4.62 4.46Citigroup WGBI (CAD)

-1.59 4.20 3.58 5.12 4.20 4.74 5.95Corporate Bond Median

-1.82 3.73 3.22 4.65 3.69 4.19 5.40FTSE TMX Canada All Corporate Bond

2.78 13.17 6.15 6.01 5.87 7.05 6.85High Yield Bond Median

3.66 16.93 6.06 4.86 5.00 6.88 6.71FTSE TMX Canada High Yield Bond

-7.51 2.68 3.25 7.70 4.06 4.30 6.25Long Duration Bond Median

Summary of Mandate Medians and Index Returns


Summary of Mandate Medians and Index Returns

Period ending December 31, 2016

Medians and indices

1 quarter

ROR - %

1 year 2 years 3 years 4 years 5 years 10 years

ROR - % ROR - % ROR - % ROR - % ROR - % ROR - %

-7.54 2.47 3.13 7.71 4.06 4.29 6.27FTSE TMX Canada Long Term Overall Bond

-4.57 2.85 2.81 6.15 0.97 1.36 5.05Real Return Bond Median

-4.58 2.86 2.83 6.17 0.99 1.36 5.09FTSE TMX Canada Real Return Bond Overall Index

-0.28 1.73 2.19 2.71 2.47 2.52 3.83Short Term Bonds Median

-0.50 1.01 1.81 2.22 2.10 2.08 3.56FTSE TMX Canada Short Term Overall Bond

0.18 0.71 0.77 0.91 0.98 1.01 1.60Money Market Median

0.14 0.51 0.57 0.68 0.77 0.81 1.39FTSE TMX Canada 91 Day T-Bill

2.48 6.56 6.04 6.27 7.06 9.23 8.46Real Estate Median

-0.31 1.50 1.55 1.53 1.45 1.33 1.61Consumer Price Index CAD

-0.81 2.41 3.02 4.09 4.04 3.97 4.92Mortgages Median

0.84 3.42 3.50 3.97 3.76 3.99 5.42FTSE TMX Canada Mortgage

-0.04 5.27 5.59 6.79 8.28 8.38 5.25Target Date 2020 Median

0.19 6.22 6.38 7.75 9.23 9.36 5.33Target Date 2025 Median




1.91 7.30 8.44 9.14 12.38 12.13Target Date 2045 Median


2.39 9.88 8.83 8.87 12.16Target Date 2055 Median


Period ending December 31, 2016 Four year periods ending December 31

Balanced

Fund nameInceptiondate

1 quarter

ROR-% PR

1 year 2 years 3 years 5 years 10 years 2016 2015 2014 2013

ROR-% PR ROR-% PR ROR-% PR ROR-% PR ROR-% PR ROR-% PR ROR-% PR ROR-% PR ROR-% PR

Jun-14 -0.43 3.67 6.62 41Addenda Balanced Pooled Fund 9792

Mar-93 2.84 13.38 2.72 100 4.33 99 4.41 99 3.41 5.0499 99 2.28 99 2.48 99 3.76 100AGF Pooled Canadian Balanced Fund 828

Mar-93 3.68 19.28 3.92 97 3.90 100 4.10 100 2.85 4.27100 100 0.62 100 1.92 100 4.56 97AGF Pooled High Income Fund 213

Jan-91 2.77 9.78 7.10 29 7.85 51 10.41 26 6.57 10.2121 36 10.57 41 9.50 26 9.57 24Beutel Goodman Balanced Fund 2631

Jul-93 1.97 9.29 7.78 13 9.53 10 10.82 18 6.63 11.3719 15 11.21 22 9.92 15 8.57 46BMO AM Balanced Fund 2937

Feb-95 2.76 8.90 4.82 90 6.72 79 9.83 48 5.72 9.5454 60 10.06 51 8.77 40 9.10 34BonaVista Balanced Fund 3032

Jul-95 4.35 11.35 5.91 74 8.04 46 10.69 21 6.21 10.8027 21 10.53 43 9.71 18 9.51 26BonaVista Private Balanced Fund 189

Oct-02 2.11 10.17 8.71 4 9.81 4 11.91 10 7.32 11.898 11 12.35 10 11.52 5 11.10 8Burgundy Balanced Foundation Fund 2436

Oct-02 2.81 13.00 9.10 2 9.64 7 11.41 13 7.43 11.696 13 11.01 28 10.86 7 11.01 9Burgundy Balanced Pension Fund 1029

Dec-96 1.19 5.70 6.86 35 8.36 27 10.64 23 6.59 10.2220 36 11.91 14 10.47 11 10.26 14CGOV Balanced Fund 7750

Jun-97 3.53 8.24 4.76 94 7.47 59 9.26 66 6.99 9.2013 68 9.52 66 8.87 39 8.87 41CI Signature Canadian Balanced Fund 3815

Feb-11 0.90 7.07 5.08 86 7.05 71 9.91 46 8.51 78 10.63 37CI Signature Diversified Yield II Fund 5558

Feb-07 4.43 4.23 8.65 4 10.40 2 12.85 2 12.56 4 15.11 2 11.07 6 10.45 12CI Signature Global Income & Growth Fund 926

Nov-00 4.16 10.34 5.41 79 7.52 58 10.22 30 7.17 9.749 48 10.19 49 9.80 17 10.07 16CI Signature Income & Growth Fund 2311

Mar-88 1.06 8.74 6.15 60 6.93 76 8.47 80 5.61 8.4564 79 8.41 78 8.20 54 8.62 45CIBC Balanced Pool 3254

Dec-05 3.90 10.60 7.92 10 9.80 4 11.83 11 7.49 12.455 6 12.14 12 11.86 5 10.25 14Coleford Balance Composite 2212

Dec-85 0.76 7.83 5.93 72 7.29 67 10.00 38 6.13 10.0938 43 10.55 42 9.13 35 9.60 24Connor, Clark & Lunn Genesis Fund 4164

Jul-99 0.73 7.81 5.97 70 7.31 65 10.06 37 6.18 10.1431 40 10.63 38 9.12 36 9.58 24Connor, Clark & Lunn Group Balanced Plus Fund II 4267

Mar-08 -0.23 5.43 6.53 46 8.65 22 9.92 45 10.07 44 11.07 26 9.18 34 8.90 40Fidelity Strategic Balanced Institutional Trust 8188

Mar-11 0.09 5.72 5.36 81 6.92 76 9.68 53 9.37 66 10.69 34Fidelity Tactical Asset Allocation Institutional Trust 7682

Mar-73 0.26 7.04 6.02 67 7.63 56 9.33 64 5.99 9.3545 66 9.91 56 9.39 31 9.24 32Fiera Capital Balanced Fund 5679

Aug-84 0.05 6.84 6.56 44 8.45 24 9.98 41 5.58 10.2167 36 10.78 33 9.69 20 8.94 36Fiera Sceptre Balanced Core Fund 6184

Mar-93 3.13 10.91 5.56 77 6.51 86 9.32 64 5.89 9.4751 63 8.92 75 9.50 26 10.03 20Foyston Gordon & Payne Balanced Fund 2022

Jun-09 5.78 19.24 8.47 6 8.09 42 7.54 88 7.68 85 4.80 97 7.66 68 9.40 28Foyston Gordon & Payne Income Fund 22

Jul-91 3.43 13.90 6.07 63 6.57 84 10.11 35 6.18 9.5630 57 9.18 71 9.80 17 11.16 7Franklin Bissett Canadian Balanced Fund 616

May-88 6.01 21.02 7.01 32 6.94 74 9.71 51 6.87 9.6316 55 7.05 89 10.63 9 12.55 2Franklin Bissett Dividend Income Fund 11

Aug-02 1.46 4.60 6.11 61 7.34 62 9.61 56 5.64 9.7960 47 10.90 31 8.24 52 8.82 42Franklin Quotential Balanced Growth Portfolio 8643

Nov-96 2.75 9.56 7.06 30 7.99 48 10.77 19 6.87 10.7016 24 11.07 26 10.14 14 11.24 6Franklin Templeton Institutional Balanced Trust 2832

Feb-06 1.25 7.71 6.23 56 7.96 49 8.95 72 5.27 9.2485 68 9.27 69 7.54 71 7.09 80GEM Balanced Pool 4448

Apr-15 1.37 4.90Greystone Alternative Balanced Fund 8446

Jan-92 1.05 4.42 6.64 41 8.17 36 9.64 55 5.28 10.0384 44 10.98 29 7.49 73 7.54 70Greystone Balanced Fund 8854

Apr-05 3.44 8.44 6.55 45 7.26 68 9.46 60 5.32 9.6781 53 9.72 63 6.31 90 6.66 84Gryphon Balanced Fund 3616

Sep-95 1.81 7.17 6.39 52 8.16 37 8.85 74 5.15 8.9490 72 9.27 68 6.62 88 6.14 92Guardian Balanced Fund 5240



Balanced


1 quarter

ROR-% PR



Oct-12 0.63 7.41 5.35 81 6.65 81 7.64 86Guardian Balanced Income Fund 4771

Jan-85 0.92 6.55 6.05 65 7.34 63 9.20 68 5.86 9.5452 60 9.87 58 8.59 46 9.29 31GWL Canadian Diversified Investment Fund 1 6657

Apr-98 1.40 6.91 6.47 48 8.30 30 10.27 28 5.72 10.9654 19 11.12 25 9.70 20 9.88 21GWL Canadian Equity/Bond Fund 1 5844

Nov-84 0.58 8.73 4.70 95 6.55 84 5.94 97 5.93 6.1448 97 5.26 95 7.09 83 6.28 90GWL Income Investment Fund 1 3273

Oct-98 1.75 6.72 7.28 25 8.26 33 9.57 58 5.62 10.5263 29 10.30 46 8.38 50 8.35 49Highstreet Balanced Fund 6440

Feb-10 1.19 5.85 5.24 83 5.99 93 6.73 95 7.21 92 6.95 90 6.12 92Highstreet Conservative Balanced Fund 7550

Dec-01 2.95 10.97 7.22 26 8.94 17 10.33 27 5.94 10.6948 24 10.17 50 8.73 42 7.94 59HSBC Canadian Balanced Fund (Institutional Series) 2024

Aug-05 1.15 7.26 11.88 1 12.34 1 16.11 1 10.65 15.831 1 18.44 1 17.42 1 15.97 1HughesLittle Balanced Fund 5052

Jan-87 -0.40 6.89 6.43 50 8.01 47 9.18 69 6.20 9.7028 51 9.77 62 8.02 59 7.63 68Industrial Alliance Diversified Fund 6092

Dec-98 0.31 7.44 6.03 66 8.25 34 9.92 45 6.17 10.4933 30 10.55 42 8.19 54 7.68 66Industrial Alliance Diversified Opportunity Fund 4678

Dec-98 0.31 5.63 5.91 74 7.69 54 7.30 91 6.15 7.7736 84 7.72 84 7.06 84 6.23 90Industrial Alliance Diversified Security Fund 7878

Jan-88 0.74 7.13 6.86 35 8.30 30 9.27 66 4.69 9.5496 58 9.81 60 7.17 81 6.66 84Integra Balanced Fund 5366

Jun-87 0.81 7.29 6.94 33 8.47 24 9.40 61 4.68 9.6996 52 9.94 54 7.22 80 6.78 83Integra Diversified Fund 4961

Jun-92 0.33 6.16 6.82 36 8.13 40 10.23 30 6.17 10.6133 26 11.27 21 8.60 45 8.65 44Invesco (Growth) 6876

Oct-99 0.62 3.58 6.58 43 7.18 69 12.06 8 5.66 11.9358 10 14.29 6 12.81 2 13.48 1Invesco (Trimark Global Balanced) 9772

Sep-87 4.35 13.01 8.19 8 8.87 20 12.04 8 6.06 12.2340 8 11.80 16 10.48 11 10.04 18Invesco (Trimark Income Growth) 109

Jul-00 0.77 7.85 2.80 100 5.91 96 8.11 84 5.63 7.0962 94 8.17 80 3.60 97 4.86 96J Zechner Associates Inc Balanced Fund 4062

Apr-97 2.29 6.90 7.56 18 8.96 16 11.16 14 6.44 11.2824 16 12.26 11 10.60 9 9.42 28Jarislowsky Fraser Balanced Fund 5935

Dec-03 3.37 4.92 5.07 86 5.67 97 8.90 72 6.97 8.6114 76 9.92 55 9.12 36 10.68 11Jones Collombin Balanced Fund 8420

Nov-09 6.31 12.88 4.96 88 5.96 94 7.52 88 7.31 90 6.22 92 8.42 49 9.16 33Kingwest High Income Portfolio 121

Jan-01 4.42 13.47 7.50 22 8.25 33 10.62 24 6.05 10.6942 24 9.92 56 9.60 23 10.03 20Leith Wheeler Diversified Pooled Fund 86

Dec-10 3.18 13.77 6.24 56 6.43 88 7.81 86 7.28 91 6.37 92 7.85 62Leith Wheeler Income Pooled Fund 622

Jul-05 5.81 11.89 8.26 8 8.32 29 12.64 4 6.43 12.6024 4 12.83 9 10.63 9 10.38 13Letko Brosseau RSP Balanced Fund 142

Sep-00 3.40 9.99 7.43 23 7.33 64 9.69 52 5.57 9.4467 64 9.62 65 7.35 77 7.71 64Lincluden Balanced Fund - Series O 2519

Feb-07 2.69 11.37 6.08 63 6.92 76 8.23 84 8.06 83 7.46 86 7.91 60 8.04 56Lincluden Income Plus Pooled Fund 1633

Jul-81 1.85 6.61 6.01 68 7.36 61 8.61 78 5.18 8.7889 74 9.12 72 7.43 75 7.01 81London Life Diversified Fund (LC) 6539

Feb-99 -0.99 4.31 7.86 12 9.63 7 12.41 6 7.87 12.462 6 14.53 3 12.44 3 11.78 4Mawer Balanced Pooled Fund 9096

Jul-13 -1.99 0.52 7.90 10 9.57 9Mawer Global Balanced Fund 100100

Jan-88 -0.89 4.25 7.64 16 9.47 11 12.34 6 7.68 12.283 8 14.46 4 12.31 4 11.79 4Mawer Tax Effective Balanced Fund 9294

Mar-99 0.90 6.03 6.43 50 8.15 38 9.93 44 5.49 10.1373 41 10.93 31 8.24 52 7.39 76MFS Balanced Fund 7258

Sep-91 -0.27 6.04 6.39 52 8.41 26 10.17 33 5.22 10.1488 40 11.22 22 7.30 78 6.43 88MFS Balanced Growth Fund 7089

Aug-01 0.94 7.32 7.57 18 9.28 13 11.14 15 5.95 11.5547 14 12.11 12 9.49 28 8.19 52MFS Balanced Value Fund 4956

Jul-05 -1.14 3.28 4.82 90 6.39 88 7.10 93 4.94 7.1592 94 8.08 81 6.67 88 6.06 92MFS LifePlan Retiree Fund 9898



Balanced


1 quarter

ROR-% PR



Aug-00 0.65 5.56 5.94 71 8.12 40 10.16 34 5.35 10.2680 34 11.34 20 8.57 47 7.54 70MFS Responsible Balanced Fund 7970

Sep-95 -0.12 7.08 4.77 93 6.15 90 8.45 81 4.72 8.4394 80 8.80 76 7.44 75 7.87 61Montrusco Bolton Balanced Fund 5586

Sep-88 0.76 8.49 7.10 28 8.90 20 9.96 42 5.51 10.2971 33 10.34 46 8.09 57 7.35 78PH&N Balanced Pension Trust 3664

Sep-02 0.76 8.37 7.54 19 9.06 15 10.19 32 5.50 10.5572 28 10.65 36 8.21 53 7.35 78PH&N Community Values Balanced Fund 3764

Dec-96 2.94 11.75 4.63 96 6.07 91 8.81 74 7.07 8.7011 75 8.09 81 9.45 29 10.26 14QV Investors Canadian Balanced Fund 1425

Feb-92 3.40 11.34 7.63 16 7.80 52 9.72 50 5.64 9.7559 48 9.32 68 7.58 70 8.20 52Scheer Rowlett Balanced Fund 1818

Jul-97 2.85 8.74 7.23 26 9.18 14 11.04 16 6.06 11.1241 17 11.62 17 9.64 22 8.06 56SEAMARK Balanced Pooled Fund 3227

Jun-13 0.08 6.01 5.62 76 7.04 71 8.42 82 5.37 8.4378 80 9.03 74 7.83 62 8.03 56SEI Balanced 50/50 Fund 7382

May-01 0.71 6.14 6.30 55 7.59 57 9.37 62 5.38 9.5176 61 10.20 48 8.11 57 8.37 48SEI Balanced 60/40 Fund 6868

Jun-03 4.49 15.40 6.73 38 6.95 74 7.41 90 5.38 7.6477 86 5.50 94 6.21 92 7.46 73Sionna Balanced Pooled Fund 46

Jun-05 1.40 4.33 5.44 78 6.66 81 8.69 77 5.55 9.0069 71 9.80 60 7.82 64 8.18 52SL Diversified Fund (SLI) 9044

Dec-09 -0.97 4.54 4.80 91 5.89 96 6.22 96 6.18 97 6.64 91 6.14 92 6.14 92Sun Life Financial Granite Retirement Seg Fund 8696

Feb-09 0.05 6.04 7.52 21 8.92 19 10.66 22 10.91 20 11.85 15 9.35 32 8.83 42Sun Life Granite Balanced Segregated Fund 7084

Feb-09 -1.07 4.15 5.15 84 6.50 86 7.20 92 7.29 90 7.98 82 7.09 82 6.63 85Sun Life Granite Conservative Segregated Fund 9498

Feb-09 0.43 6.74 8.69 4 10.31 2 12.71 3 13.07 2 14.25 6 10.40 12 9.46 27Sun Life Granite Growth Segregated Fund 6375

Feb-09 -0.37 5.44 6.74 38 8.05 45 9.57 58 9.71 50 10.62 38 8.64 44 8.16 53Sun Life Granite Moderate Segregated Fund 8191

Apr-92 1.39 7.69 6.14 60 7.67 54 8.75 76 5.26 9.0986 70 9.01 74 7.69 66 7.48 72TD Emerald Balanced Fund Passive 4445

Dec-90 -0.09 4.05 6.40 52 8.09 42 10.00 38 6.15 10.4236 31 11.54 18 8.76 41 8.64 44Toron AMI Balanced Portfolio Fund 9586

Fund Count 84 84 83 82 80 66 81 83 79 76

Average Return 1.68 8.18 6.47 7.79 9.64 5.97 9.70 9.91 8.44 8.46

5th Percentile 4.90 14.35 8.58 9.73 12.48 7.50 12.50 14.33 11.64 11.49

1st Quartile 2.92 10.03 7.28 8.43 10.49 6.34 10.66 11.11 9.53 9.56

Median 1.19 7.28 6.43 7.90 9.71 5.91 9.71 10.17 8.38 8.27

3rd Quartile 0.42 5.83 5.75 6.93 8.79 5.43 8.69 8.95 7.43 7.42

95th Percentile -0.94 3.97 4.70 5.92 6.65 4.70 6.75 5.29 5.22 5.16



Canadian Equity


1 quarter

ROR-% PR



Oct-06 2.97 17.04 8.24 17 9.12 26 10.38 54 4.78 11.0184 50 8.77 38 5.91 68 6.83 77Addenda Canadian Equity Pooled Fund 7686

Sep-03 6.05 20.11 10.42 4 11.22 6 14.85 2 8.91 15.414 2 13.57 3 14.08 2 14.02 4Beutel Goodman Canadian Dividend Fund 4827

Jan-91 6.15 20.18 7.46 28 8.89 32 12.82 8 7.79 12.9510 12 11.05 6 10.63 10 11.91 15Beutel Goodman Canadian Equity Fund 4726

Sep-97 5.17 19.02 4.99 92 6.00 87 7.90 95 5.54 7.9158 94 5.28 86 5.56 71 8.00 53BlackRock Active Canadian Equity Fund 5642

Oct-11 6.47 21.41 6.53 54 6.95 78 9.54 70 9.03 79 6.76 69BlackRock Canada Alpha Advantage 3423

Jul-93 4.54 21.09 5.38 83 7.08 71 8.27 88 4.82 8.5483 86 5.28 86 5.16 74 6.79 80BlackRock Canadian Equity Index Class A 3658

Jul-10 4.76 18.84 6.56 53 8.62 38 9.62 68 9.95 67 7.43 58 6.40 58BMO AM Canadian Core Alpha Fund 5852

Aug-92 3.90 17.69 8.06 21 8.92 31 10.62 48 11.30 41 8.92 37 7.26 46 7.67 60BMO AM Canadian Equity Fund 6869

Jun-11 2.51 19.28 6.76 48 11.39 4 11.72 24 12.04 22 9.90 20BMO Asset Management Canadian Smart Alpha Equity Fund 5491

Feb-95 8.66 22.92 6.32 60 7.70 56 12.33 11 6.21 11.7840 33 9.83 21 8.79 24 10.23 26BonaVista Canadian Equity Fund 267

Mar-12 8.39 28.66 5.76 74 7.12 68 10.52 59Burgundy Canadian Large Cap Equity Fund 69

May-99 9.77 31.11 6.75 48 6.97 76 11.21 38 7.57 10.6714 57 6.72 70 10.71 9 13.58 6Burgundy Focus Canadian Equity Fund 24

Dec-12 4.58 20.78 9.20 8 10.95 7 13.35 10CC&L Equity Income & Growth Fund 4256

Nov-04 -0.79 6.03 20.07 1 17.42 1 17.79 1 12.04 22.111 1 20.93 1 14.58 1 14.60 2CC&L Q Market Neutral Fund 10097

Jul-07 7.99 29.40 6.37 58 7.10 70 10.05 58 9.75 72 5.68 82 8.79 24 10.26 26CGOV Canadian Equity Fund 510

Dec-11 2.58 17.34 8.32 16 10.84 8 16.00 1 16.14 2 15.67 2CI Cambridge All Canadian Equity Fund 7290

Oct-96 4.49 12.37 6.39 57 8.78 36 11.15 39 6.87 10.9326 52 10.85 6 10.91 8 10.38 22CI Signature Dividend Fund 9862

Jul-99 2.83 17.53 5.47 80 6.04 86 8.23 91 4.99 7.7176 95 6.02 79 6.01 67 7.70 60CIBC Canadian Equity All Cap Value Pool 7087

Dec-11 7.42 26.67 6.37 58 5.09 94 7.93 95 7.64 95 3.70 94CIBC Canadian Equity Large Cap Dividend Value Pool 1216

Jul-97 4.53 20.91 5.30 88 7.00 75 8.21 92 4.74 8.4690 90 5.25 89 5.14 76 6.76 81CIBC Canadian Equity S&P/TSX Index Pool 4160

Nov-91 3.93 20.12 7.13 37 9.47 18 12.38 10 7.11 12.6521 14 10.52 10 8.41 28 8.99 42Connor, Clark & Lunn Canadian Equity Fund (Pool) 4868

Dec-01 2.78 19.11 6.07 65 7.45 62 10.40 53 6.27 10.5637 58 8.32 46 7.55 40 10.09 30Connor, Clark & Lunn Canadian Q Core Fund (Pool) 5588

Dec-00 1.86 17.36 5.84 72 7.72 56 11.27 37 6.87 11.9026 27 9.79 22 9.41 16 12.05 14Connor, Clark & Lunn Canadian Q Growth Fund (Pool) 7294

Dec-91 3.35 19.60 6.59 52 8.44 42 11.41 30 6.76 11.6127 37 9.46 27 7.98 34 9.64 36Connor, Clark & Lunn Group Canadian Equity Fund 5281

Oct-14 7.61 24.20 6.53 54Dixon Mitchell Canadian Equity Fund 1815

Jul-02 3.64 16.74 7.52 27 9.61 17 10.70 46 6.59 11.8030 32 9.24 30 7.11 48 8.04 53Fidelity Canadian Core Equity Institutional Trust 7875

Mar-11 2.36 15.57 8.70 12 9.89 14 13.43 4 14.36 6 12.90 3Fidelity Canadian Focused Equity Institutional Trust 8892

Jul-12 1.39 15.16 5.92 70 10.49 11 12.96 12Fidelity Canadian Low Volatility Institutional Trust 9295

Oct-02 2.99 15.74 8.16 18 9.88 15 11.39 31 7.94 12.318 17 10.33 13 8.01 34 9.62 36Fidelity Canadian Systematic Equity Institutional Trust 8686

Nov-97 3.10 15.60 5.95 69 8.02 50 9.66 67 5.32 10.0063 65 8.23 47 6.15 62 7.38 64Fiera Capital Canadian Equity - Core Fund 8884

Jan-94 10.84 27.17 7.04 40 6.95 78 12.03 18 6.41 11.7034 35 8.54 40 7.94 35 9.92 32Fiera Capital Canadian Equity - Selexia Fund 111

Dec-88 0.76 14.43 7.83 25 9.08 27 12.15 14 7.76 14.8111 4 11.58 5 9.20 18 14.49 2Fiera Capital Canadian Equity - Small Cap Core Fund 9496

Feb-04 10.67 27.94 7.16 36 6.94 78 12.04 18 6.47 11.7132 35 8.39 44 7.96 34 10.05 30Fiera Capital Canadian Equity ESG - Selexia Fund 81



Canadian Equity


1 quarter

ROR-% PR



May-08 3.42 17.52 6.65 50 9.06 28 9.76 63 10.98 50 7.90 52 4.52 84 5.36 96Fiera Capital Canadian Equity Growth Fund 7080

Oct-09 5.69 26.94 6.03 66 5.27 93 9.63 68 9.55 75 5.68 82Fiera Capital High Income Equity 1131

Jan-93 10.30 27.71 7.37 32 7.50 60 11.54 27 6.50 11.2532 43 7.83 54 8.98 21 11.16 18Foyston, Gordon and Payne Canadian Equity 92

Mar-83 5.40 23.89 7.35 34 8.86 33 13.21 5 7.92 12.338 16 10.69 8 11.41 4 13.60 6Franklin Bissett Canadian Equity Fund 2036

Sep-12 4.63 21.33 5.56 77 8.94 30 13.93 9Galibier Canadian Equity Pool 3454

Feb-06 4.76 18.03 7.04 40 8.08 48 9.92 60 5.22 10.0468 64 7.97 51 6.62 54 7.44 63GEM Canadian Equity Pool 6451

Mar-96 3.40 11.79 2.51 99 5.51 91 8.58 86 3.23 8.83100 82 7.79 55 5.03 79 6.39 90Greystone Canadian Equity Fund 9880

Dec-97 3.10 14.59 2.54 99 4.41 98 7.19 98 5.65 7.0553 99 5.42 84 7.82 37 10.96 19Greystone Canadian Equity Income & Growth Fund 9484

Sep-07 8.60 23.33 6.16 63 7.39 64 10.55 50 10.85 54 7.57 57 4.47 85 5.51 95Gryphon Canadian Equity Fund 258

Mar-69 4.75 18.20 6.96 44 8.77 36 10.93 43 5.93 10.7947 55 9.19 32 7.54 42 7.82 56Guardian Canadian Equity Fund 6252

Jul-86 4.54 20.31 5.49 79 6.80 81 9.32 75 5.95 10.2247 62 6.73 70 6.07 65 8.71 48Guardian Canadian Growth Fund 4558

Aug-03 3.52 21.90 5.80 72 5.76 89 8.70 84 9.00 8.374 92 5.63 82 11.18 6 15.49 1Guardian Equity Income Fund 3077

Sep-12 4.02 18.54 5.03 92 5.45 92 7.97 94Guardian Growth & Income Fund 6066

Jan-70 3.68 15.70 6.85 46 8.76 36 10.61 48 5.59 12.2156 20 9.37 28 8.18 31 10.30 24GWL Canadian Equity Fund 2 8674


Feb-64 4.53 21.01 5.35 85 7.03 73 8.19 92 4.88 8.4778 90 5.20 90 5.07 78 6.71 84GWL Canadian Equity Index Fund 3860

Nov-97 6.96 22.40 7.39 31 9.46 19 11.92 21 7.40 11.9816 24 9.45 27 11.68 4 12.04 14GWL Dividend Fund (G) 2819

Dec-00 3.70 14.66 6.01 67 8.02 50 10.18 56 6.07 11.2045 44 9.09 34 8.28 30 10.38 22GWL Ethics Fund 9.02G 9473

Nov-97 2.60 16.33 12.99 2 9.09 27 11.64 25 6.92 14.2224 7 10.50 10 6.17 62 13.81 5GWL Mid Cap Canada Fund (G) 8190

Jul-09 5.30 17.99 7.42 30 8.23 46 11.33 35 11.33 40 9.73 24 11.52 4 12.22 12Heward Canadian Dividend Growth Fund 6440

Sep-06 -1.68 17.82 5.15 91 7.46 62 7.05 99 5.68 6.9452 100 4.52 92 4.40 87 4.49 98Hexavest Canadian Equity Fund 6698

Oct-98 4.80 21.48 9.69 6 11.64 2 12.38 10 6.15 14.2342 6 10.21 14 7.47 44 7.46 63Highstreet Canadian Equity Fund 3250

Dec-96 7.04 23.61 8.51 14 9.84 16 11.77 23 6.14 12.1842 21 8.99 36 8.81 23 8.73 47HSBC Canadian Dividend Income Pooled Fund 2218

Oct-97 6.87 23.48 8.04 22 10.06 12 11.36 33 5.60 11.8856 28 8.53 41 7.29 46 7.12 68HSBC Canadian Equity Pooled Fund 2420

Oct-01 4.61 18.12 7.10 38 8.55 40 10.59 49 7.16 10.9020 52 8.79 38 6.59 55 8.14 51Industrial Alliance Canadian Equity Growth 6355

Dec-69 4.09 14.50 6.22 62 6.08 86 8.44 87 3.82 8.6599 85 6.98 65 4.57 84 6.43 89Industrial Alliance Canadian Equity Value 9465

Dec-97 6.96 21.53 9.27 8 10.11 12 11.52 27 7.31 11.9317 26 9.15 33 9.21 18 9.88 33Industrial Alliance Dividends Fund 3219

Jan-99 4.88 20.97 7.93 24 9.42 20 10.38 54 4.26 11.0596 48 7.88 53 4.37 88 5.37 96Integra Canadian Value Growth Fund 4048

Apr-97 6.47 18.86 7.68 26 9.37 22 12.04 18 6.63 12.5529 14 10.40 12 9.41 16 8.90 45Jarislowsky Fraser Canadian Equity Fund 5823

Oct-05 7.71 18.84 9.36 7 8.86 33 11.40 31 6.21 11.7740 33 9.61 25 9.12 19 11.28 18Kingwest Canadian Equity Portfolio 5813

May-03 4.88 20.67 6.98 43 7.39 64 10.74 45 7.23 11.1319 46 8.38 44 3.06 94 9.76 35Landry Canadian Equity Fund 4248

Dec-10 9.79 31.50 10.43 4 9.24 24 13.18 6 12.49 15 9.01 35 11.78 4Leith Wheeler Canadian Dividend Fund 24

May-94 8.65 30.71 7.42 30 7.91 54 12.61 9 7.04 11.9322 26 8.49 42 10.58 10 12.62 9Leith Wheeler Canadian Equity Fund 37



Canadian Equity


1 quarter

ROR-% PR



Jan-13 7.96 24.24 9.03 9 10.00 13 13.48 10Lincluden Stable Income Equity Fund 1710

Jan-80 5.30 16.79 6.62 51 8.01 51 9.21 78 4.45 9.8694 70 7.40 59 4.86 81 5.57 93London Life Canadian Equity Fund (LC) 7840

Jun-05 6.93 22.53 6.33 60 6.82 81 9.48 71 6.34 9.5835 75 6.44 74 9.16 19 10.88 19London Life Dividend Fund (LC) 2720

Dec-10 5.62 26.46 7.05 40 4.71 97 7.43 97 7.31 97 3.13 98 2.54 97Louisbourg Canadian Equity Fund 1331

Dec-10 5.06 26.07 8.17 18 6.07 86 10.03 58 9.51 76 6.35 75 7.84 37Louisbourg Dividend Fund 1445

Oct-11 3.88 40.93 16.25 1 10.81 9 11.93 20 14.80 4 5.67 82Louisbourg Quantitative Canadian Equity Fund 169

Nov-05 7.56 28.36 7.99 23 8.21 46 11.93 20 7.35 11.2516 43 8.16 48 7.00 49 9.95 32Mackenzie Canadian All Cap Value 615

Dec-11 5.03 17.68 8.32 16 11.34 5 11.38 32 11.84 30 9.86 20Manulife AM Canadian Core Equity Pooled Fund 6846

Aug-06 3.56 15.35 6.88 45 8.71 37 10.48 51 5.41 11.9661 25 9.29 29 6.77 51 6.96 71Manulife AM Canadian Large Cap Growth Pooled 9076

Jan-98 4.58 21.03 5.37 83 7.09 70 8.25 89 4.77 8.5386 86 5.28 87 5.12 77 6.72 83Manulife AM Canadian S&P/TSX Index 3756

Feb-99 5.36 17.43 8.87 11 11.68 2 14.94 2 9.39 15.202 3 14.32 2 14.59 1 13.94 4Mawer Canadian Equity Pooled Fund 7137

Jan-94 5.31 16.23 5.69 75 8.47 42 11.02 40 5.30 11.1364 46 9.76 23 6.57 56 7.00 70MFS Canadian Equity Core Fund 8239

Jan-81 5.13 15.34 5.42 82 8.35 44 10.95 42 4.22 11.1497 46 9.87 20 4.34 88 4.80 98MFS Canadian Equity Growth Fund 9043

Jan-94 5.44 16.99 5.81 72 8.51 41 11.01 40 6.25 11.0738 48 9.57 26 8.60 26 8.98 43MFS Canadian Equity Value Fund 7634

Aug-00 5.45 15.97 5.27 88 8.20 46 11.33 36 5.00 10.8774 54 10.19 15 6.63 53 7.20 67MFS Responsible Canadian Equity Fund 8434

Jan-86 5.87 16.38 2.26 100 5.85 88 8.91 82 4.88 8.7678 84 7.12 63 6.01 66 7.26 66Montrusco Bolton Canadian Equity Fund 8029

Sep-02 3.46 17.76 3.23 97 5.04 95 9.22 78 9.23 8.862 81 7.18 62 10.51 11 14.47 2Montrusco Bolton Equity Income Fund 6778

Feb-96 -6.50 30.68 12.13 3 3.27 100 9.31 76 6.12 8.4643 90 4.53 92 1.75 98 12.00 14Montrusco Bolton Quantitative Canadian Equity Fund 3100

Apr-79 5.89 20.23 6.64 50 7.55 59 9.74 64 5.02 10.3573 61 7.26 60 6.36 58 7.60 61Northern Trust Asset Mgmt. Canadian Equity Fund 4628

Jan-97 5.92 21.49 5.43 81 5.44 92 6.85 100 5.11 6.9371 100 3.48 95 3.63 92 5.77 92Optimum Canadian Equity 3228

Aug-97 3.51 18.48 5.08 92 6.22 84 8.97 80 5.23 8.9167 80 6.71 70 4.91 80 6.95 71PCJ Canadian Equity Fund 6077

Jan-12 1.96 23.46 5.53 78 4.72 97 13.10 6 11.33 40 10.64 8Pembroke Dividend Growth Fund 2493

Jun-71 5.38 23.65 7.34 34 8.95 30 11.32 36 5.20 11.6270 36 8.44 43 7.46 44 7.83 56PH&N Canadian Equity Fund 2236

Dec-09 5.52 22.02 7.15 36 9.26 24 11.44 29 10.90 52 8.95 36 9.41 16 10.47 22PH&N Canadian Equity Value Fund 3032

Sep-02 5.47 24.93 8.10 20 9.37 22 12.16 14 5.88 12.2748 18 9.18 32 8.69 26 8.68 48PH&N Community Value Canadian Equity Fund 1633

Apr-12 6.24 24.00 7.44 29 9.35 22 11.85 30PH&N Conservative Equity Income Fund 1925

Jun-77 6.16 23.48 6.94 44 8.36 44 10.95 42 5.26 10.5665 58 8.02 50 9.69 14 10.16 28PH&N Dividend Income Fund 2426

Dec-06 6.57 20.31 6.72 48 7.82 55 12.10 16 7.67 12.2612 19 10.14 16 11.19 6 12.52 10QV Investors Canadian Equity Fund 4522

Nov-11 4.11 19.67 5.60 76 7.12 68 10.03 58 10.11 63 7.74 55RBC QUBE 120/20 Canadian Equity Fund 5165

Nov-11 4.01 17.03 4.45 96 6.71 82 9.32 75 9.33 78 7.48 58RBC QUBE Canadian Equity Fund 7666

Nov-11 2.68 16.44 7.37 32 11.70 2 12.20 13 12.29 18 11.17 5RBC QUBE Low Volatility Canadian Equity Fund 8089

Jan-92 9.56 28.01 8.66 12 7.17 67 9.44 72 4.66 8.8792 81 5.23 90 4.06 90 6.88 74Scheer Rowlett Canadian Equity Fund 84

Jul-97 5.18 19.84 5.32 87 7.43 63 9.39 73 4.88 10.4280 60 6.92 66 6.20 61 6.59 87SEAMARK Canadian Equity Pooled Fund 5042



Canadian Equity


1 quarter

ROR-% PR



Jul-12 0.78 12.74 9.56 6 11.35 4 14.10 8SEAMARK Pooled Low Volatility Equity Fund 9796

Aug-97 3.75 15.59 6.05 66 7.62 58 9.42 72 5.00 10.0074 65 7.93 52 4.78 82 6.46 88SEI Canadian Equity Fund 8872

Dec-07 7.72 24.03 6.45 56 6.98 76 9.74 64 9.51 76 6.43 74 7.60 40 9.76 35Sionna Canadian All Cap Pooled Fund 1912

Jun-03 7.70 25.62 7.96 24 8.02 50 9.80 62 5.78 9.8650 70 6.16 78 6.86 50 8.99 42Sionna Canadian Equity Pooled Fund 1514

May-05 5.05 15.90 5.90 70 7.51 60 8.90 82 4.66 9.9392 68 7.22 61 5.43 72 6.86 74SL Canadian Equity Fund (SLI) 8446

Dec-90 5.04 16.18 5.99 68 7.63 58 8.90 82 4.76 9.9688 67 7.15 63 5.48 72 6.86 74SL Capped Canadian Equity Fund (SLI) 8246

Jul-91 4.53 20.99 5.35 85 7.05 72 8.24 90 4.75 8.5189 88 5.27 88 5.16 75 6.79 80TD Emerald Canadian Equity Index Fund 3860

Aug-00 4.52 20.99 5.33 86 7.04 72 8.24 90 4.78 8.5084 88 5.27 88 5.17 74 6.82 78TD Emerald CDN Market Capped Pooled Fund Trust Passive 3961

Sep-09 3.28 17.92 6.16 63 10.85 8 11.62 26 11.54 38 10.10 17 15.34 1 15.16 1TD Emerald Low Volatility Canadian Equity PFT 6582

Jul-99 3.30 18.86 5.24 89 8.00 52 9.12 79 5.24 9.7966 72 6.81 68 6.58 56 7.32 65TD Emerald Systematic Alpha Canadian Equity Pooled Fund 5882

Jan-05 7.77 20.58 4.85 94 5.11 94 9.68 66 4.85 9.9181 69 7.12 63 6.35 58 9.31 40Tetrem Canadian Equity Value 4312

Dec-00 4.31 17.24 4.18 96 6.55 83 9.88 61 5.55 9.7158 73 8.11 49 6.90 50 8.61 48Toron AMI Canadian Equity Fund 7463

Dec-98 4.65 19.31 8.53 14 9.45 19 12.09 16 7.99 12.028 23 10.36 12 11.05 7 11.61 17Toron AMI Total Return Equity Fund 5454

Nov-09 -3.22 9.59 8.21 17 7.95 53 10.59 49 11.38 40 10.84 6 8.55 27 12.21 12Triasima Canadian All Capitalization Equity 9999

Jun-05 5.23 19.59 5.52 78 6.89 79 8.77 84 5.46 8.7760 84 6.22 77 5.87 68 7.91 55WindWise Canadian Equity Enhanced Non Lending Fund 5241

Feb-03 3.75 22.27 7.02 41 6.68 86WindWise Canadian Fundamental Equity Non-Lending Fund 2872

Jun-03 9.82 27.62 4.49 95 3.81 99 7.77 96 4.43 7.4394 97 3.31 97 3.69 92 8.39 49Wise Capital Management All Cap Canadian Equity Fund 94

Fund Count 116 116 116 114 106 81 114 114 102 102

Average Return 4.92 20.35 6.96 8.11 10.56 6.07 10.94 7.95 7.03 8.79

5th Percentile 9.26 29.15 10.00 11.31 13.27 8.58 14.53 11.45 11.31 13.78

1st Quartile 6.24 23.22 7.82 9.18 11.65 6.89 11.95 9.62 8.73 10.28

Median 4.78 19.75 6.65 8.02 10.57 5.78 11.00 8.00 6.88 8.26

3rd Quartile 3.61 17.12 5.67 6.99 9.33 5.00 9.57 6.37 5.15 6.85

95th Percentile 1.29 14.17 4.58 5.00 7.90 4.37 7.70 3.54 2.92 5.46



Canadian Equity (Core)


1 quarter

ROR-% PR



Oct-06 2.97 17.04 8.24 14 9.12 24 10.38 42 4.78 11.0186 33 8.77 34 5.91 62 6.83 74Addenda Canadian Equity Pooled Fund 6386

Sep-97 5.17 19.02 4.99 95 6.00 94 7.90 91 5.54 7.9146 91 5.28 91 5.56 67 8.00 30BlackRock Active Canadian Equity Fund 3632

Oct-11 6.47 21.41 6.53 50 6.95 81 9.54 71 9.03 85 6.76 74BlackRock Canada Alpha Advantage 229

Jul-10 4.76 18.84 6.56 46 8.62 29 9.62 66 9.95 62 7.43 59 6.40 52BMO AM Canadian Core Alpha Fund 4055

Jul-07 7.99 29.40 6.37 54 7.10 76 10.05 48 9.75 72 5.68 87 8.79 10 10.26 7CGOV Canadian Equity Fund 11

Dec-01 2.78 19.11 6.07 60 7.45 70 10.40 39 6.27 10.5615 43 8.32 42 7.55 24 10.09 12Connor, Clark & Lunn Canadian Q Core Fund (Pool) 3291

Jul-02 3.64 16.74 7.52 28 9.61 14 10.70 33 6.59 11.808 18 9.24 29 7.11 33 8.04 26Fidelity Canadian Core Equity Institutional Trust 6877

Mar-11 2.36 15.57 8.70 1 9.89 9 13.43 1 14.36 1 12.90 1Fidelity Canadian Focused Equity Institutional Trust 10094

Nov-97 3.10 15.60 5.95 73 8.02 47 9.66 62 5.32 10.0054 48 8.23 46 6.15 57 7.38 38Fiera Capital Canadian Equity - Core Fund 9282

Jul-09 5.30 17.99 7.42 31 8.23 39 11.33 20 11.33 24 9.73 24 11.52 1 12.22 1Heward Canadian Dividend Growth Fund 4626

Sep-06 -1.68 17.82 5.15 91 7.46 68 7.05 100 5.68 6.9424 100 4.52 96 4.40 86 4.49 100Hexavest Canadian Equity Fund 50100

Oct-97 6.87 23.48 8.04 22 10.06 6 11.36 14 5.60 11.8831 10 8.53 38 7.29 29 7.12 50HSBC Canadian Equity Pooled Fund 145

Dec-10 5.62 26.46 7.05 37 4.71 100 7.43 95 7.31 95 3.13 100 2.54 96Louisbourg Canadian Equity Fund 514

Dec-10 5.06 26.07 8.17 18 6.07 91 10.03 52 9.51 81 6.35 79 7.84 19Louisbourg Dividend Fund 837

Dec-11 5.03 17.68 8.32 10 11.34 1 11.38 10 11.84 14 9.86 17Manulife AM Canadian Core Equity Pooled Fund 5450

Jan-94 5.31 16.23 5.69 82 8.47 33 11.02 29 5.30 11.1360 29 9.76 21 6.57 47 7.00 56MFS Canadian Equity Core Fund 7424

Aug-00 5.45 15.97 5.27 87 8.20 42 11.33 22 5.00 10.8770 38 10.19 9 6.63 44 7.20 44MFS Responsible Canadian Equity Fund 8218

Aug-97 3.75 15.59 6.05 63 7.62 56 9.42 76 5.00 10.0076 52 7.93 54 4.78 81 6.46 87SEI Canadian Equity Fund 9572

May-05 5.05 15.90 5.90 77 7.51 62 8.90 84 4.66 9.93100 66 7.22 63 5.43 76 6.86 64SL Canadian Equity Fund (SLI) 8641



Canadian Equity (Core)


1 quarter

ROR-% PR



Dec-90 5.04 16.18 5.99 68 7.63 54 8.90 82 4.76 9.9692 58 7.15 66 5.48 72 6.86 68SL Capped Canadian Equity Fund (SLI) 7745

Dec-00 4.31 17.24 4.18 100 6.55 86 9.88 57 5.55 9.7139 76 8.11 50 6.90 38 8.61 21Toron AMI Canadian Equity Fund 5963

Dec-98 4.65 19.31 8.53 4 9.45 19 12.09 5 7.99 12.021 6 10.36 5 11.05 4 11.61 2Toron AMI Total Return Equity Fund 2859

Feb-03 3.75 22.27 7.02 40 6.68 81WindWise Canadian Fundamental Equity Non-Lending Fund 1870

Fund Count 23 23 23 22 22 14 22 25 22 17

Average Return 4.47 19.17 6.68 8.00 10.08 5.58 10.31 7.93 6.46 7.65

5th Percentile 6.87 26.57 8.51 10.14 12.11 7.08 12.19 10.37 10.79 10.65

1st Quartile 5.30 20.36 7.78 8.99 11.25 5.66 11.28 9.67 7.48 8.11

Median 5.03 17.82 6.53 7.82 10.04 5.43 10.00 8.11 6.49 7.12

3rd Quartile 3.70 16.20 5.92 7.19 9.45 5.00 9.72 6.71 5.44 6.82

95th Percentile 2.18 15.59 4.97 5.91 7.46 4.72 7.36 4.66 2.68 5.35



Canadian Equity (Growth)


1 quarter

ROR-% PR



Dec-00 1.86 17.36 5.84 66 7.72 74 11.27 8 6.87 11.9020 25 9.79 24 9.41 1 12.05 14Connor, Clark & Lunn Canadian Q Growth Fund (Pool) 3291

May-08 3.42 17.52 6.65 42 9.06 8 9.76 75 10.98 67 7.90 76 4.52 84 5.36 86Fiera Capital Canadian Equity Growth Fund 2668

Mar-96 3.40 11.79 2.51 100 5.51 100 8.58 100 3.23 8.83100 100 7.79 82 5.03 68 6.39 78Greystone Canadian Equity Fund 9274

Jul-86 4.54 20.31 5.49 76 6.80 84 9.32 83 5.95 10.2240 83 6.73 92 6.07 58 8.71 43Guardian Canadian Growth Fund 116



Dec-00 3.70 14.66 6.01 59 8.02 59 10.18 66 6.07 11.2030 50 9.09 58 8.28 10 10.38 22GWL Ethics Fund 9.02G 8334

Nov-97 2.60 16.33 12.99 1 9.09 1 11.64 1 6.92 14.2210 1 10.50 8 6.17 50 13.81 1GWL Mid Cap Canada Fund (G) 4283

Oct-01 4.61 18.12 7.10 17 8.55 34 10.59 34 7.16 10.901 74 8.79 66 6.59 41 8.14 50Industrial Alliance Canadian Equity Growth 169

Aug-06 3.56 15.35 6.88 26 8.71 25 10.48 50 5.41 11.9670 17 9.29 42 6.77 34 6.96 58Manulife AM Canadian Large Cap Growth Pooled 6050

Jan-81 5.13 15.34 5.42 83 8.35 50 10.95 17 4.22 11.1490 58 9.87 18 4.34 90 4.80 92MFS Canadian Equity Growth Fund 661

Aug-97 3.51 18.48 5.08 91 6.22 92 8.97 92 5.23 8.9180 92 6.71 100 4.91 74 6.95 64PCJ Canadian Equity Fund 958

Nov-09 -3.22 9.59 8.21 9 7.95 66 10.59 40 11.38 42 10.84 1 8.55 6 12.21 8Triasima Canadian All Capitalization Equity 100100

Fund Count 13 13 13 13 13 11 13 13 13 15

Average Return 3.12 15.84 6.57 7.95 10.26 5.66 11.21 8.91 5.67 8.04

5th Percentile 4.82 19.21 10.12 9.07 11.42 7.04 13.01 10.64 8.73 12.69

1st Quartile 3.82 17.55 6.89 8.70 10.63 6.47 11.90 9.77 8.10 10.35

Median 3.56 15.70 6.36 8.35 10.48 5.64 11.20 9.19 6.17 8.14

3rd Quartile 3.35 15.28 5.51 7.68 9.76 5.32 10.86 7.95 4.89 6.56

95th Percentile -0.17 10.91 4.05 5.94 8.81 3.72 8.88 6.72 0.68 2.62



Canadian Equity (Value)


1 quarter

ROR-% PR



Jan-91 6.15 20.18 7.46 18 8.89 6 12.82 1 7.79 12.951 1 11.05 1 10.63 9 11.91 12Beutel Goodman Canadian Equity Fund 8271

Feb-95 8.66 22.92 6.32 59 7.70 41 12.33 13 6.21 11.7850 17 9.83 10 8.79 32 10.23 25BonaVista Canadian Equity Fund 5324

Mar-12 8.39 28.66 5.76 76 7.12 58 10.52 52Burgundy Canadian Large Cap Equity Fund 1235

May-99 9.77 31.11 6.75 42 6.97 70 11.21 44 7.57 10.6714 47 6.72 50 10.71 5 13.58 1Burgundy Focus Canadian Equity Fund 111

Jul-99 2.83 17.53 5.47 83 6.04 82 8.23 87 4.99 7.7171 89 6.02 74 6.01 72 7.70 72CIBC Canadian Equity All Cap Value Pool 89100

Jan-93 10.30 27.71 7.37 29 7.50 47 11.54 32 6.50 11.2536 24 7.83 35 8.98 23 11.16 17Foyston, Gordon and Payne Canadian Equity 301

Dec-69 4.09 14.50 6.22 64 6.08 78 8.44 82 3.82 8.65100 82 6.98 40 4.57 78 6.43 91Industrial Alliance Canadian Equity Value 10094

May-94 8.65 30.71 7.42 23 7.91 29 12.61 6 7.04 11.9328 12 8.49 25 10.58 12 12.62 5Leith Wheeler Canadian Equity Fund 628

Nov-05 7.56 28.36 7.99 6 8.21 18 11.93 25 7.35 11.2521 28 8.16 30 7.00 50 9.95 29Mackenzie Canadian All Cap Value 1858

Jan-94 5.44 16.99 5.81 72 8.51 12 11.01 50 6.25 11.0744 35 9.57 15 8.60 36 8.98 54MFS Canadian Equity Value Fund 9488

Jan-97 5.92 21.49 5.43 88 5.44 88 6.85 100 5.11 6.9365 100 3.48 86 3.63 90 5.77 96Optimum Canadian Equity 6476

Dec-09 5.52 22.02 7.15 35 9.26 1 11.44 37 10.90 41 8.95 20 9.41 18 10.47 21PH&N Canadian Equity Value Fund 5983

Dec-06 6.57 20.31 6.72 46 7.82 35 12.10 19 7.67 12.267 6 10.14 5 11.19 1 12.52 8QV Investors Canadian Equity Fund 7765

Jan-92 9.56 28.01 8.66 1 7.17 54 9.44 74 4.66 8.8786 77 5.23 80 4.06 82 6.88 83Scheer Rowlett Canadian Equity Fund 2417

Dec-07 7.72 24.03 6.45 53 6.98 66 9.74 62 9.51 70 6.43 58 7.60 43 9.76 33Sionna Canadian All Cap Pooled Fund 4747

Jun-03 7.70 25.62 7.96 11 8.02 24 9.80 58 5.78 9.8657 64 6.16 70 6.86 54 8.99 52Sionna Canadian Equity Pooled Fund 4152

Jan-05 7.77 20.58 4.85 94 5.11 94 9.68 68 4.85 9.9178 60 7.12 39 6.35 59 9.31 42Tetrem Canadian Equity Value 7142

Jun-03 9.82 27.62 4.49 100 3.81 100 7.77 94 4.43 7.4392 94 3.31 90 3.69 87 8.39 58Wise Capital Management All Cap Canadian Equity Fund 346

Fund Count 18 18 18 18 17 15 18 21 23 25

Average Return 7.36 23.80 6.57 7.14 10.41 6.00 10.19 6.79 7.09 9.03

5th Percentile 9.89 30.75 8.09 8.94 12.65 7.71 12.37 10.20 10.73 12.62

1st Quartile 8.66 27.93 7.41 8.00 11.91 7.20 11.25 8.50 8.93 10.22

Median 7.71 23.48 6.59 7.33 11.01 6.21 10.60 6.72 7.00 9.00

3rd Quartile 5.98 20.38 5.77 6.30 9.38 4.92 9.03 5.95 5.29 7.60

95th Percentile 3.91 16.60 4.79 4.90 7.59 4.24 7.35 2.95 3.04 5.88



Canadian Equity (Income)


1 quarter

ROR-% PR



Sep-03 6.05 20.11 10.42 1 11.22 6 14.85 1 8.91 15.4122 1 13.57 1 14.08 1 14.02 18Beutel Goodman Canadian Dividend Fund 7046

Dec-12 4.58 20.78 9.20 17 10.95 11 13.35 17CC&L Equity Income & Growth Fund 6560

Oct-96 4.49 12.37 6.39 54 8.78 47 11.15 42 6.87 10.9355 53 10.85 8 10.91 30 10.38 64CI Signature Dividend Fund 10064

Dec-11 7.42 26.67 6.37 59 5.09 83 7.93 92 7.64 94 3.70 94CIBC Canadian Equity Large Cap Dividend Value Pool 56

Oct-09 5.69 26.94 6.03 71 5.27 76 9.63 59 9.55 70 5.68 72Fiera Capital High Income Equity 152

Dec-97 3.10 14.59 2.54 100 4.41 100 7.19 100 5.65 7.0589 100 5.42 85 7.82 100 10.96 46Greystone Canadian Equity Income & Growth Fund 8888

Aug-03 3.52 21.90 5.80 76 5.76 65 8.70 83 9.00 8.3712 82 5.63 78 11.18 20 15.49 1Guardian Equity Income Fund 5377

Sep-12 4.02 18.54 5.03 88 5.45 71 7.97 88Guardian Growth & Income Fund 7771

Nov-97 6.96 22.40 7.39 40 9.46 36 11.92 18 7.40 11.9834 30 9.45 22 11.68 10 12.04 36GWL Dividend Fund (G) 4618

Dec-96 7.04 23.61 8.51 29 9.84 29 11.77 25 6.14 12.1878 24 8.99 35 8.81 90 8.73 100HSBC Canadian Dividend Income Pooled Fund 2412

Dec-97 6.96 21.53 9.27 12 10.11 18 11.52 33 7.31 11.9344 35 9.15 29 9.21 70 9.88 82Industrial Alliance Dividends Fund 5922

Jan-13 7.96 24.24 9.03 23 10.00 23 13.48 12Lincluden Stable Income Equity Fund 121

Jun-05 6.93 22.53 6.33 64 6.82 59 9.48 66 6.34 9.5867 66 6.44 64 9.16 80 10.88 54London Life Dividend Fund (LC) 4228

Sep-02 3.46 17.76 3.23 94 5.04 88 9.22 75 9.23 8.861 77 7.18 57 10.51 40 14.47 9Montrusco Bolton Equity Income Fund 8282

Jan-12 1.96 23.46 5.53 82 4.72 94 13.10 8 11.33 47 10.64 14Pembroke Dividend Growth Fund 3494

Apr-12 6.24 24.00 7.44 36 9.35 40 11.85 40PH&N Conservative Equity Income Fund 1736

Jun-77 6.16 23.48 6.94 47 8.36 52 10.95 50 5.26 10.56100 58 8.02 50 9.69 50 10.16 73PH&N Dividend Income Fund 3041

Jul-12 0.78 12.74 9.56 6 11.35 1 14.10 6SEAMARK Pooled Low Volatility Equity Fund 94100

Fund Count 18 18 18 18 13 10 18 15 11 12

Average Return 5.18 20.98 6.94 7.89 10.57 7.21 10.90 7.79 10.23 11.62

5th Percentile 7.51 26.69 9.69 11.24 13.80 9.12 14.31 11.66 12.88 14.93

1st Quartile 6.95 23.58 8.90 9.96 11.76 8.54 12.13 9.30 11.04 13.26

Median 5.87 22.15 6.67 8.57 10.95 7.09 11.13 8.02 9.69 10.92

3rd Quartile 3.64 18.93 5.86 5.31 9.20 6.19 9.03 5.66 9.19 10.09

95th Percentile 1.78 12.70 3.14 4.67 7.64 5.43 7.55 3.68 8.32 9.13



Canadian Equity (GARP)


1 quarter

ROR-% PR



Aug-92 3.90 17.69 8.06 23 8.92 50 10.62 67 11.30 62 8.92 44 7.26 64 7.67 60BMO AM Canadian Equity Fund 7794

Dec-11 2.58 17.34 8.32 12 10.84 12 16.00 1 16.14 1 15.67 1CI Cambridge All Canadian Equity Fund 88100

Nov-91 3.93 20.12 7.13 47 9.47 20 12.38 14 7.11 12.659 26 10.52 14 8.41 21 8.99 30Connor, Clark & Lunn Canadian Equity Fund (Pool) 4890

Oct-14 7.61 24.20 6.53 76Dixon Mitchell Canadian Equity Fund 1818

Jan-94 10.84 27.17 7.04 58 6.95 88 12.03 46 6.41 11.7033 50 8.54 50 7.94 34 9.92 21Fiera Capital Canadian Equity - Selexia Fund 61

Feb-04 10.67 27.94 7.16 42 6.94 92 12.04 40 6.47 11.7125 44 8.39 62 7.96 30 10.05 16Fiera Capital Canadian Equity ESG - Selexia Fund 15

Sep-12 4.63 21.33 5.56 88 8.94 44 13.93 18Galibier Canadian Equity Pool 4082

Feb-06 4.76 18.03 7.04 54 8.08 64 9.92 80 5.22 10.0468 88 7.97 69 6.62 72 7.44 70GEM Canadian Equity Pool 7071

Sep-07 8.60 23.33 6.16 82 7.39 80 10.55 72 10.85 70 7.57 75 4.47 100 5.51 100Gryphon Canadian Equity Fund 2912

Mar-69 4.75 18.20 6.96 64 8.77 56 10.93 60 5.93 10.7950 74 9.19 32 7.54 44 7.82 56Guardian Canadian Equity Fund 6576

Oct-98 4.80 21.48 9.69 1 11.64 6 12.38 20 6.15 14.2342 13 10.21 24 7.47 50 7.46 65Highstreet Canadian Equity Fund 3666

Apr-97 6.47 18.86 7.68 29 9.37 30 12.04 34 6.63 12.5517 31 10.40 19 9.41 8 8.90 35Jarislowsky Fraser Canadian Equity Fund 5924

Jan-80 5.30 16.79 6.62 71 8.01 68 9.21 93 4.45 9.86100 93 7.40 81 4.86 93 5.57 94London Life Canadian Equity Fund (LC) 9453

Feb-99 5.36 17.43 8.87 6 11.68 1 14.94 6 9.39 15.201 6 14.32 6 14.59 1 13.94 1Mawer Canadian Equity Pooled Fund 8347

Jan-86 5.87 16.38 2.26 100 5.85 100 8.91 100 4.88 8.7684 100 7.12 88 6.01 85 7.26 78Montrusco Bolton Canadian Equity Fund 10030

Jun-71 5.38 23.65 7.34 36 8.95 38 11.32 54 5.20 11.6274 56 8.44 56 7.46 56 7.83 50PH&N Canadian Equity Fund 2442

Sep-02 5.47 24.93 8.10 18 9.37 26 12.16 27 5.88 12.2758 37 9.18 36 8.69 15 8.68 42PH&N Community Value Canadian Equity Fund 1236

Jul-97 5.18 19.84 5.32 94 7.43 76 9.39 87 4.88 10.4290 81 6.92 92 6.20 79 6.59 86SEAMARK Canadian Equity Pooled Fund 5258

Fund Count 18 18 18 17 16 13 17 17 15 15

Average Return 5.89 20.82 6.99 8.74 11.55 6.04 12.00 8.67 7.66 8.64

5th Percentile 10.68 27.27 8.99 11.65 15.20 8.02 15.39 14.59 10.96 13.73

1st Quartile 6.32 23.57 7.97 9.38 12.21 6.48 12.74 10.14 8.18 9.45

Median 5.33 19.98 7.08 8.92 11.68 5.93 11.70 8.54 7.47 7.83

3rd Quartile 4.75 17.78 6.55 7.48 10.39 5.18 10.76 7.59 6.41 7.35

95th Percentile 3.69 16.73 4.83 6.72 9.14 4.70 9.64 4.86 4.74 5.55



Canadian Equity (Quantitative)


1 quarter

ROR-% PR



Jun-11 2.51 19.28 6.76 56 11.39 22 11.72 45 12.04 44 9.90 45BMO Asset Management Canadian Smart Alpha Equity Fund 4466

May-07 3.85 22.21 9.17 34 10.91 34 14.00 11 14.90 12 12.03 19 11.22 32 12.63 80CC&L Q Equity Extension Fund 2332

Nov-04 -0.79 6.03 20.07 1 17.42 1 17.79 1 12.04 22.111 1 20.93 1 14.58 6 14.60 18CC&L Q Market Neutral Fund 8988

Oct-11 3.88 40.93 16.25 11 10.81 54 11.93 33 14.80 22 5.67 82Louisbourg Quantitative Canadian Equity Fund 123

Feb-96 -6.50 30.68 12.13 22 3.27 89 9.31 88 6.12 8.46100 88 4.53 91 1.75 100 12.00 100Montrusco Bolton Quantitative Canadian Equity Fund 11100

Nov-11 4.11 19.67 5.60 78 7.12 68 10.03 67 10.11 67 7.74 64RBC QUBE 120/20 Canadian Equity Fund 341

Nov-11 4.01 17.03 4.45 88 6.71 77 9.32 78 9.33 78 7.48 72RBC QUBE Canadian Equity Fund 6711

Nov-11 2.68 16.44 7.37 45 11.70 12 12.20 23 12.29 34 11.17 27RBC QUBE Low Volatility Canadian Equity Fund 7756

Nov-11 1.04 2.33 0.53 100 1.79 100 3.54 100 3.47 100 3.84 100RBC QUBE Market Neutral Canadian Equity Fund 10078

Sep-09 3.28 17.92 6.16 67 10.85 45 11.62 54 11.54 55 10.10 37 15.34 1 15.16 1TD Emerald Low Volatility Canadian Equity PFT 5644

Fund Count 10 10 10 10 10 2 10 12 3 2

Average Return 1.81 19.25 8.85 9.20 11.15 9.08 11.90 9.85 8.65 13.58

5th Percentile 4.07 36.32 18.35 14.85 16.08 11.75 18.86 17.75 14.69 15.01

1st Quartile 3.88 21.57 11.39 11.27 12.14 10.56 14.18 11.38 12.10 14.37

Median 2.98 18.60 7.06 10.83 11.67 9.08 11.79 9.76 8.85 13.58

3rd Quartile 1.41 16.59 5.74 6.81 9.50 7.60 9.53 7.02 5.30 12.79

95th Percentile -3.93 4.00 2.30 2.46 6.13 6.42 5.71 4.22 2.46 12.15



Diversified Canadian Equity


1 quarter

ROR-% PR



May-98 6.76 16.11 7.82 32 9.83 1 12.48 18 7.22 12.901 18 11.59 50 9.95 22 9.75 54CI Signature Canadian Equity Plus Fund 5016

Dec-96 3.50 11.70 7.88 18 9.46 33 11.75 50 3.71 12.3283 50 11.76 34 6.63 88 6.77 90Integra Equity Fund 8283

Jan-90 2.14 6.52 8.58 1 9.57 17 13.77 1 6.49 14.4717 1 15.66 1 9.99 12 10.47 28Invesco (Growth) 100100

Sep-81 5.86 17.86 -1.42 100 -1.18 100 6.80 100 2.98 4.80100 100 4.20 100 7.45 78 10.39 36Invesco (Trimark Canadian Fund) 3233

Aug-97 4.21 12.08 7.16 50 9.33 50 12.41 32 5.24 12.6850 33 12.49 17 8.14 66 7.74 73MFS Canadian Equity Plus Fund 6867

Nov-66 5.16 21.60 7.07 66 8.93 66 11.75 66 4.64 11.9566 82 9.41 68 8.39 55 8.65 64PH&N Canadian Equity Plus Pension Trust 150

Mar-93 7.11 17.98 5.81 83 6.70 83 11.52 82 6.17 12.1233 67 9.96 62 8.42 46 10.02 46Tetrem Canadian Equity Value Plus 181

Fund Count 7 7 7 7 7 7 7 7 10 12

Average Return 4.96 14.83 6.13 7.52 11.50 5.21 11.61 10.60 7.67 9.37

5th Percentile 7.00 20.52 8.37 9.76 13.38 7.00 14.00 14.71 10.67 13.07

1st Quartile 6.31 17.92 7.85 9.52 12.44 6.33 12.79 12.13 9.90 11.01

Median 5.16 16.11 7.16 9.33 11.75 5.24 12.32 11.59 8.40 9.88

3rd Quartile 3.85 11.89 6.44 7.82 11.63 4.17 12.03 9.26 7.62 7.61

95th Percentile 2.55 8.07 0.75 1.18 8.22 3.20 6.95 5.67 1.18 4.85

The Diversified Canadian Equity mandate contains funds having a clearly defined Canadian bias. However, these funds tend to be more flexible than traditional Canadian Equity funds in terms of their ability to allocate strategy towards US and/or international holdings.



Canadian Small Cap


1 quarter

ROR-% PR



Feb-95 3.89 22.34 11.33 20 11.41 8 12.34 41 9.89 13.2617 36 9.97 33 6.39 53 11.34 64Beutel Goodman Small Cap Fund 5042

Nov-98 2.46 8.06 6.41 63 6.68 58 9.73 73 6.60 9.8060 77 10.16 30 7.15 43 12.81 52BlackRock Active Canadian Equity Small Cap Fund 10050

Jan-95 1.06 12.86 4.70 75 7.99 37 14.64 10 10.27 15.1711 14 15.08 9 11.11 19 16.45 20BMO AM Small Cap Fund 9167

Apr-96 2.18 23.17 8.80 42 6.84 54 8.09 86 6.07 10.7777 63 4.61 81 2.47 90 11.36 61CIBC Canadian Equity Small Cap Pool 4254

Apr-05 0.36 21.27 7.05 58 7.42 42 14.02 18 9.48 13.8223 27 12.28 22 9.64 29 16.46 18Connor, Clark & Lunn Canadian Small Cap Fund 5988

Apr-11 5.14 20.01 8.93 38 6.89 50 12.93 27 13.39 32 11.23 26Dixon Mitchell Small Cap Fund 7429

Dec-88 0.76 14.43 7.83 54 9.08 25 12.15 45 7.76 14.8134 18 11.58 25 9.20 33 14.49 40Fiera Capital Canadian Equity - Small Cap Core Fund 8479

Jun-88 4.46 21.16 9.69 29 11.70 4 14.04 14 9.42 15.6626 9 12.33 20 8.09 38 9.88 74Fiera Capital Canadian Equity Small Cap Fund 6237

Feb-02 8.84 22.62 2.77 91 4.10 79 11.39 50 7.18 10.2745 68 8.74 52 10.27 24 14.16 43Foyston Gordon & Payne Small Cap Canadian Equity Fund 468

Jan-92 11.65 32.28 4.41 79 2.10 96 12.76 32 6.82 9.9850 73 8.34 57 10.68 21 19.23 8Franklin Bissett Small Cap Fund 131

Jan-07 1.70 26.21 8.22 50 3.79 84 9.62 78 11.00 58 5.83 76 4.06 67 15.48 34Greystone Canadian Equity Small Cap Fund 3062

Feb-97 0.88 17.51 3.05 88 1.03 100 5.67 95 4.13 4.9695 96 2.90 91 3.32 72 9.85 78Guardian Canadian Sml/Mid Cap Fund 7975

Jan-96 -1.24 29.27 14.90 4 9.64 17 13.20 23 6.23 14.3367 23 9.50 38 6.27 60 13.38 48Hillsdale Canadian Performance Equity Fund 17100

May-98 9.68 23.99 -1.91 100 2.58 92 11.09 54 7.67 9.4038 86 8.08 62 14.90 9 16.16 26Invesco (Trimark Canadian Small Cap) 384

Apr-00 -1.07 51.22 14.59 8 5.29 70 -1.87 100 5.26 3.5089 100 -11.93 100 -17.20 100 1.09 92J Zechner Associates Inc. Special Equity Fund 196

Dec-13 5.01 36.52 8.70 45 7.22 46Lincluden Canadian Small Mid Cap Equity Pooled Fund 833

Oct-11 7.23 42.75 15.38 1 9.83 13 10.54 60 13.18 40 3.69 86Louisbourg Canadian Small Cap Fund 420

Jan-88 5.28 20.93 11.79 13 12.41 1 20.39 1 13.98 21.031 1 20.26 1 20.03 1 23.01 1Mawer New Canada Fund 6726

Dec-84 1.95 25.93 5.42 71 3.74 86 6.76 91 6.68 7.4256 91 2.45 94 2.63 86 11.41 58Montrusco Bolton Canadian Small Cap Equity Fund 3258

Aug-00 0.32 28.14 11.45 17 8.26 30 10.37 63 3.99 11.06100 55 6.33 71 2.78 81 10.96 69PCJ Canadian Small Capitalization Fund 2190

Feb-07 0.94 9.05 4.13 83 4.25 76 12.61 36 11.28 50 13.52 14 12.42 14 18.67 12Pembroke Canadian Growth Fund 9671

Dec-96 7.95 27.56 10.54 25 9.37 21 17.96 4 10.69 16.876 5 15.67 6 16.81 5 19.47 6QV Investors Canadian Small Cap Fund 2514



Canadian Small Cap


1 quarter

ROR-% PR



May-01 3.22 22.25 9.07 34 8.23 32 9.59 80 6.10 11.5073 46 6.64 67 3.07 76 9.34 83SEI Canadian Small Company Equity Fund 5446

Jun-13 7.90 20.84 2.02 95 6.18 63Sionna Canadian Small Cap Pooled Fund 7016

Dec-86 0.70 13.60 6.09 66 5.74 67 9.96 68 5.98 9.6482 82 9.07 47 6.84 47 10.95 69Toron AMI Canadian Opportunities Fund 8883

Fund Count 25 25 25 25 23 19 23 22 22 24

Average Return 3.65 23.76 7.81 6.87 11.22 7.59 11.83 8.31 6.19 12.29

5th Percentile 9.53 41.55 14.84 11.65 17.57 11.13 16.92 15.96 16.82 19.57

1st Quartile 5.49 27.47 10.53 9.01 13.07 9.45 14.07 11.75 10.11 16.24

Median 2.46 22.34 8.22 6.89 11.39 6.82 11.28 8.91 6.61 13.10

3rd Quartile 0.87 19.81 4.75 4.36 9.68 6.08 9.89 5.95 3.13 9.87

95th Percentile -0.77 9.87 2.11 2.18 5.40 4.16 5.27 1.36 -9.24 -0.83



Global Equity


1 quarter

ROR-% PR



Jun-08 0.05 4.79 5.78 98 7.33 95 11.37 96 10.72 96 13.07 94 11.87 82 10.86 69Aberdeen Canada-Global Equity Fund 3980

Apr-12 0.05 0.24 9.79 74 10.29 76 16.40 66Addenda Global Equity Pooled Fund 8180

Dec-09 3.75 7.30 13.35 15 12.78 33 17.09 49 17.62 46 19.67 57 14.72 35 13.60 32AGF Global Core Equity Pooled 2330

Apr-00 4.76 26.83 0.25 100 -2.88 100 -2.13 100 3.20 -0.57100 100 -8.27 100 -7.24 100 1.41 100AGF Global Resources Class 216

Oct-12 -2.84 1.25 9.33 80 12.18 44 15.13 82Analytic Global Low Volatility Fund 7298

Dec-07 4.26 10.86 12.33 29 8.31 92 15.09 81 12.13 95 16.17 88 12.07 76 14.91 16Beutel Goodman Global Dividend Fund 824

Jul-95 4.61 9.25 11.41 44 9.95 81 15.73 73 5.35 15.2760 80 17.41 78 13.41 58 12.36 53Beutel Goodman Global Equity Fund 1520

Jul-05 4.77 11.40 13.60 13 12.25 42 17.24 45 5.59 16.8054 60 18.74 68 14.57 41 11.46 64Beutel Goodman World Focus Equity Fund 716

May-05 1.39 8.97 16.58 2 12.28 41 19.27 14 8.27 17.688 43 22.00 28 10.61 90 13.43 36Black Creek Focus Fund 1768

Sep-12 2.28 5.46 10.83 54 11.70 55 14.40 86BMO AM Global Equity Fund 3154

Feb-97 7.70 4.62 10.30 68 11.88 50 16.97 54 3.49 18.5498 24 20.27 46 14.98 28 12.69 47Brandes Canada Global Equity Unit Trust 402

Feb-08 0.89 3.78 14.67 6 15.58 5 19.15 15 20.49 9 23.33 10 17.81 8 15.28 11Burgundy Global (ex Canada) Fund 4972

Jul-05 0.92 5.17 10.93 50 13.72 16 17.60 35 6.11 17.8440 36 20.93 40 17.87 8 13.81 30Burgundy Global Focused Opportunities Fund 3672

Mar-93 3.27 9.98 13.09 22 13.72 16 17.52 37 8.94 17.823 37 19.48 59 16.00 18 15.23 12Burgundy Partners Global Fund 1240

Dec-02 2.12 6.37 13.18 19 13.02 30 18.37 20 7.94 18.2511 30 21.58 32 15.17 26 14.69 23Capital Group Global Equity Fund (class I) 2759

May-13 -3.02 -1.41 7.57 92 9.93 82CGOV Global Equity 92100

Oct-06 6.34 5.31 9.64 76 11.49 58 15.88 69 7.07 15.4218 78 18.69 68 13.16 60 11.99 58CI Signature Global Equity Fund 348

Dec-98 9.65 49.28 6.34 96 1.90 99 2.36 99 4.04 3.5994 99 -6.86 100 -3.28 99 2.51 100CI Signature Global Resource Fund 11

Dec-11 -0.19 -3.05 8.78 86 10.04 80 16.76 56 16.85 58 22.32 23CIBC Global Equity Growth Pool 9984

Nov-96 3.09 3.39 11.03 48 11.01 68 18.13 25 6.66 18.6624 21 22.13 26 16.09 16 15.21 12Connor, Clark & Lunn Global Fund 5642

Dec-96 3.02 3.19 10.93 50 10.94 71 18.01 28 6.55 18.6127 23 22.03 28 16.00 18 15.05 15Connor, Clark & Lunn Group Global Fund 5742

Jan-10 2.85 3.57 8.71 88 8.47 92 14.04 88 15.31 80 16.82 83 12.43 70FGP Global Equity Fund Class B 5246

Feb-15 -2.81 4.21Fidelity Global Low Volatility Institutional Trust 4698

Feb-15 -2.81 4.21Fidelity Global Low Volatility Institutional Trust 4698

May-06 2.87 0.50 9.84 74 11.43 60 17.05 51 5.68 17.2849 52 21.59 32 14.64 38 12.69 47Fidelity Select Global Equity Institutional Trust 7846

Jun-10 2.21 1.26 9.52 78 11.12 66 16.05 67 16.11 71 20.07 51 12.95 62Fidelity Select Global Plus Institutional Trust 7157

Mar-09 -0.79 -2.28 6.60 95 6.10 97 11.74 96 10.36 96 15.55 91 7.59 97 7.60 96Fidelity Select International Plus Institutional Trust 9787

Oct-09 0.12 2.79 12.00 35 13.50 24 18.74 17 19.07 17 23.10 14 18.75 4 17.91 4Fiera Capital Global Equity Fund 5978

Aug-96 2.05 -1.59 5.87 98 7.17 96 13.33 92 5.06 13.6375 92 17.40 79 8.86 94 9.97 82Fiera Capital Global Small Cap Strategy 9460

Feb-08 -0.22 -2.12 7.63 92 9.76 83 15.16 80 13.86 89 19.94 53 12.60 66 10.29 80Franklin Global Growth Corporate Class Fund 9784

Feb-06 2.62 1.62 9.35 80 11.90 48 14.90 84 4.32 15.9190 73 18.48 71 11.96 79 9.50 86GEM Global Equity Pool 6851

Aug-08 5.24 9.58 18.13 1 15.92 4 20.46 4 21.57 4 23.35 10 14.22 46 16.29 8Global Alpha Global Small Cap Fund 1412

Jan-08 -0.97 4.12 10.84 53 9.51 86 14.78 85 15.57 76 17.61 77 9.89 92 8.76 94Greenchip Global Equity Fund 4789



Global Equity


1 quarter

ROR-% PR



May-00 3.00 0.22 13.07 22 14.90 7 18.55 19 6.43 19.3130 14 23.63 8 14.58 40 12.05 56Greystone Global Equity Fund 8243

Jan-11 3.41 2.56 12.22 31 11.90 48 16.18 66 16.81 59 19.86 54 14.84 30Greystone Global Income & Growth Fund 6036

Feb-04 2.27 -0.21 11.12 47 10.21 78 15.79 71 6.73 15.6822 74 20.18 48 11.89 82 12.44 52Gryphon Global Fund 8655

Dec-02 7.42 5.54 12.82 25 13.60 20 15.82 70 4.32 16.6490 63 18.54 70 8.09 96 6.52 98Guardian Global Equity Fund 304

May-10 3.40 -0.20 8.57 88 10.95 70 12.31 94 13.73 90 15.67 90 12.50 68Guardian Global Equity GPS Fund 8636

Jan-11 3.81 8.81 13.31 16 13.44 26 15.60 75 16.98 56 17.36 80Hexavest ACWI Fund 1829

Jun-04 4.10 8.87 14.35 7 14.59 10 16.99 53 7.64 18.8413 19 19.12 64 13.83 50 10.81 70Hexavest World Fund 1826

Aug-09 1.62 -1.38 10.30 69 11.47 59 16.53 60 17.10 54 21.50 34 12.86 63 11.23 66Industrial Alliance Global Equity 9262

Nov-07 -1.01 -1.56 10.82 54 11.88 50 17.15 47 17.63 46 22.35 22 13.75 54 11.46 64Integra Newton Global Equity Fund 9489

Sep-81 0.31 7.11 13.95 10 13.26 28 17.06 50 6.28 17.8636 35 19.70 56 15.44 24 14.09 28Invesco (Trimark Fund) 2476

Jun-07 7.74 14.23 10.53 59 10.81 73 19.84 8 17.80 38 21.28 36 20.03 2 19.81 2Invesco (Trimark Global Small Cap) 42

Dec-13 2.69 3.49 10.43 64 11.28 62Jarislowsky Fraser Global Equity (All Country) Fund 5449

Oct-05 3.52 4.62 11.46 43 12.31 40 17.36 40 6.28 17.3736 50 20.78 42 15.95 20 13.42 37Jarislowsky Fraser Global Equity Fund 4034

Dec-05 4.75 2.23 10.45 63 11.76 54 17.20 46 5.32 17.6662 44 21.28 36 14.00 48 12.49 51JP Morgan Global Intrepid - Canada Fund 6218

Jan-10 4.50 5.71 15.61 4 16.10 1 19.38 12 20.97 6 23.07 14 11.92 80 10.09 81Landry Global Equity Fund 2922

Sep-10 3.75 -0.48 10.40 66 12.92 32 20.04 6 20.78 8 25.80 3 17.28 12Lazard Global Small Cap Equity Canada Fund 8830

Jul-09 -1.86 0.26 7.16 94 9.51 86 13.09 92 13.44 92 16.55 86 11.64 84 9.08 89Lazard Global Thematic Canada Fund 8094

Jul-05 7.44 12.18 11.91 37 10.96 70 17.62 34 5.24 18.0165 33 19.02 65 14.45 45 13.77 30Letko Brosseau RSP International Equity Fund 64

Jul-98 1.27 -0.75 7.88 91 9.16 88 14.88 84 5.09 14.8073 84 19.16 62 13.70 56 11.88 59London Life Global Equity Fund (LC) 9069

Oct-09 -1.07 0.94 11.46 43 12.92 32 18.30 22 18.29 29 23.09 14 18.18 6 16.06 8Mawer Global Equity Fund 7690

Oct-07 -2.72 1.07 15.19 5 14.78 8 24.30 1 22.54 2 30.89 1 22.95 1 24.15 1Mawer Global Small Cap Fund 7596

Aug-02 -1.96 2.49 10.47 62 11.83 52 16.35 63 4.96 16.2383 70 20.09 50 11.49 87 8.83 92MFS Global Equity Growth Fund 6194

Aug-02 1.45 5.20 13.88 10 14.51 11 19.46 10 5.73 20.7746 8 23.32 10 14.54 43 10.71 72MFS Global Equity Value Fund 3664

Jun-96 1.43 2.07 10.56 58 11.18 65 15.68 74 4.99 16.3880 66 19.36 60 12.39 70 9.67 84MFS Global Research Fund 6365

Aug-94 -0.17 1.62 10.35 67 10.25 77 16.77 56 7.14 16.7517 61 20.89 41 14.70 36 14.86 18Montrusco Bolton Global Equity Fund 6883

Jul-13 4.99 4.50 13.27 17 14.08 14Northern Trust Asset Mgmt. Global Equity Fund 4214

Jan-90 5.26 16.77 17.34 1 13.66 18 21.34 2 9.70 23.061 1 22.51 20 15.93 21 14.83 19Orbis Global Equity Fund 312

Sep-02 1.42 1.22 12.06 34 13.44 26 17.32 42 5.00 18.3479 26 21.73 30 12.51 68 10.21 80PH&N Community Value Global Equity Fund 7266

Dec-00 0.39 1.31 12.47 28 14.13 14 17.67 33 5.39 18.6257 22 22.16 25 13.01 61 10.32 79PH&N Global Equity Fund 7076

Dec-06 6.08 10.49 11.72 39 12.12 45 16.42 62 8.45 17.156 54 17.96 75 15.46 24 14.53 25QV Investors Global Equity Fund 1010

Mar-14 2.72 1.10 8.79 85RBC QUBE All Country World Equity Fund 7448

Jun-13 3.34 0.46 10.06 72 12.46 37RBC QUBE Global Equity Fund 7838

Apr-14 0.08 3.56 12.08 33RBC QUBE Low Volatility All Country World Equity Fund 5279



Global Equity


1 quarter

ROR-% PR



Jan-13 1.07 5.03 13.16 20 16.24 1RBC QUBE Low Volatility Global Equity Fund 3771

Nov-14 1.80 5.39 10.48 62Setanta Gl Dividend Fund 3361

Oct-05 3.28 9.66 12.68 26 13.56 22 18.13 25 6.36 19.3532 14 20.35 45 16.04 17 12.63 48Setanta Global Equity Fund 1440

Jun-15 2.21 7.03Setanta Global SRI Fund 2457

Jun-95 6.75 12.47 11.47 42 11.30 62 15.34 77 4.69 16.2886 69 16.07 88 12.06 76 11.66 61Sprucegrove Global (Pension) Pooled Fund 56

Oct-08 -1.13 0.12 10.78 56 13.52 24 17.86 30 17.28 52 22.76 18 14.46 44 12.02 57T. Rowe Price Global Growth Equity Fund 8391

Dec-07 1.39 4.33 9.68 76 12.08 46 16.68 58 16.41 66 19.99 52 16.96 13 13.29 40TD Emerald Global Dividend Pooled Fund Trust 4468

Aug-99 3.91 3.45 11.55 41 12.63 35 17.32 42 5.63 18.1951 31 21.07 39 14.90 29 12.53 50TD Emerald Global Equity Pooled Fund Trust Passive 5527

May-11 2.79 8.47 12.11 32 14.56 10 16.25 64 17.77 40 18.28 74TD Emerald Low Volatility All World Equity PFT 2047

Dec-09 4.10 8.43 13.95 10 16.02 2 17.75 32 20.16 11 20.21 47 17.68 10 14.74 22TD Emerald Low Volatility Global Equity PFT 2026

Jan-92 6.41 1.64 9.02 82 9.28 87 18.34 21 5.15 17.7470 41 22.92 16 15.41 24 13.52 34Templeton Global Equity Trust 668

Mar-89 4.75 10.41 10.20 71 7.63 94 14.24 88 5.74 14.1844 88 15.22 91 6.23 98 10.78 71Templeton Global Smaller Companies Fund 1018

Sep-97 6.34 1.75 8.82 84 9.11 89 18.00 28 5.16 17.5968 48 22.45 20 15.15 26 13.11 42Templeton Global Stock Trust 658

Jan-15 -0.34 -0.20 11.94 37Toron AMI Global Equity Pooled Fund 8686

Nov-08 3.53 6.76 13.67 12 13.58 20 21.14 2 22.36 2 25.02 4 18.50 4 19.22 3Wellington MP (Canada) Global Perspectives Equity 2634

Jul-09 2.55 3.85 12.72 26 11.61 56 15.22 79 15.58 76 18.26 74 5.70 98 6.25 98Wellington MP (Dublin) Opportunistic Themes 4852

Jul-08 0.59 -3.31 10.55 58 11.21 64 19.75 8 18.92 18 26.33 2 13.84 50 13.47 35Wellington MP (Luxembourg) Glb Select Cap App Portfolio 10074

Jun-07 3.62 5.44 13.14 20 12.32 40 17.41 39 18.34 26 20.61 44 12.25 73 12.82 45Wellington MP (Luxembourg) Global Contrarian Equity 3232

Feb-10 2.39 -0.77 10.96 49 12.51 36 19.41 12 19.62 13 25.07 4 16.71 14Wellington MP (Luxembourg) Global Opportunities 9053

Jun-09 4.47 3.49 8.79 85 10.49 75 13.77 90 14.71 84 16.50 86 11.54 86 10.53 74Wellington MP (Luxembourg) Global Value 5422

Fund Count 86 86 83 79 71 38 74 74 70 70

Average Return 2.45 4.84 11.08 11.60 16.51 5.94 16.81 19.33 13.63 12.50

5th Percentile 7.07 12.82 15.10 15.50 20.30 8.56 21.26 24.81 18.35 17.49

1st Quartile 4.14 6.90 12.81 13.48 18.14 6.63 18.46 22.18 15.32 14.53

Median 2.66 3.68 10.93 11.88 17.06 5.66 17.33 20.12 13.83 12.51

3rd Quartile 0.48 1.05 9.74 10.43 15.62 5.06 15.62 18.02 12.11 10.52

95th Percentile -2.36 -1.73 6.76 7.36 12.07 3.93 11.66 12.67 8.35 8.34



US Equity


1 quarter

ROR-% PR



Sep-04 6.18 2.16 10.96 81 15.47 60 20.83 38 8.53 22.5440 44 26.00 16 21.13 18 16.86 34Addenda U.S. Equity Pooled Fund 9145

Jun-57 4.61 4.30 14.81 22 15.20 62 21.45 28 9.98 22.939 36 26.16 13 18.55 52 18.97 14AGF American Growth Class 8278

Jul-13 5.91 6.89 15.44 14 18.85 4Analytic US Low Volatilty Equity Fund 6052

Jan-91 8.32 15.81 16.18 6 19.44 1 22.74 11 10.55 24.616 8 24.53 45 21.25 13 16.52 39Beutel Goodman American Equity Fund 818

Feb-01 6.26 10.02 15.44 14 18.33 14 22.30 17 8.34 23.7746 16 25.57 22 21.80 9 16.87 33BlackRock CDN US Alpha Tilts Non-Taxable Fund 3142

Dec-98 5.93 8.08 14.64 26 17.65 22 21.15 32 8.49 23.1644 30 24.65 37 20.07 36 16.30 47BlackRock CDN US Equity Index Non-Taxable Class A 4550

Oct-98 11.14 17.42 12.10 66 12.93 86 19.85 65 8.22 21.7150 65 20.47 83 17.97 65 19.43 10BlackRock Russell 2000 Index Fund B 53

Dec-98 6.34 8.87 14.60 28 17.26 32 21.57 24 8.86 23.9334 15 24.97 30 20.31 28 17.31 26BlackRock Russell 3000 Index Fund B 3837

May-09 5.10 -0.20 11.99 69 17.55 28 23.11 4 24.83 6 29.74 1 27.84 1 21.99 3Bristol Gate US Equity Strategy Composite 10073

Jun-96 6.48 8.03 15.93 9 18.73 6 21.02 35 9.53 23.0716 34 24.51 46 19.82 39 14.97 73Burgundy American Equity Fund 4735

Jul-05 7.48 13.33 14.73 24 15.05 65 21.88 20 11.03 21.124 74 24.11 51 21.17 16 21.47 4Burgundy U.S. Small/Mid Cap Equity Fund 1524

May-97 9.53 15.24 15.64 11 15.88 50 23.12 4 11.62 22.132 54 25.17 28 21.87 6 23.41 1Burgundy U.S. Smaller Companies Fund 810

Jan-14 5.66 17.71 13.80 45Capital Group U.S. Equity Fund (Canada) (share class I) 458

Aug-01 7.13 9.53 15.01 20 17.43 30 22.47 15 8.98 24.3031 11 25.93 18 21.17 16 17.53 22CC&L Q US Equity Fund 3428

Jun-11 8.76 13.79 12.13 65 14.41 75 20.01 58 22.06 60 21.62 72CI Cambridge American Equity 1213

Dec-11 1.15 0.35 13.11 57 15.51 58 19.51 70 20.91 76 24.84 33CIBC U.S. Equity All Cap Growth Pool 99100

Feb-01 6.28 8.57 14.61 28 17.65 22 21.19 30 8.51 23.2241 28 24.57 42 20.08 34 16.33 45CIBC U.S. Equity S&P 500 Index Pool 4140

Dec-11 10.12 17.69 15.82 10 18.44 10 21.50 26 23.68 19 22.48 62CIBC U.S. Equity Value Pool 47

Mar-88 8.44 11.05 8.42 92 13.29 84 19.88 62 9.39 20.5019 80 22.19 64 22.19 5 16.07 53Duncan Ross Pooled Trust 2216

Jan-03 4.40 2.99 11.66 75 15.76 52 20.20 52 7.39 22.0873 58 24.94 31 18.51 54 15.27 70Fidelity U.S. Large Cap Core Institutional Trust 8980

Jun-11 6.03 8.84 16.19 6 16.53 40 22.41 16 23.61 22 26.05 15Fidelity U.S. Small Mid Cap Core Institutional Trust 3948

Jun-09 3.33 6.51 14.24 34 18.39 12 22.82 8 25.26 4 27.28 5 23.73 2 19.86 6Fiera Capital US Equity ESG Fund 6594

Jul-09 3.42 7.27 14.42 31 18.50 9 22.81 8 25.23 4 27.03 7 23.22 3 19.37 11Fiera Capital US Equity Fund 5693

Nov-93 5.46 7.00 8.51 92 11.51 91 16.70 93 5.91 19.5495 89 19.26 90 18.32 57 15.53 66Foyston Gordon & Payne US Equity Fund 5962

Dec-84 3.94 12.07 13.66 48 15.66 55 18.55 80 8.26 21.2548 73 20.23 85 18.60 51 16.92 30Franklin U.S. Rising Dividends Fund 1885

Dec-97 5.23 6.39 15.10 19 17.89 18 21.20 30 9.08 23.4729 25 25.21 26 18.82 48 16.24 49Greystone US Equity Fund 6770

Jan-05 6.29 8.15 16.79 4 18.77 5 20.49 48 9.32 23.0420 34 23.79 54 17.96 66 15.16 71Greystone US Equity Income & Growth Fund 4438

Dec-02 6.94 5.24 13.06 58 15.97 49 18.51 80 7.73 20.7563 78 22.08 66 16.75 82 14.73 79Guardian US Growth Equity Fund 7130

Jan-83 5.53 1.95 12.11 66 14.79 68 20.15 55 7.17 22.6978 40 25.19 27 17.98 64 16.01 55GWL U.S. Equity Fund 2 9261

Mar-96 5.44 1.92 11.85 72 14.47 74 19.88 61 22.39 50 24.85 33 17.79 68GWL U.S. Equity Fund 3 9263

Dec-00 6.22 4.58 11.49 78 13.51 83 18.30 83 6.12 20.0192 86 22.00 67 14.87 98 13.57 94GWL U.S. Mid Cap Fund 7544

Apr-04 3.79 10.25 15.49 13 18.02 16 19.39 73 9.21 22.3924 50 21.79 70 17.53 73 12.60 99Hexavest US Fund 2886

Oct-98 4.95 4.44 11.82 72 13.81 81 17.53 88 6.39 20.3988 81 21.05 76 16.74 82 14.02 86Highstreet U.S. Equity Fund 8075



US Equity


1 quarter

ROR-% PR



Mar-96 12.25 20.23 21.11 1 18.78 5 25.96 1 12.39 27.911 1 27.43 4 20.40 24 22.07 3Hillsdale US Performance Equity Fund 11

Oct-97 8.96 13.41 13.90 43 16.65 38 20.71 43 7.32 23.6476 20 22.61 60 18.73 50 15.63 63HSBC US Equity Pooled Fund 1412

Jan-07 4.76 1.33 12.47 62 16.29 45 20.20 52 7.61 22.0570 60 25.45 24 18.23 60 14.33 82Industrial Alliance U.S. Equity 9576

Sep-98 5.41 4.73 12.83 59 16.44 42 20.32 50 8.79 22.4436 48 24.57 42 20.42 24 17.45 24Integra US Value Growth Fund 7365

Oct-99 4.51 0.90 9.47 85 15.79 52 20.66 46 10.22 22.488 46 26.18 12 21.83 8 19.26 12Invesco (Trimark US Companies) 9679

Aug-02 11.02 18.01 11.51 78 14.16 80 18.28 84 9.59 19.5612 89 18.35 92 20.17 32 19.50 8Invesco (Trimark US Small Cap) 24

Nov-98 6.59 6.14 14.81 22 17.69 20 21.49 26 8.86 23.3634 26 25.66 21 20.16 32 15.69 61Jarislowsky Fraser US Equity Fund 6834

Nov-07 7.96 7.30 13.56 50 17.62 25 22.72 11 24.40 10 26.91 8 21.03 19 16.74 35JP Morgan US Large Cap 130/30 - Canada Fund 5621

Jun-01 6.28 3.89 8.66 90 11.24 93 18.90 77 6.73 19.8683 87 22.98 57 17.15 77 18.04 19Kingwest US Equity Portfolio 8640

Aug-03 7.26 10.56 17.08 3 18.39 12 25.77 1 7.89 24.6060 8 29.89 1 21.43 11 20.42 5Landry US Equity Fund 2527

Sep-01 11.30 10.24 13.50 53 15.07 64 18.82 78 6.75 21.4282 70 21.07 75 16.57 86 13.85 88Leith Wheeler US Equity Fund 282

Jan-07 8.14 12.87 13.46 54 15.63 55 19.93 59 22.12 55 21.77 70 18.08 63 14.79 78Lincluden U.S. Equity Pooled Fund 1720

Jan-88 8.31 4.91 11.88 71 15.20 62 19.51 70 7.63 21.4069 70 23.47 55 18.56 52 14.59 81London Life US Equity Fund (LC) 7218

Nov-01 5.37 4.46 7.31 94 11.60 90 17.00 91 7.83 18.7561 92 20.36 84 17.37 75 14.83 77London Life US Growth Sectors Fund (LC) 7967

Oct-04 10.56 7.92 9.46 86 12.90 86 18.12 85 6.39 20.9888 76 20.82 79 18.36 56 15.81 59London Life US Value Fund (LC) 496

Dec-10 8.61 9.00 9.82 84 14.27 78 17.42 88 22.59 42 19.62 88 19.40 45Louisbourg US Equity Fund 3714

Jan-98 5.85 7.70 14.18 37 17.18 34 20.69 44 8.09 22.6856 40 24.18 50 19.58 44 15.89 57Manulife AM US Equity Index Pooled 5254

Dec-92 3.06 6.76 13.53 52 16.34 44 20.63 46 9.23 22.5523 44 24.37 47 20.29 28 16.40 42Mawer U.S. Equity Fund 6295

Sep-83 5.16 6.75 13.53 51 16.19 47 20.80 38 8.20 22.2052 53 24.60 41 18.20 60 13.82 89MFS U.S. Equity Core Pension Fund 6272

Dec-85 2.19 4.53 13.67 48 14.45 74 19.84 66 9.09 21.4428 68 24.01 52 17.11 78 15.48 67Montrusco Bolton U.S. Equity Fund 7698

Dec-99 2.22 0.89 3.29 100 3.13 100 12.10 100 9.53 12.6015 100 15.09 100 15.96 93 22.66 1Pembroke US Growth Fund 9698

Sep-64 5.66 4.11 8.62 90 12.57 88 17.11 90 6.14 18.9192 92 20.61 81 17.68 70 14.27 83PH&N U.S. Equity Fund 8358

Jun-10 7.42 8.18 13.87 44 16.43 42 19.77 67 21.96 63 22.85 58 17.64 72PH&N U.S. Multi-Style All-Cap Equity Fund 4325

Sep-12 7.74 4.00 10.91 81 14.22 79 20.19 84Principal US Value Equity Fund 8422

Feb-92 5.76 7.62 14.13 38 16.79 36 22.00 19 8.07 23.7756 16 25.89 18 21.18 14 17.49 23Scheer Rowlett & Associates US Equity Fund 5356

Jul-97 9.76 13.90 14.01 41 15.48 59 19.46 72 6.64 20.1985 84 20.90 78 16.57 86 13.13 97SEAMARK US Equity Pooled Fund 109

Nov-99 5.38 3.57 11.61 76 14.61 71 20.17 55 7.67 21.5066 67 24.72 35 20.07 35 16.87 32SEI U.S. Large Company Equity Fund 8766

Jan-99 3.65 10.69 5.84 97 8.39 98 14.31 98 5.61 13.99100 98 15.24 98 15.05 98 14.93 74SEI US Large Cap Index Fund Hedged 2490

Nov-99 6.93 9.70 14.13 38 14.67 70 19.88 62 5.85 22.0296 62 22.57 60 16.62 85 16.95 30SEI US Small Company Equity Fund 3330

Oct-07 5.31 7.14 15.32 17 17.87 18 21.67 22 23.60 22 25.60 22 20.31 28 16.50 39T. Rowe Price Institutional US Structured Research Fund 5869

Aug-97 5.84 7.66 14.24 34 17.26 32 20.74 41 8.13 22.7454 38 24.25 49 19.67 42 15.91 56TD Emerald U.S. Market Index Fund 5254

Dec-10 3.70 11.34 5.99 96 8.67 96 14.70 96 14.34 96 15.55 96 15.75 94TD Emerald Hedged U.S. Equity PFT II 2089

Aug-97 3.61 11.13 5.72 98 8.35 98 14.36 98 5.75 13.9798 98 15.19 98 15.46 96 15.36 69TD Emerald Hedged U.S. Market Index Pooled Fund 2291



US Equity


1 quarter

ROR-% PR



Dec-93 5.94 8.04 14.60 28 17.62 25 21.12 34 8.49 23.1243 32 24.63 39 20.05 36 16.28 48TD Emerald Pooled US Fund Passive 4750

Oct-06 4.23 13.76 8.90 88 11.11 94 16.45 94 7.09 17.0579 94 17.14 94 16.65 84 16.41 42TD Emerald Systematic Alpha Hedged U.S. Equity Pooled Fund 1282

Nov-01 6.59 10.27 17.50 2 20.11 1 22.87 6 9.54 25.9314 2 26.24 11 20.91 20 17.07 29TD Emerald Systematic Alpha U.S. Equity Pooled Fund 2834

Jan-05 6.12 9.37 12.26 64 14.73 68 19.13 75 7.68 22.1066 57 21.70 71 16.16 91 13.28 96Tetrem US Equity Value 3546

Jul-96 4.27 6.43 12.48 62 16.70 37 20.77 40 7.35 23.1974 29 24.64 38 19.40 45 14.94 74UBS (Canada) American Equity Fund 6682

Jun-94 3.73 4.49 14.25 34 17.60 27 22.65 13 9.14 24.1226 13 27.66 4 21.89 6 17.62 21Wellington MP (Luxembourg) US Research Equity Portfolio 7888

Fund Count 72 72 72 71 69 55 70 75 73 74

Average Return 6.24 8.20 12.85 15.51 20.14 8.25 21.89 23.19 19.00 16.41

5th Percentile 10.74 17.35 16.51 18.78 22.99 10.71 25.02 27.30 22.21 20.65

1st Quartile 7.42 10.56 14.67 17.62 21.52 9.18 23.45 25.34 20.38 17.39

Median 5.94 7.81 13.55 15.88 20.32 8.22 22.39 24.18 18.73 16.20

3rd Quartile 4.89 4.59 11.67 14.42 19.14 7.33 21.03 21.11 17.35 14.91

95th Percentile 3.14 1.19 6.79 9.87 15.54 5.91 15.77 16.52 15.61 13.43



US Large Cap


1 quarter

ROR-% PR



Jan-91 8.32 15.81 16.18 15 19.44 7 22.74 12 10.55 24.611 8 24.53 48 21.25 12 16.52 22Beutel Goodman American Equity Fund 18

Feb-01 6.26 10.02 15.44 25 18.33 22 22.30 20 8.34 23.7741 22 25.57 24 21.80 4 16.87 14BlackRock CDN US Alpha Tilts Non-Taxable Fund 3636

Dec-98 5.93 8.08 14.64 34 17.65 37 21.15 32 8.49 23.1636 32 24.65 36 20.07 37 16.30 30BlackRock CDN US Equity Index Non-Taxable Class A 4544

May-09 5.10 -0.20 11.99 68 17.55 48 23.11 4 24.83 4 29.74 2 27.84 1 21.99 1Bristol Gate US Equity Strategy Composite 10074

Jun-96 6.48 8.03 15.93 18 18.73 14 21.02 40 9.53 23.078 39 24.51 52 19.82 45 14.97 78Burgundy American Equity Fund 5029

Jan-03 4.40 2.99 11.66 74 15.76 63 20.20 56 7.39 22.0873 61 24.94 28 18.51 59 15.27 70Fidelity U.S. Large Cap Core Institutional Trust 9678

Nov-93 5.46 7.00 8.51 88 11.51 86 16.70 84 5.91 19.5491 81 19.26 84 18.32 63 15.53 59Foyston Gordon & Payne US Equity Fund 6763

Jan-05 6.29 8.15 16.79 7 18.77 12 20.49 52 9.32 23.0414 42 23.79 64 17.96 70 15.16 74Greystone US Equity Income & Growth Fund 4234

Apr-04 3.79 10.25 15.49 23 18.02 26 19.39 76 9.21 22.3918 54 21.79 72 17.53 77 12.60 100Hexavest US Fund 3286

Nov-98 6.59 6.14 14.81 30 17.69 32 21.49 28 8.86 23.3627 27 25.66 20 20.16 30 15.69 51Jarislowsky Fraser US Equity Fund 7824

Nov-07 7.96 7.30 13.56 56 17.62 44 22.72 16 24.40 15 26.91 8 21.03 19 16.74 18JP Morgan US Large Cap 130/30 - Canada Fund 6315

Aug-03 7.26 10.56 17.08 4 18.39 19 25.77 1 7.89 24.6059 10 29.89 1 21.43 8 20.42 1Landry US Equity Fund 2619

Jan-88 8.31 4.91 11.88 70 15.20 70 19.51 68 7.63 21.4068 72 23.47 68 18.56 56 14.59 85London Life US Equity Fund (LC) 8210

Sep-83 5.16 6.75 13.53 58 16.19 59 20.80 44 8.20 22.2046 58 24.60 44 18.20 66 13.82 96MFS U.S. Equity Core Pension Fund 7471

Dec-85 2.19 4.53 13.67 52 14.45 77 19.84 64 9.09 21.4422 69 24.01 60 17.11 81 15.48 63Montrusco Bolton U.S. Equity Fund 85100

Sep-64 5.66 4.11 8.62 86 12.57 82 17.11 80 6.14 18.9187 84 20.61 80 17.68 74 14.27 89PH&N U.S. Equity Fund 8958

Nov-12 5.66 10.70 16.34 12 19.69 4 22.91 46RBC QUBE Low Volatility U.S. Equity Fund 2056

Jun-13 8.34 6.80 13.23 62 17.69 30RBC QUBE U.S. Equity Fund 714

Feb-92 5.76 7.62 14.13 44 16.79 55 22.00 24 8.07 23.7754 20 25.89 16 21.18 14 17.49 4Scheer Rowlett & Associates US Equity Fund 5852

Jul-97 9.76 13.90 14.01 48 15.48 67 19.46 72 6.64 20.1982 77 20.90 76 16.57 88 13.13 98SEAMARK US Equity Pooled Fund 41

Nov-99 5.38 3.57 11.61 76 14.61 74 20.17 60 7.67 21.5064 66 24.72 32 20.07 34 16.87 12SEI U.S. Large Company Equity Fund 9366

Jan-99 3.65 10.69 5.84 96 8.39 97 14.31 100 5.61 13.99100 97 15.24 96 15.05 100 14.93 80SEI US Large Cap Index Fund Hedged 2293

Aug-97 5.84 7.66 14.24 41 17.26 52 20.74 48 8.13 22.7450 50 24.25 56 19.67 51 15.91 44TD Emerald U.S. Market Index Fund 5648

Dec-10 3.70 11.34 5.99 94 8.67 94 14.70 92 14.34 93 15.55 92 15.75 93TD Emerald Hedged U.S. Equity PFT II 1289



US Large Cap


1 quarter

ROR-% PR



Aug-97 3.61 11.13 5.72 100 8.35 100 14.36 96 5.75 13.9796 100 15.19 100 15.46 96 15.36 67TD Emerald Hedged U.S. Market Index Pooled Fund 1596

Dec-93 5.94 8.04 14.60 36 17.62 42 21.12 36 8.49 23.1232 34 24.63 40 20.05 40 16.28 33TD Emerald Pooled US Fund Passive 4842

Oct-06 4.23 13.76 8.90 82 11.11 88 16.45 88 7.09 17.0577 88 17.14 88 16.65 86 16.41 26TD Emerald Systematic Alpha Hedged U.S. Equity Pooled Fund 681

Nov-01 6.59 10.27 17.50 1 20.11 1 22.87 8 9.54 25.936 1 26.24 12 20.91 22 17.07 8TD Emerald Systematic Alpha U.S. Equity Pooled Fund 3024

Fund Count 28 28 28 28 26 23 27 26 28 28

Average Return 5.84 8.21 12.92 15.84 20.02 7.98 21.57 23.21 19.24 15.74

5th Percentile 8.33 13.85 16.98 19.60 23.05 9.60 24.76 28.94 21.67 17.34

1st Quartile 6.59 10.59 15.44 18.10 21.88 8.97 23.56 25.41 20.62 16.44

Median 5.80 8.04 13.84 17.40 20.61 8.13 22.74 24.52 19.71 15.71

3rd Quartile 4.92 6.59 11.65 14.58 19.40 7.24 20.79 21.12 17.64 15.11

95th Percentile 3.63 3.20 5.89 8.49 14.45 5.76 14.10 15.32 15.56 13.90



US Large/Mid Cap


1 quarter

ROR-% PR



Sep-04 6.18 2.16 10.96 83 15.47 58 20.83 26 8.53 22.5423 50 26.00 15 21.13 16 16.86 25Addenda U.S. Equity Pooled Fund 8424

Feb-01 6.28 8.57 14.61 1 17.65 17 21.19 17 8.51 23.2232 18 24.57 47 20.08 38 16.33 41CIBC U.S. Equity S&P 500 Index Pool 118

Jun-09 3.33 6.51 14.24 16 18.39 8 22.82 1 25.26 1 27.28 1 23.73 1 19.86 1Fiera Capital US Equity ESG Fund 3491

Jul-09 3.42 7.27 14.42 8 18.50 1 22.81 8 25.23 8 27.03 7 23.22 7 19.37 8Fiera Capital US Equity Fund 1784

Dec-02 6.94 5.24 13.06 34 15.97 50 18.51 76 7.73 20.7555 83 22.08 70 16.75 94 14.73 82Guardian US Growth Equity Fund 509

Jan-83 5.53 1.95 12.11 58 14.79 67 20.15 58 7.17 22.6977 34 25.19 23 17.98 62 16.01 50GWL U.S. Equity Fund 2 9234

Mar-96 5.44 1.92 11.85 68 14.47 75 19.88 66 22.39 66 24.85 31 17.79 69GWL U.S. Equity Fund 3 10042

Oct-98 4.95 4.44 11.82 74 13.81 83 17.53 92 6.39 20.39100 91 21.05 78 16.74 100 14.02 92Highstreet U.S. Equity Fund 7466

Sep-98 5.41 4.73 12.83 42 16.44 34 20.32 50 8.79 22.4411 59 24.57 52 20.42 24 17.45 17Integra US Value Growth Fund 5950

Nov-01 5.37 4.46 7.31 100 11.60 100 17.00 100 7.83 18.7545 100 20.36 92 17.37 77 14.83 75London Life US Growth Sectors Fund (LC) 6858

Oct-04 10.56 7.92 9.46 92 12.90 92 18.12 83 6.39 20.9890 76 20.82 84 18.36 54 15.81 58London Life US Value Fund (LC) 81

Dec-92 3.06 6.76 13.53 25 16.34 41 20.63 41 9.23 22.551 42 24.37 60 20.29 31 16.40 34Mawer U.S. Equity Fund 25100

Jul-96 4.27 6.43 12.48 50 16.70 26 20.77 33 7.35 23.1967 24 24.64 39 19.40 48 14.94 68UBS (Canada) American Equity Fund 4075

Fund Count 13 13 13 13 13 10 13 14 14 13

Average Return 5.44 5.26 12.21 15.62 20.04 7.79 22.34 23.78 19.33 16.18

5th Percentile 8.39 8.18 14.49 18.43 22.81 9.03 25.24 27.12 23.40 19.57

1st Quartile 6.14 6.78 13.54 16.74 20.85 8.53 23.16 25.11 20.39 16.87

Median 5.41 5.24 12.48 15.97 20.32 7.78 22.54 24.57 19.01 16.01

3rd Quartile 4.26 4.31 11.77 14.45 18.57 7.22 21.05 21.31 17.47 14.83

95th Percentile 3.22 1.94 8.60 12.38 17.32 6.39 19.73 20.27 16.75 13.91



US Small Cap


1 quarter

ROR-% PR



Oct-98 11.14 17.42 12.10 58 12.93 85 19.85 56 8.22 21.7171 43 20.47 71 17.97 50 19.43 62BlackRock Russell 2000 Index Fund B 2815

Jul-05 7.48 13.33 14.73 29 15.05 29 21.88 28 11.03 21.1228 57 24.11 28 21.17 12 21.47 37Burgundy U.S. Small/Mid Cap Equity Fund 5758

May-97 9.53 15.24 15.64 15 15.88 15 23.12 15 11.62 22.1314 16 25.17 15 21.87 1 23.41 1Burgundy U.S. Smaller Companies Fund 4343

Dec-00 6.22 4.58 11.49 84 13.51 71 18.30 72 6.12 20.0186 72 22.00 57 14.87 100 13.57 100GWL U.S. Mid Cap Fund 8685

Mar-96 12.25 20.23 21.11 1 18.78 1 25.96 1 12.39 27.911 1 27.43 1 20.40 26 22.07 25Hillsdale US Performance Equity Fund 11

Aug-02 11.02 18.01 11.51 72 14.16 57 18.28 84 9.59 19.5644 85 18.35 86 20.17 36 19.50 50Invesco (Trimark US Small Cap) 1528

Dec-99 2.22 0.89 3.29 100 3.13 100 12.10 100 9.53 12.6056 100 15.09 100 15.96 87 22.66 13Pembroke US Growth Fund 100100

Nov-99 6.93 9.70 14.13 42 14.67 43 19.88 44 5.85 22.02100 28 22.57 43 16.62 75 16.95 84SEI US Small Company Equity Fund 7171

Fund Count 8 8 8 8 8 8 8 8 9 9

Average Return 8.35 12.43 13.00 13.51 19.92 9.29 20.89 21.90 18.52 19.65

5th Percentile 11.86 19.45 19.20 17.76 24.96 12.12 25.89 26.64 21.59 23.11

1st Quartile 11.05 17.57 14.96 15.26 22.19 11.18 22.05 24.38 20.42 22.07

Median 8.51 14.29 13.12 14.41 19.86 9.56 21.42 22.28 17.97 19.50

3rd Quartile 6.75 8.42 11.50 13.36 18.30 7.69 19.90 19.94 16.63 18.31

95th Percentile 3.62 2.18 6.16 6.56 14.26 5.95 15.04 16.23 15.31 14.68



North American Equity


1 quarter

ROR-% PR



Feb-08 6.97 6.55 5.78 84 11.99 34 21.82 1 21.07 1 25.96 1 25.86 1 23.79 1BloombergSen Partners Fund 8333

Jul-95 7.24 12.94 9.04 66 10.13 68 14.04 82 6.85 14.87100 82 14.31 80 12.12 50 13.68 33Kingwest Avenue Portfolio 3318

Jan-12 6.04 10.72 10.63 34 10.07 82 15.17 50 16.00 50 16.31 40Manitou Dividend Growth Fund 6682

Jan-00 6.49 11.63 13.17 1 11.59 50 16.82 33 9.45 19.0325 33 18.15 20 15.75 17 16.73 17Manitou Equity Fund 5050

Aug-97 6.34 13.32 10.05 50 12.72 17 14.45 67 7.67 15.0075 68 14.73 60 12.43 34 10.39 50Nexus North American Equity Fund 1766

May-05 9.79 15.23 12.47 16 15.67 1 17.43 18 11.03 20.941 16 17.98 22 16.20 16 13.01 37Patient Capital Special Opportunities Fund 11

Jan-06 -3.83 -3.14 5.71 100 2.40 100 -3.35 100 8.14 -2.6450 100 -3.40 100 -4.80 100 0.40 100Perennial Equity Portfolio 100100

Fund Count 7 7 7 7 7 5 7 6 7 7

Average Return 5.58 9.61 9.55 10.65 13.77 8.63 14.90 14.34 9.81 10.25

5th Percentile 9.02 14.66 12.96 14.79 20.50 10.72 21.03 24.01 22.83 21.67

1st Quartile 7.11 13.13 11.55 12.36 17.12 9.45 19.99 17.69 14.09 15.20

Median 6.49 11.63 10.05 11.59 15.17 8.14 16.00 15.52 12.12 10.39

3rd Quartile 6.19 8.64 7.41 10.10 14.24 7.66 14.94 14.42 3.65 3.40

95th Percentile -0.87 -0.23 5.73 4.70 1.87 7.01 2.61 1.03 -2.55 1.28



Non North American Equity


1 quarter

ROR-% PR



Nov-97 1.78 -1.88 10.22 17 8.13 29 13.15 45 0.06 13.8898 22 17.25 54 6.39 94 4.83 100AB Intl Value Equity (Cap-Weighted, Unhedged) 5221

Oct-00 2.72 2.06 11.44 12 9.71 9 14.71 26 2.01 15.0388 14 18.11 38 9.90 36 10.30 34Acadian Core International Equity Fund 1616

Apr-12 -1.16 -2.57 8.61 44 7.17 46 13.54 25Addenda EAFE Equity Pooled Fund 7374

Apr-98 -4.93 -2.43 9.12 35 7.75 33 13.85 34 4.60 12.9320 36 18.33 33 9.92 34 11.24 20Baillie Gifford Overseas Fund 6794

Oct-93 1.58 3.45 7.45 72 3.45 99 9.97 98 0.65 7.1796 100 11.67 98 6.24 95 7.16 93Beutel Goodman International Equity Fund 1124

Sep-08 1.55 0.87 12.76 7 8.35 26 19.22 2 15.86 8 24.30 2 12.66 9 15.10 2Black Creek International Equity Fund 1826

Jul-05 1.33 -2.28 7.89 58 6.53 62 12.76 69 2.37 12.2380 55 16.87 62 9.03 64 8.60 66BlackRock CDN MSCI EAFE Equity Index Class A 5830

Feb-97 2.31 -2.75 9.60 26 8.70 18 15.56 10 3.38 15.8138 8 20.65 7 11.42 24 10.74 27BlackRock International Alpha Tilts Fund B 7718

Jul-96 4.95 4.27 10.60 14 8.59 22 14.19 29 3.23 15.3651 11 16.81 66 9.70 40 8.32 71Brandes Canada International Equity Unit Trust 98

Jul-05 -5.44 0.81 15.27 3 13.45 3 17.44 6 7.82 17.341 4 22.01 4 14.39 2 14.36 6Burgundy EAFE Equity Fund 1998

Jan-01 -1.48 3.06 7.11 81 5.13 94 12.30 88 1.64 10.5392 89 14.74 84 7.22 91 8.17 77Capital Group International Equity Fund (class I) 1276

Oct-02 -6.87 -13.04 4.88 98 5.84 81 12.43 78 5.03 10.6112 88 19.89 10 11.98 16 10.08 36CIBC EAFE Equity Pool 100100

Mar-98 1.28 -2.40 7.75 62 6.30 72 12.41 79 2.38 11.8678 64 16.45 73 8.62 74 8.24 75CIBC International Equity Index Pool 6434

Jan-02 0.99 0.54 8.80 41 7.41 36 15.03 16 4.74 14.5716 16 18.97 22 11.33 26 11.95 13Connon, Clark and Lunn Q International Equity Fund 2538

Sep-01 -0.50 -5.44 7.31 77 5.18 88 12.80 65 2.88 11.6458 72 17.88 42 9.28 51 10.02 38Fidelity International Growth Institutional Trust 8962

Feb-03 0.07 -5.37 6.40 89 5.30 85 12.66 74 2.42 11.1775 79 17.68 44 9.61 42 9.83 40Fidelity Select International Equity Institutional Trust 8856

Mar-09 -0.79 -2.28 6.60 88 6.11 78 11.75 92 10.36 91 15.56 82 7.59 89 7.60 90Fidelity Select International Plus Institutional Trust 5972

Jan-10 -2.47 -1.87 9.67 25 8.96 14 15.23 13 13.14 33 19.95 10 13.30 4 14.64 4Fiera Capital International Equity ESG Fund 5186

Jan-10 -2.93 -2.64 9.23 33 8.44 25 14.80 22 12.62 42 19.63 13 13.01 6 14.53 4Fiera Capital International Equity Fund 7588

Nov-93 -3.40 -1.85 5.87 93 5.18 89 10.41 97 2.84 9.5562 96 13.71 90 7.75 87 7.86 85Foyston Gordon & Payne International Equity Fund 5089

Dec-09 -0.61 2.58 21.49 1 16.37 1 21.55 1 21.86 1 26.82 1 11.71 22 15.71 1Global Alpha Small Cap EAFE Fund 1467

Jul-08 -0.26 -2.30 10.27 16 9.58 10 14.73 25 14.02 20 19.43 16 11.88 18 10.99 23Greystone International Equity Fund 6158

Apr-08 0.29 -4.65 9.01 38 6.47 68 13.02 53 12.32 52 17.93 41 12.14 13 12.75 8Greystone International Income & Growth Fund 8649

Aug-02 0.31 -2.89 9.77 23 6.86 57 13.10 47 4.58 12.1222 58 17.49 49 7.87 86 9.83 40Gryphon EuroPac Fund 7848

Dec-04 3.08 -2.16 9.93 20 8.64 21 13.74 36 3.53 12.6932 40 18.11 38 6.01 99 5.83 98Guardian International Equity Fund 5614

Jul-94 0.90 0.23 7.68 65 6.30 72 12.33 87 3.38 10.6740 86 15.58 81 9.25 53 9.02 56GWL International Equity Fund 13.01JPMF 3041

Jan-94 -0.69 -3.99 7.46 71 6.91 53 12.98 56 2.85 11.9760 62 17.67 44 9.44 45 8.97 60GWL International Equity Investment Fund 1 8470

Apr-04 1.30 0.62 9.51 28 7.93 32 12.69 72 4.12 12.9626 36 15.92 76 9.21 56 7.97 82Hexavest EuroPac Fund 2233

Jan-06 -0.66 -6.43 5.58 95 3.43 100 9.47 100 -0.05 8.45100 98 13.85 88 6.00 100 8.95 62Highstreet International Equity A Fund 9469

Dec-08 -2.10 -5.60 8.37 54 6.93 50 13.23 42 12.47 46 18.50 30 8.62 73 9.40 45Industrial Alliance International Equity 9083

Apr-93 -2.12 -7.97 6.12 91 6.48 64 12.99 56 2.46 11.3774 76 18.94 23 9.32 50 8.63 64Integra International Equity Fund 9784

Jul-00 -2.06 -3.68 6.88 84 8.15 28 13.89 32 5.01 13.4612 26 18.76 28 12.81 7 12.61 10Invesco (Growth) 8281

Oct-99 -5.15 5.34 12.81 6 13.73 2 18.22 4 5.10 17.919 2 21.68 5 14.74 1 12.73 8Invesco (Trimark International Companies) 695





1 quarter

ROR-% PR



Apr-95 0.13 -1.15 7.55 67 6.16 77 13.03 50 3.81 11.3029 77 16.88 62 12.10 14 11.71 16Jarislowsky Fraser International Equity Fund 4554

Mar-82 0.24 -1.11 7.43 74 6.21 76 12.33 86 3.17 10.8953 83 15.97 76 9.46 44 8.97 60JP Morgan Equity International Investment Trust 4451

Jul-08 2.08 -2.46 8.99 38 7.31 43 13.94 31 13.37 28 18.46 31 9.16 58 9.49 44JP Morgan Intrepid International - Canada Fund 7019

Apr-95 5.30 7.96 8.56 47 7.40 38 12.38 83 3.42 11.6734 70 13.51 92 8.64 72 10.53 30Leith Wheeler International Equity Fund 12

Dec-06 -0.50 -2.40 7.85 59 6.48 66 13.26 42 3.25 11.8749 64 17.55 48 8.07 82 8.12 79Lincluden International Equity Pooled Fund 6462

Jul-91 0.88 0.31 7.94 57 6.48 65 12.38 82 3.34 10.8143 84 15.62 80 9.20 56 9.00 57London Life International Equity Fund (Fleming) 2842

Feb-11 5.28 0.62 5.22 97 3.81 97 11.13 94 10.09 94 13.92 86Louisbourg EAFE Fund 224

Nov-87 -5.22 -1.91 9.41 30 9.81 8 14.77 23 5.91 13.233 32 19.37 17 11.81 20 11.65 18Mawer International Equity Fund 5496

Jul-99 0.13 -2.55 8.52 49 6.81 59 12.91 59 3.31 11.6946 68 17.14 56 9.41 47 8.53 68MFS International Equity Fund 7254

Feb-90 -0.56 -8.21 6.71 86 5.17 91 13.03 52 2.71 11.1067 80 19.06 20 9.96 32 10.82 26NS Partners International Equity Fund 9865

Dec-00 -4.22 -6.48 7.22 79 6.93 50 12.80 66 2.20 11.4785 74 18.21 35 6.20 96 5.95 96PH&N Overseas Equity Pension Trust 9491

Aug-00 -0.46 0.21 12.57 10 7.34 41 14.90 19 3.08 13.3355 30 18.90 24 8.69 69 10.94 24Pictet International Equity Fund LLC 3160

May-95 -1.46 -0.76 7.52 68 8.68 19 12.87 61 5.19 12.337 52 16.57 69 12.32 11 10.64 29Pyrford International Equity Fund 3976

Feb-92 0.96 0.45 8.71 42 7.32 42 14.93 18 4.68 14.4718 17 18.86 26 11.24 26 11.88 13Scheer Rowlett EAFE Fund 2638

Aug-97 0.52 -3.32 8.48 51 6.86 57 12.83 63 1.69 12.5492 44 17.27 53 8.52 78 9.14 51SEI EAFE Equity Fund 8145

Dec-03 1.56 6.98 15.72 2 11.83 5 17.84 5 5.44 17.405 4 20.73 7 11.27 26 10.62 29Setanta EAFE Equity Fund 326

Sep-04 0.62 -0.45 12.68 9 8.82 16 15.69 10 3.34 15.0244 14 20.12 9 11.03 28 9.60 42Setanta European Equity Fund 3644

Apr-85 5.30 7.96 8.57 46 7.40 37 12.38 82 3.42 11.6734 69 13.51 92 8.64 72 10.53 31Sprucegrove Canadian International Pooled Fund 12

Oct-10 1.43 0.06 8.43 53 7.10 47 13.65 37 12.71 40 17.32 51 10.47 29T. Rowe Price Institutional International Core Equity 3328

Sep-89 -1.94 -0.43 9.31 32 9.14 13 13.32 40 4.15 12.4426 48 17.04 58 9.05 62 9.19 50T. Rowe Price Institutional International Growth Equity 3680





1 quarter

ROR-% PR



Jun-99 7.10 5.36 4.71 100 5.12 94 11.59 92 2.09 10.2187 93 13.20 96 8.78 68 8.29 73TD Emerald Hedged International Equity Idx Fund Pooled Fund 61

Jul-95 1.31 -2.45 7.75 62 6.42 70 12.69 72 2.33 12.1382 58 16.82 66 9.01 64 8.61 66TD Emerald International Equity Index Fund Passive 6932

Jan-94 5.14 -1.10 9.92 20 6.89 54 15.10 14 2.67 14.0668 20 19.55 14 9.88 36 9.11 52Templeton EAFE Developed Markets Fund 437

Nov-90 3.41 -1.03 7.05 82 5.25 86 12.79 67 2.79 12.1864 56 16.54 70 9.58 42 9.22 49Templeton International Equity Trust 4112

Jul-93 3.57 -1.29 7.40 75 5.51 83 13.07 48 2.54 12.4871 46 16.97 60 9.52 43 9.08 53Templeton International Stock Trust 4712

Fund Count 58 58 58 58 57 46 58 58 56 67

Average Return 0.20 -1.20 8.89 7.41 13.65 3.29 12.72 17.40 9.72 9.68

5th Percentile 5.26 5.94 13.69 11.99 17.91 5.40 17.05 21.58 13.10 14.47

1st Quartile 1.56 0.52 9.66 8.43 14.74 4.18 13.56 18.89 11.35 10.88

Median 0.26 -1.86 8.50 6.93 13.03 3.24 12.39 17.41 9.30 9.19

3rd Quartile -1.34 -2.63 7.40 6.24 12.60 2.43 11.40 16.16 8.61 8.24

95th Percentile -5.13 -7.01 5.51 4.65 10.94 0.94 9.92 13.25 6.25 6.50



Emerging Markets


1 quarter

ROR-% PR



Feb-06 -3.10 9.29 6.87 40 7.21 46 9.11 28 8.56 5.571 60 9.06 24 5.76 13 9.15 1Aberdeen Canada-Emerging Markets Fund 3264

Jun-08 -2.85 7.49 4.37 84 5.65 71 5.79 91 2.79 96 5.37 91 1.58 69 4.08 40AGF Emerging Markets Pooled Fund 5256

Feb-02 -1.16 10.89 7.47 24 7.53 34 9.84 18 5.80 7.5413 22 9.57 15 5.51 18 7.52 7BlackRock Emerging Markets Opportunities Fund B 1616

Jul-00 -2.26 7.20 4.55 76 5.20 76 7.23 68 3.63 5.5863 58 7.24 62 2.03 56 4.20 34BlackRock MSCI Emerging Markets Fund B 6048

Apr-10 -6.06 6.10 5.19 68 8.68 20 10.98 13 7.34 30 12.23 9 9.38 1Burgundy Emerging Markets Fund 6896

Jun-13 -1.56 9.36 8.28 16 9.74 5CC&L Q Emerging Markets Equity Fund 2832

Jun-11 -1.30 3.15 2.87 92 4.16 87 7.04 77 4.60 80 8.04 56CI Signature Emerging Markets Fund 8824

Jun-86 -1.92 6.55 4.51 80 3.51 92 6.13 87 3.36 4.6076 82 6.03 82 -0.04 100 2.31 87CII Emerging Markets Growth Fund 6436

Apr-09 0.36 14.11 9.85 12 7.99 29 9.24 23 7.44 26 8.05 53 3.11 37 5.99 14FGP Emerging Markets Equity Fund 81

Dec-07 -4.21 4.51 6.11 60 7.15 50 7.58 55 6.60 40 8.36 43 0.48 94 1.97 93Fidelity Emerging Markets Equity Institutional Trust 7680

Mar-09 -3.32 8.74 7.06 32 8.76 18 9.07 31 7.91 18 9.15 20 1.80 63 1.11 100Fidelity Select Emerging Markets Equity Institutional Trust 3668

Apr-12 -4.82 -0.46 0.22 100 0.49 100 4.55 100 2.51 100 5.85 85Glovista Emerging Markets Equity Fund 10084

Jan-11 -2.56 3.69 2.76 96 3.16 95 4.95 96 3.54 88 5.27 94Hexavest Emerging Markets Fund 8052

Oct-10 -6.16 3.04 4.93 72 5.05 79 7.50 59 5.01 74 8.65 38 2.66 44Integra Emerging Markets Equity Fund 92100

Aug-14 -5.29 10.89 11.06 4Invesco Select Emerging Markets Equity 2092

Jan-10 -3.00 11.56 6.85 44 7.22 42 8.08 50 6.11 52 7.23 66 2.04 50 2.91 72JP Morgan Emerging Markets Equity - Canada Fund 1260

Feb-11 -0.33 19.68 12.61 1 10.68 1 11.90 4 10.77 5 10.04 13Letko Brosseau Emerging Markets Equity Fund 48

Jan-11 -3.59 5.65 7.56 20 8.38 25 12.10 1 10.36 8 13.78 1NS Partners Emerging Markets 7276

Dec-09 -5.20 3.39 6.36 56 9.71 8 11.31 9 9.11 13 13.38 4 6.86 6 5.61 22RBC Emerging Markets Equity Fund 8488

Jan-95 -2.19 7.44 6.51 52 6.14 59 8.61 37 5.42 6.1525 48 8.90 29 3.54 30 3.99 46Schroder Emerging Market Fund (Canada) 5644

Aug-97 -2.04 10.07 6.78 48 6.31 55 8.54 44 3.30 6.9186 35 8.16 48 1.41 76 2.94 54SEI Emerging Markets Equity Fund 2440

Nov-99 -1.19 8.20 5.73 64 6.12 62 7.00 81 2.72 5.07100 70 6.71 76 1.36 81 2.91 60SSGA Daily Active Emg Mkt Sec Lending Cmn Trust Fund 4020

Apr-07 -0.94 7.51 3.12 88 4.79 83 7.07 74 3.44 90 6.96 71 3.62 26 5.90 20SSGA Emg Mkts Alpha Select Sec Lending Common Trust Fund 4812



Emerging Markets


1 quarter

ROR-% PR



Nov-00 -0.19 20.27 7.29 28 7.28 38 7.46 63 4.18 5.5050 64 4.48 100 0.69 92 2.88 80Templeton Emerging Markets Fund (Canada) 14

Nov-12 -1.32 0.59 9.87 8 9.57 12 14.95 1Triasima ACWE 9628

Apr-05 -3.58 7.61 7.00 36 5.92 67 8.56 42 4.33 6.4738 43 8.79 33 1.30 86 2.91 67Wellington MP (Dublin) Emg Markets Equity Portfolio 4472

Fund Count 26 26 26 25 23 9 24 22 17 16

Average Return -2.68 7.94 6.38 6.66 8.25 4.59 6.49 8.24 3.08 4.11

5th Percentile -0.22 18.28 10.77 9.76 11.82 7.45 10.86 13.26 7.36 7.92

1st Quartile -1.30 9.89 7.43 8.37 9.17 5.39 7.47 9.02 3.76 5.25

Median -2.41 7.50 6.65 7.15 8.08 4.18 6.13 8.11 2.04 3.45

3rd Quartile -3.59 4.80 4.65 5.23 7.06 3.37 4.91 6.77 1.42 2.90

95th Percentile -5.87 1.20 2.79 3.19 5.06 2.95 2.90 5.22 0.38 1.76



Canadian Bonds


1 quarter

ROR-% PR



Sep-07 -2.96 4.77 4.15 3 5.81 4 5.23 3 4.33 4 5.34 4 6.46 4 7.03 2AB Core Plus Advanced Bond Fund 630

Dec-03 -3.25 3.37 3.31 18 5.30 16 3.91 24 5.27 3.6114 26 4.04 37 5.47 34 5.52 17AB Core Plus Bond Fund 1355

Aug-97 -2.27 2.83 3.18 24 4.70 46 3.67 40 4.81 3.4479 40 3.89 52 4.79 93 4.29 94Addenda Active Duration Bond Pooled Fund 2015

Aug-04 -3.84 1.89 2.58 72 4.67 50 3.52 52 5.13 3.2138 56 3.93 46 5.33 54 4.85 59Addenda Core Bond Pooled Fund 7095

Feb-13 -4.13 5.17 3.47 9 6.93 1Addenda Infrastructure Bond Pooled Fund 498

Mar-93 -2.97 1.97 2.64 66 4.82 38 4.15 12 5.46 3.688 23 4.71 8 5.95 11 5.79 10AGF Pooled Fixed Income Fund 6430

Jan-10 -3.39 1.93 3.37 15 5.34 13 3.80 30 3.83 14 4.27 21 5.32 54 4.64 80Aurion Capital Canadian Bond Fund 6876

Apr-09 -3.27 2.02 3.81 6 5.67 6 4.48 7 4.29 4 5.10 5 6.46 4 5.94 8Aurion Income Opportunities Fund 6261

Dec-93 -2.57 2.44 2.34 92 4.46 82 3.51 54 5.18 3.3226 49 3.77 59 5.35 52 5.23 30Baker Gilmore Bond Fund 3719

Jan-91 -3.28 3.87 2.89 42 4.00 93 2.72 96 4.95 2.6256 94 2.44 100 3.95 98 4.14 97Beutel Goodman Income Fund 1063

Jan-01 -3.52 1.67 2.70 57 4.70 46 3.25 72 4.80 3.1380 60 3.65 74 5.26 58 4.52 90BlackRock Canada CoreActive Universe Bond Class A 8088

Mar-97 -3.43 1.68 2.59 72 4.62 62 3.24 74 4.77 3.1383 60 3.63 78 5.14 70 4.65 77BlackRock Canada Universe Bond Index Class A 8083

Oct-89 -3.26 2.06 2.66 64 4.62 64 3.04 91 4.68 2.9794 88 3.28 94 4.71 94 4.25 96BMO AM Bond Fund 6058

May-91 -3.26 1.99 2.89 43 4.65 55 3.33 66 4.76 3.1187 70 3.67 72 4.99 89 4.64 78Burgundy Bond Fund 6458

Mar-08 -1.34 5.67 3.80 6 4.65 57 4.33 9 3.70 21 4.00 40 5.65 20 6.09 6Burgundy Core Plus Bond Fund 27

Nov-73 -3.17 2.10 2.54 83 4.41 86 3.28 69 4.82 3.0677 80 3.58 83 5.15 70 4.92 51Canada Life Bond Fund 5844

Jan-07 -3.26 2.36 3.09 30 5.02 25 4.09 16 5.27 3.6914 22 4.52 12 5.53 28 5.34 23CC&L Core Bond Composite 4258

Jan-93 -3.19 2.21 3.09 30 5.19 20 4.05 18 5.17 3.7927 16 4.52 12 5.76 14 5.32 26CI Signature Canadian Bond Fund 5447

Dec-06 -3.12 2.46 3.30 18 5.39 9 4.37 8 5.63 4.105 8 4.85 7 6.01 10 5.74 12CI Signature Canadian Core Bond Fund 3437

Jan-15 -3.14 2.54CI Signature Core Bond Plus Fund 2840

Dec-11 -1.89 0.76 2.49 87 3.93 94 2.93 93 3.14 59 3.48 89CIBC Canadian Bond 5 Year Duration Pool 9813

Dec-88 -3.13 2.77 3.08 32 4.91 32 3.65 47 5.10 3.3940 43 3.86 54 5.57 24 5.35 23CIBC Canadian Bond Active Universe Pool 2140

Dec-11 -1.37 4.35 3.93 5 5.36 10 5.21 3 4.58 3 5.43 3CIBC Canadian Bond Corp. Investment Grade Pool 88

Feb-96 -3.30 2.19 3.05 34 5.31 15 3.92 24 5.22 3.8022 16 4.36 18 5.59 22 4.96 49CIBC Canadian Bond Overlay Pool 5466

Oct-94 -3.43 1.81 2.69 59 4.72 44 3.34 65 4.84 3.2474 54 3.72 65 5.21 64 4.76 68CIBC Canadian Bond Universe Index Pool 7382

Dec-06 -4.04 1.31 4.43 1 6.39 1 6.37 1 6.27 6.232 1 7.67 1 7.90 1 7.28 1Connor, Clark & Lunn Universe Bond Alpha Plus Fund 9497

Oct-06 -2.94 3.59 3.09 30 4.79 38 3.96 22 5.57 3.436 40 4.06 36 5.83 13 5.78 11Fidelity Canadian Bond Core Plus Institutional Trust 1229

Jul-02 -3.17 2.43 2.89 42 4.88 35 3.73 36 5.25 3.4117 42 4.06 35 5.59 22 5.22 32Fidelity Canadian Bond Institutional Trust 3843

Jul-98 -3.46 2.02 2.68 60 4.63 60 3.39 58 5.07 3.1142 68 3.74 63 5.57 24 5.16 36Fiera Capital Active Fixed Income - Universe Fund 6285

Jan-04 -3.54 1.38 2.37 91 4.39 88 3.19 84 5.17 2.8528 92 3.65 75 5.39 50 5.14 38Fiera Capital Active Fixed Income ESG Fund 9290

Jan-89 -3.38 1.70 2.48 88 4.47 80 3.17 87 4.86 2.9471 90 3.54 86 5.05 84 4.57 85Fiera Capital Blended Active Fixed Income Fund 7874

Oct-72 -3.11 2.28 2.90 41 4.90 32 3.76 34 5.22 3.5322 30 4.14 27 5.46 36 5.18 35Fiera Capital Integrated Fixed Income Universe Fund 5036

Nov-06 -4.86 0.79 1.73 98 4.19 90 3.12 90 5.45 2.599 95 3.71 67 5.74 17 5.65 14Fiera Capital Tactical Fixed Income Fund 98100



Canadian Bonds


1 quarter

ROR-% PR



Jan-93 -2.64 2.06 2.68 60 4.46 82 3.53 52 5.01 3.3550 46 3.89 51 5.46 40 5.23 31Foyston, Gordon and Payne Bond Fund 6021

Aug-86 -2.08 4.81 3.48 9 5.28 17 4.16 12 5.13 3.9637 10 3.99 41 5.67 20 5.32 26Franklin Bissett Core Plus Bond Fund 614

Feb-06 -3.74 1.58 2.62 68 4.53 74 3.32 67 4.89 3.0867 75 3.75 62 5.20 65 4.73 71GEM Fixed Income Pool 8793

Jul-14 -2.43 2.67 2.93 38Greystone Bond Plus Fund 2416

Nov-93 -2.56 2.36 2.55 82 4.45 84 3.25 72 5.00 3.0852 76 3.48 89 5.18 68 5.05 44Greystone Fixed Income Fund 4219

Aug-86 -3.81 1.43 2.61 69 4.50 78 3.24 74 4.88 3.0168 86 3.69 70 5.08 77 4.70 73Guardian Canadian Bond Fund 9194

Apr-76 -3.19 2.12 2.58 75 4.49 78 3.35 62 4.83 3.1176 68 3.66 73 5.24 62 4.90 53GWL Canadian Bond Fund 1 5747

Nov-94 -1.16 0.73 1.83 97 2.50 100 2.08 100 3.72 2.16100 99 2.42 100 3.22 100 3.25 100GWL Government Bond Investment Fund 1 985

Oct-98 -2.77 2.51 3.28 20 4.75 40 3.64 47 4.94 3.3657 45 3.93 46 5.19 66 4.99 47Highstreet Canadian Bond Fund 3225

Oct-97 -3.12 2.52 2.81 48 4.64 58 3.77 33 5.03 3.4446 39 4.09 30 5.49 32 5.32 26HSBC Canadian Bond Pooled Fund 3136

Jun-78 -3.08 2.63 3.17 24 5.05 24 3.65 45 5.06 3.5143 32 3.91 48 5.46 38 4.86 57Industrial Alliance Bond Fund 2532

Nov-96 -3.35 2.37 2.67 62 4.54 74 3.19 83 4.89 2.9966 88 3.40 92 5.07 80 4.59 84Integra Bond Fund 4272

Dec-94 -3.27 2.42 2.86 46 4.65 54 3.64 49 4.85 3.2572 53 3.95 44 4.96 90 4.82 64Invesco (Trimark Canadian Bond) 3962

Jul-14 -3.24 2.33 2.52 84J. Zechner Associates Fixed Income Fund 4553

Jan-15 2.62 11.95 1.95 96J. Zechner Associates Preferred Share Pooled Fund 11

Apr-97 -2.67 2.89 2.94 38 4.67 50 4.04 18 5.14 3.5134 33 4.33 19 5.73 18 5.47 18Jarislowsky Fraser Bond Fund 1922

Jun-02 -3.25 2.45 3.05 34 4.98 27 3.85 27 5.16 3.6230 25 4.21 24 5.76 14 5.80 10Leith Wheeler Core Active Bond Fund 3655

May-94 -3.34 2.14 2.93 38 4.91 31 3.67 40 4.64 3.5095 34 4.06 34 5.51 29 5.37 21Leith Wheeler Core Bond Fund 5671

Oct-14 -1.18 3.27 3.41 13Leith Wheeler Corporate Bond Fund 146

Jul-05 -0.54 1.35 1.67 98 2.45 100 2.31 98 4.08 2.2998 98 2.56 98 3.55 99 3.89 99Letko Brosseau RSP Bond Fund 932

Jan-07 -3.32 2.47 2.76 54 4.69 48 3.40 58 3.11 69 3.64 77 5.39 48 4.86 57Lincluden Bond Pooled Fund 3468

Jan-80 -3.24 1.87 2.77 53 4.73 42 3.37 60 4.91 3.2763 52 3.75 62 5.25 59 4.84 60London Life Bond Fund (LC) 7052

Jul-00 -3.50 1.61 2.57 78 4.58 70 3.19 86 4.74 3.0889 74 3.59 82 5.09 77 4.61 83London Life Bond Universe Index Fund (LC) 8688

Feb-10 -2.68 2.25 2.80 49 4.62 64 3.48 55 3.33 47 3.79 57 5.27 57Louisbourg Canadian Bond Fund 5222

Jan-89 -2.39 3.07 3.34 16 5.12 22 3.74 35 5.16 3.5430 29 3.91 48 5.24 60 4.78 66Mackenzie Canadian Bond 1616

Apr-09 -0.78 1.61 2.51 85 3.74 95 2.97 93 2.91 91 3.31 94 4.71 94 4.51 90Manitou Income Fund 863

Apr-99 -3.42 1.70 2.58 74 4.60 68 3.21 79 4.77 3.1284 65 3.59 81 5.13 74 4.62 81Manulife AM Canadian Bond Index Pooled 7879

Oct-07 -3.39 1.94 2.57 78 4.60 68 3.66 43 5.13 3.2436 55 4.10 29 5.40 47 5.08 42Manulife AM Canadian Core Fixed Income Pooled 6675

May-05 -1.58 5.31 3.40 13 4.66 53 4.78 5 6.62 4.131 7 4.65 10 6.44 6 7.19 1Manulife AM Canadian Core Plus Fixed Income Pooled 310

Feb-99 -3.67 1.63 2.71 57 4.67 51 3.34 63 4.91 3.1164 70 3.77 59 5.24 61 4.82 63Mawer Canadian Bond Pooled Fund 8492

Jan-81 -3.13 2.56 2.81 48 4.96 28 3.70 38 4.98 3.5154 32 3.99 41 5.43 44 4.83 61MFS Canadian Fixed Income Fund 2739

Sep-00 -3.27 2.31 2.73 55 4.89 34 3.71 38 4.93 3.4759 37 4.06 34 5.44 43 4.81 64MFS Responsible Canadian Fixed Income Fund 4662

May-96 -1.62 1.15 2.14 94 3.22 97 2.78 95 4.32 2.5497 96 3.19 96 4.11 97 4.30 94Montrusco Bolton Bond Total Return Fund 9511



Canadian Bonds


1 quarter

ROR-% PR



Jun-84 -3.32 1.83 2.46 89 4.52 76 3.22 77 4.71 3.0191 84 3.57 84 5.03 87 4.65 77Montrusco Bolton Fixed Income Fund 7269

Sep-02 -0.15 5.44 4.68 1 5.83 4 5.58 2 6.02 5.513 1 5.62 2 6.49 3 6.47 4Nexus North American Income Fund 22

Apr-79 -3.32 2.45 3.14 27 4.97 28 3.83 28 5.24 3.4918 36 4.18 26 5.39 50 5.13 40Northern Trust Asset Mgmt. Canadian Fixed Income Fund 3568

Jan-90 -3.20 2.54 3.45 10 5.55 7 4.08 16 5.31 4.1312 7 4.47 14 5.41 45 4.33 94Optimum Universe Canadian Bonds 2848

Dec-05 -3.24 2.54 3.18 24 5.35 12 4.00 20 5.41 3.8610 13 4.37 18 5.88 12 5.23 30Optimum Universe Quantitative Canadian Bonds 2852

Jan-06 -4.34 -5.32 0.43 100 3.35 96 2.39 98 5.13 1.9234 100 4.42 16 6.26 8 5.08 42Perennial Fixed Income Portfolio 10098

Dec-70 -3.29 2.66 3.25 22 5.23 18 3.79 31 5.23 3.7219 20 4.07 32 5.33 53 4.88 54PH&N Bond Fund 2465

Sep-02 -3.34 2.29 3.06 34 5.07 23 3.63 50 5.04 3.5845 27 3.97 43 5.18 68 4.69 73PH&N Community Value Bond Fund 4871

Jun-13 -2.88 4.28 4.10 3 5.89 3PH&N Core Plus Bond Fund 827

Mar-08 -3.17 3.04 3.42 12 5.36 11 4.10 14 3.93 11 4.37 18 5.55 26 5.05 44PH&N Enhanced Total Return Bond Fund 1644

Jul-00 -3.18 2.84 3.28 20 5.22 19 3.94 22 5.20 3.8024 16 4.22 24 5.46 40 4.94 50PH&N Total Return Bond Fund 2045

Jun-09 -3.10 2.24 2.57 79 4.71 44 3.84 28 3.32 49 4.25 22 5.75 16 5.43 19Principal High Quality Canadian Fixed Income Plus Fund 5234

Jul-11 -1.45 1.80 2.78 52 4.06 92 3.41 57 3.12 64 3.81 56QV Canadian Bond Fund 749

Jan-92 -2.83 2.32 2.32 92 4.33 89 3.20 81 5.02 3.0648 79 3.42 91 5.06 82 4.98 47Scheer Rowlett Bond Fund 4626

Jul-97 -3.10 1.94 2.86 46 4.45 84 3.34 64 5.00 3.0151 86 3.69 70 4.90 91 4.57 87SEAMARK Canadian Bond Pooled Fund 6633

Aug-97 -3.24 2.29 2.66 64 4.62 62 3.66 44 4.92 3.3261 50 4.00 40 5.49 32 5.34 24SEI Canadian Fixed Income Fund 4850

Dec-89 -3.44 1.64 2.56 80 4.58 70 3.19 84 4.75 3.0988 73 3.58 83 5.08 77 4.59 84SL Canadian Bond Index Fund (SLI) 8284

Aug-91 -3.48 1.49 2.50 86 4.54 73 3.12 90 4.70 3.0493 81 3.54 86 5.07 79 4.56 88TD Emerald Canadian Bond Index Fund 9086

May-97 -3.42 1.64 2.58 75 4.61 66 3.22 77 4.77 3.1384 61 3.62 79 5.12 74 4.65 76TD Emerald Canadian Bond Pooled Fund Trust Passive 8279

Sep-07 -2.70 2.99 3.13 27 4.86 36 4.32 10 3.72 20 4.65 10 6.26 8 6.32 5TD Emerald Canadian Core Plus Bond Pooled Fund Trust 1723

Dec-93 -3.54 1.53 2.64 66 4.40 86 3.28 70 4.93 3.0259 83 3.71 66 5.06 82 4.81 64Toron AMI Canadian Fixed Income Fund 8990

Jul-12 -3.41 1.77 2.79 50 4.75 40 3.07 78Wellington MP (Canada) Canada Universe Bond Plus 7578

Apr-97 -3.43 1.70 2.60 70 4.63 60 3.21 80 4.84 3.1274 64 3.59 82 5.05 84 4.56 87WindWise Canadian Universe Bond Index Securities Lending Fund 7881

Fund Count 89 89 88 84 81 68 82 78 81 81

Average Return -2.92 2.43 2.87 4.75 3.63 5.04 3.39 3.99 5.38 5.07

5th Percentile -1.10 5.02 3.91 5.75 4.83 5.66 4.23 5.14 6.45 6.29

1st Quartile -2.76 2.61 3.17 5.02 3.89 5.19 3.63 4.20 5.56 5.32

Median -3.24 2.28 2.80 4.67 3.63 5.00 3.32 3.90 5.39 4.94

3rd Quartile -3.39 1.75 2.58 4.53 3.23 4.84 3.08 3.65 5.11 4.67

95th Percentile -3.86 1.15 2.03 3.70 2.82 4.61 2.58 3.25 4.47 4.28



Global Bonds


1 quarter

ROR-% PR



Nov-10 -1.09 3.69 7.79 1 8.15 17 7.86 1 6.09 40 8.93 40 6.34 76AGF Emerging Markets Bond Fund 3417

Jan-95 -4.04 -0.19 5.10 34 7.92 50 7.31 20 6.15 6.7934 1 9.27 1 9.08 1 7.00 20GWL International Bond Fund 100100

Mar-11 -3.33 5.23 4.50 67 4.61 84 5.01 100 2.76 100 4.95 100HSBC Emerging Markets Debt Fund 150

Jun-13 -3.55 2.89 6.33 17 8.57 1Legg Mason Brandywine Global Opportunistic Fixed Income Fund 5066

Sep-05 -4.04 -0.19 5.10 50 7.92 34 7.31 40 6.12 6.7866 20 9.27 20 9.08 24 7.00 40LM Brandywine Global Fixed Income Investment Grade Fund 100100

Jul-91 -2.68 5.17 4.04 100 5.72 67 5.35 80 5.47 4.83100 60 5.39 80 6.26 100 5.16 58RBC Global Bond Fund 1634

Jul-88 0.56 0.04 4.17 84 4.57 100 5.72 60 6.79 4.671 80 7.19 60 5.76 100 7.03 1Templeton Global Bond Fund 681

Fund Count 7 7 7 7 6 4 6 6 5 6

Average Return -2.59 2.38 5.29 6.78 6.43 6.13 5.32 7.50 7.66 5.54

5th Percentile 0.07 5.21 7.35 8.44 7.72 6.69 6.79 9.27 9.08 7.02

1st Quartile -1.89 4.43 5.72 8.03 7.31 6.31 6.61 9.18 9.05 7.00

Median -3.33 2.89 5.10 7.92 6.51 6.14 5.46 8.06 7.57 5.95

3rd Quartile -3.79 -0.08 4.34 5.17 5.44 5.96 4.71 5.84 6.36 4.29

95th Percentile -4.04 -0.19 4.08 4.58 5.09 5.57 3.24 5.06 6.27 3.44



Corporate Bonds


1 quarter

ROR-% PR



Oct-06 -1.80 4.00 3.41 65 4.97 59 4.69 55 5.69 3.9367 66 4.87 46 6.31 67 6.41 67Addenda Corporate Core Bond Pooled Fund 7966

Oct-99 -2.64 3.91 2.62 100 4.07 100 2.98 100 5.13 2.75100 100 2.75 100 4.64 100 4.88 100Beutel Goodman Corp/Prov Active Bond Fund 86100

Jan-02 1.13 10.30 6.43 1 6.56 1 7.65 9 7.23 6.631 1 7.00 18 7.77 33 8.96 12CI Signature Corporate Bond Fund 16

Nov-99 -1.82 4.63 4.21 15 5.73 25 5.29 28 6.55 4.5033 26 5.45 36 6.65 46 6.65 56Fiera Capital Corporate Mid-term Bond Fund 3078

Dec-05 -1.80 4.15 3.58 50 4.93 66 4.52 72 5.95 3.9450 60 4.61 72 5.98 78 6.07 78Fiera Capital Corporate Universe Bond Fund 6570

Feb-12 -1.59 4.20 3.29 86 4.70 75 3.75 76Fiera Capital Integrated Credit Fund 5050

May-09 -0.51 4.36 3.47 57 5.12 50 4.64 63 4.20 50 4.71 64 6.56 55 6.87 45Foyston Gordon & Payne Corporate Bond Fund 4316

Jun-03 -0.59 6.33 4.15 28 6.05 9 6.30 18 6.92 5.4317 17 6.29 27 8.30 22 8.69 22Foyston, Gordon and Payne Enhanced Yield Corp Bond Fund 2121

Dec-06 -0.79 6.82 4.03 36 5.17 42 4.87 37 5.38 4.2983 41 4.39 82 5.98 78 5.84 88Franklin Bissett Corporate Bond Fund 1528

Apr-11 -1.37 4.19 3.33 79 4.58 84 4.20 90 3.71 83 4.21 92Greystone Corporate Bond Fund 5743

Oct-14 -1.18 3.27 3.41 70Leith Wheeler Corporate Bond Fund 10036

Jan-09 1.47 7.81 4.45 8 5.85 17 8.60 1 6.57 8 8.80 9 9.32 1 10.41 1Pembroke Corporate Bond Fund 81

Jun-11 -1.86 4.58 3.96 42 5.44 33 4.79 45 4.35 34 4.84 54PH&N Corporate Bond Trust 3585

Mar-14 -2.34 4.15 4.15 22Sun Life Private Fixed Income Plus Fund 7093

Aug-10 -1.64 3.72 3.22 92 4.57 90 4.25 82 3.58 91 4.38 90 5.94 88TD Emerald Active Canadian Corporate Bond PFT 9257

Fund Count 15 15 15 13 12 7 13 12 10 10

Average Return -1.15 5.09 3.85 5.21 5.23 6.12 4.43 5.81 7.08 7.32

5th Percentile 1.23 8.55 5.05 6.25 8.08 7.14 6.59 10.07 9.32 9.76

1st Quartile -0.69 5.48 4.15 5.72 5.54 6.74 4.55 6.46 8.17 8.62

Median -1.59 4.20 3.58 5.12 4.74 5.95 4.20 4.85 6.60 6.76

3rd Quartile -1.81 4.07 3.37 4.71 4.45 5.54 3.76 4.56 6.06 6.16

95th Percentile -2.43 3.59 3.04 4.37 3.65 5.20 3.25 3.65 5.22 5.31



High Yield Bonds


1 quarter

ROR-% PR



Aug-05 1.63 11.55 5.22 90 4.70 90 5.96 100 5.44 4.6775 90 4.61 100 6.84 78 8.46 74Burgundy Total Return Bond Fund 8272

Jun-12 -0.17 8.08 2.03 100 3.47 100 3.51 100CC&L High Yield Bond Fund Series I 100100

Jan-12 2.99 14.74 8.15 20 7.44 10 7.71 10CI Signature High Yield Bond 2837

Jun-99 2.64 16.26 5.37 80 4.86 80 7.47 36 6.88 5.6926 70 5.38 50 7.99 34 10.74 13Fiera Capital High Yield 1854

Jun-09 7.49 31.85 9.69 10 6.99 20 6.80 62 6.46 40 1.32 100 5.09 98 8.23 76Fulcra Credit Opportunities Fund 11

Apr-08 1.91 12.03 5.81 70 5.32 70 6.10 88 5.60 80 4.66 88 6.70 88 9.55 38Greystone High Yield Bond Fund 7364

Jun-00 3.44 12.40 6.15 50 6.19 40 7.86 14 6.85 6.7550 20 6.76 26 7.97 44 9.45 50Guardian High Yield Bond Fund 6427

Oct-99 0.97 11.40 5.89 60 5.72 60 6.39 75 4.10 5.87100 50 5.17 62 4.77 100 6.04 100Invesco (Trimark Global HY) 9082

May-15 2.93 14.31Leith Wheeler High Yield Bond Fund (CAD Hedged) 3645

Aug-00 3.81 18.49 7.68 30 6.73 30 7.50 26 7.92 6.531 30 4.92 75 6.98 67 8.64 63PH&N High Yield Bond Fund 1018

Oct-10 0.91 13.60 6.60 40 6.01 50 7.05 50 5.85 60 5.47 38 7.64 55RBC High Yield Bond Fund 4590

Sep-13 3.98 12.74 13.58 1 12.84 1 13.45 1 13.35 1 13.63 1 11.91 1 11.57 1SEI US High Yield Bond Fund 5510

Fund Count 12 12 11 11 9 5 11 9 10 9

Average Return 2.71 14.79 6.92 6.39 7.62 6.24 6.54 7.01 7.90 9.02

5th Percentile 5.56 24.50 11.64 10.14 11.22 7.71 10.53 13.16 11.05 11.24

1st Quartile 3.53 15.12 7.91 6.86 7.52 6.90 6.64 6.93 8.14 10.47

Median 2.78 13.17 6.15 6.01 7.05 6.85 5.87 5.38 7.81 9.45

3rd Quartile 1.46 11.91 5.59 5.09 6.39 5.45 5.64 4.92 6.87 8.38

95th Percentile 0.43 9.91 3.62 4.08 6.02 4.37 4.09 4.63 5.64 6.12



Long Duration Bonds


1 quarter

ROR-% PR



May-05 -7.29 1.91 3.39 41 7.47 84 4.00 78 6.06 3.9379 65 4.53 74 7.09 100 5.74 100Addenda Active Duration Govt Long Bond Pooled Fund 8422

May-05 -4.69 6.89 3.96 10 7.83 33 6.19 7 6.88 5.126 8 6.02 8 9.35 16 8.87 8Addenda Corporate Long Bond Pooled Fund 11

May-99 -7.40 3.27 2.35 97 6.25 100 3.60 97 6.04 3.1790 97 3.68 100 7.38 96 6.81 87Beutel Goodman Long Term Bond Fund 2635

Jul-98 -7.55 2.47 3.08 74 7.65 56 4.07 75 6.09 3.8874 74 4.47 82 7.96 77 6.76 91BlackRock Canada Long Bond Index Class A 6468



Feb-00 -7.52 2.56 3.16 61 7.70 48 4.30 50 6.27 4.0648 51 4.74 44 8.17 57 7.10 44CIBC Canadian Bond Long Term Index Pool 5659

Nov-06 -8.24 2.00 5.21 3 9.87 10 7.62 3 7.83 7.441 3 9.07 3 11.17 4 9.76 1Connor, Clark & Lunn Long Bond Alpha Plus Fund (Pool) 8284

Apr-99 -7.55 2.74 3.40 39 7.84 30 4.79 21 6.24 4.4653 21 5.30 18 8.38 38 7.41 31Connor, Clark & Lunn Long Bond Fund 4266

Oct-08 -6.78 4.58 3.40 36 7.52 80Fidelity Canadian Long Bond Core Plus Institutional Trust 44

Jul-06 -7.10 3.37 2.74 93 7.37 90 4.25 54 6.31 3.8842 75 4.47 78 8.23 46 7.02 56Fidelity Canadian Long Bond Institutional Trust 2210

Jul-10 -7.52 2.64 3.06 77 7.45 86 4.20 64 3.82 80 4.60 70 8.18 54Fiera Capital Active Fixed Income - Long Fund 5357

May-07 -6.87 3.13 3.45 26 7.74 43 4.68 26 4.35 31 5.07 26 8.40 32 7.54 26Greystone Long Bond Fund 326

Aug-04 -7.30 3.10 3.46 24 7.77 40 4.35 46 6.43 4.1126 45 4.66 52 8.12 64 6.91 74Industrial Alliance Long Term Bond Fund 3424

Dec-05 -7.42 2.68 3.27 48 7.80 37 4.49 33 6.21 4.2358 38 4.94 34 8.29 44 7.22 39Leith Wheeler Long Active Bond Fund 4843

Jul-04 -7.49 2.73 3.23 52 7.70 50 4.38 43 5.84 4.13100 42 4.80 38 8.20 50 7.08 47Leith Wheeler Long Bond Fund 4347

Jul-00 -7.36 2.37 2.84 90 7.19 96 3.89 82 6.04 3.6085 93 4.27 96 7.82 92 6.88 82London Life Long Term Bond Fund (LC) 7031

Oct-07 -7.40 2.68 3.45 28 7.94 24 4.81 17 6.77 4.4310 26 5.35 16 8.78 20 7.69 22Manulife AM CDN Long Duration Fixed Income Pooled Fund 5037

Feb-98 -7.11 3.68 3.44 32 8.01 20 4.81 14 6.49 4.4321 25 5.10 23 8.34 42 7.20 39MFS Canadian Long Term Fixed Income Fund 1812

Sep-14 -7.20 3.72 3.85 13PH&N Enhanced Long Bond Pension Trust 1518

Apr-98 -7.33 3.24 3.64 19 8.12 18 4.66 28 6.63 4.4816 18 5.02 30 8.39 36 7.34 35PH&N Long Bond Pension Trust 2828

Jul-15 -7.16 4.44PH&N Long Core Plus Bond Fund 616

May-03 -9.30 -1.71 2.15 100 7.32 93 3.46 100 6.34 2.9537 100 4.80 40 8.57 24 8.25 13SEI Long Duration Bond Fund 10090

Sep-07 -13.36 3.72 4.18 7 12.58 6 4.46 36 4.77 14 4.65 56 11.05 7 7.84 18TD Emerald 20+ Strip Bond Pooled Fund Trust Passive 1394

Mar-12 -7.42 3.05 3.19 58 7.58 76 4.07 49TD Emerald Active Canadian Long Bond Pooled Fund Trust 3741

Jul-10 -8.23 1.36 2.90 84 7.66 54 3.83 86 3.79 86 4.46 84 7.86 85TD Emerald Canadian Long Government Bond PFT 9480

Sep-97 -7.57 2.19 3.01 80 7.58 74 4.14 71 6.17 3.9168 69 4.63 66 8.05 72 6.91 70TD Emerald Cdn Long Bond Pooled Fund Trust Passive 7871

May-06 -7.52 2.47 3.09 71 7.64 64 4.24 57 6.21 4.0162 55 4.69 48 8.13 62 6.98 61TD Emerald CDN LT Bond Broad Market PFT Passive 6462



Long Duration Bonds


1 quarter

ROR-% PR



Jan-10 -22.70 3.75 5.86 1 20.96 1 8.43 1 8.17 1 9.64 1 21.14 1TD Emerald Long Bond Overlay PFT 10100

Mar-11 -7.78 2.29 3.22 54 7.92 26 4.16 68 4.26 35 4.63 64TD Emerald Provincial Long Bond PFT 7575

Jul-10 -7.51 2.37 3.14 64 7.64 67 4.44 39 3.82 82 4.96 33 8.53 26Wellington MP (Canada) Canada Long Bond Plus Portfolio 7152

Oct-06 -7.51 2.51 3.10 68 7.64 60 4.21 62 6.35 3.9832 59 4.64 60 8.06 70 6.89 78WindWise Canadian Long Term Bond Index Non-Lending Fund 6050

Jul-02 -8.23 1.35 2.88 87 7.64 70 3.81 89 6.04 3.7794 89 4.43 88 7.83 89 6.49 95WindWise Canadian Long Term Bond Index Non-Lending Fund 9680

Fund Count 33 33 32 31 29 20 30 28 27 24

Average Return -8.34 2.75 3.38 8.50 4.58 6.36 4.33 5.10 8.94 7.36

5th Percentile -6.83 4.50 4.65 12.89 7.05 6.99 6.40 8.00 11.13 9.15

1st Quartile -7.30 3.28 3.45 7.93 4.69 6.44 4.43 5.08 8.55 7.58

Median -7.51 2.68 3.25 7.70 4.30 6.25 4.06 4.67 8.20 7.05

3rd Quartile -7.82 2.29 3.07 7.58 4.07 6.08 3.88 4.52 8.01 6.90

95th Percentile -14.22 1.35 2.56 7.25 3.67 6.01 3.37 4.29 7.51 6.51



Real Return Bonds


1 quarter

ROR-% PR



Jul-98 -4.59 2.83 2.76 100 6.15 57 1.36 50 5.07 0.981 43 0.99 40 4.64 1 4.13 20BlackRock Canada Real Return Bond Index Class A 7272

Jan-11 -4.54 2.92 2.92 30 6.16 30 1.38 18 1.04 15 0.99 35 4.60 43Greystone Real Return Bond Fund 3028

Jun-09 -4.54 3.49 3.78 14 7.21 15 1.83 1 1.55 1 1.42 1 4.60 40 3.88 100PH&N Inflation-Linked Bond Fund 1515

May-03 -4.49 2.77 2.78 85 5.88 100 1.14 100 4.73 0.69100 85 0.73 100 4.30 100 3.98 80SEI Real Return Bond Fund 1001

Dec-03 -4.56 2.85 2.80 57 6.15 71 1.32 82 5.04 0.9674 58 0.95 80 4.55 80 4.06 60SL Real Return Bond Fund (SLI) 5643

Jan-01 -4.57 2.85 2.81 44 6.15 43 1.37 33 5.07 1.0124 29 1.00 20 4.63 20 4.16 1TD Emerald CDN Real Rtrn Bond Pooled Fund Trust Passive 4457

Jun-11 -14.23 6.65 4.86 1 15.71 1 -0.44 100TD Emerald Real Return Bond Overlay PFT 1100

Apr-03 -4.59 2.82 2.79 72 6.13 84 1.32 68 5.05 0.9550 70 0.95 60 4.57 60 4.08 40WindWise Canadian Real Return Bond Index Non-Lending Fund 8584

Fund Count 8 8 8 8 7 5 8 6 6 6

Average Return -5.76 3.40 3.19 7.44 1.39 4.99 0.84 1.01 4.55 4.05

5th Percentile -4.50 5.55 4.48 12.74 1.70 5.07 1.37 1.32 4.64 4.15

1st Quartile -4.54 3.06 3.14 6.42 1.37 5.07 1.02 1.00 4.62 4.12

Median -4.57 2.85 2.81 6.15 1.36 5.05 0.97 0.97 4.58 4.07

3rd Quartile -4.59 2.83 2.79 6.14 1.32 5.03 0.89 0.95 4.55 4.00

95th Percentile -10.85 2.79 2.77 5.97 1.19 4.79 -0.04 0.79 4.36 3.91



Short Term Bonds


1 quarter

ROR-% PR



Jul-06 -0.43 1.55 2.08 62 2.15 92 2.14 91 3.85 2.1244 90 2.29 89 2.67 90 3.02 88Beutel Goodman Short-Term Bond Fund 6774

Jun-13 -0.62 1.30 1.98 77 2.46 62CC&L Short Term Bond Fund 87100

Sep-00 -0.31 1.72 2.11 54 2.44 68 2.36 73 3.76 2.3377 72 2.52 77 2.79 80 2.95 100Fiera Capital Integrated Fixed Income Short Term Fund 5360

Jun-10 -0.25 1.40 1.79 92 2.27 78 2.40 64 2.39 64 2.65 56 3.25 40Foyston, Gordon and Payne Short Term Bonds 7440

Dec-03 0.23 3.50 2.76 1 3.10 8 2.96 10 4.03 2.8822 10 2.82 20 3.51 19 3.45 44Franklin Bissett Canadian Short Term Bond Fund 16

Apr-15 -0.19 1.39Greystone Short Bond Fund 8020

Apr-15 -0.27 2.02Greystone Short Bond Plus Fund 2747

Aug-13 -0.22 1.96 2.40 23 2.73 24Guardian Short Duration Bond Fund 3333

Feb-10 -0.53 1.25 1.83 85 2.26 84 2.31 81 2.22 82 2.58 67 3.17 60Highstreet Canadian Short Term Bond Fund 9293

Dec-97 -0.44 1.66 2.33 38 2.72 46 2.51 54 3.64 2.4689 54 2.73 44 3.21 50 3.45 44Industrial Alliance Short Term Bond Fund 6086

Mar-05 -0.29 1.75 2.07 68 2.73 30 2.53 46 3.80 2.4866 46 2.73 34 3.31 30 3.23 56MFS Canadian Short Term Fixed Income Fund 4653

Jan-01 -0.32 2.35 2.61 8 3.21 1 2.85 27 4.21 2.8811 18 2.98 9 3.46 21 3.32 51Optimum Short Term Active Bonds 1466

Dec-93 -0.43 1.76 2.27 46 2.71 52 2.58 37 3.80 2.5556 37 2.79 22 3.13 70 3.23 66PH&N Short Term Bond & Mortgage Fund 4080

Sep-02 0.36 3.02 2.33 32 2.73 38 2.95 18 4.49 2.901 1 2.94 11 3.99 1 4.77 1QV Investors Canadian Income Fund 71

Jun-87 -0.19 0.96 1.24 100 1.65 100 1.81 100 3.42 1.71100 100 2.03 100 2.63 100 3.05 78Scheer Rowlett Short Term Bond Fund 10014

Mar-13 -0.20 2.25 2.47 16 2.90 15 3.01 1 3.89 2.8234 27 3.20 1 3.83 10 4.14 11SEI Short Term Bond Fund 2027

Fund Count 16 16 14 14 12 10 12 10 11 10

Average Return -0.26 1.86 2.16 2.58 2.54 3.89 2.48 2.64 3.22 3.52

5th Percentile 0.26 3.14 2.66 3.14 2.98 4.36 2.89 3.08 3.91 4.49

1st Quartile -0.20 2.08 2.38 2.73 2.88 3.99 2.83 2.77 3.40 3.71

Median -0.28 1.73 2.19 2.71 2.52 3.83 2.47 2.69 3.21 3.34

3rd Quartile -0.43 1.40 2.01 2.31 2.35 3.77 2.30 2.53 2.96 3.09

95th Percentile -0.55 1.18 1.60 1.98 1.99 3.52 1.94 2.15 2.65 2.98



Money Market


1 quarter

ROR-% PR



Oct-01 0.22 0.88 0.95 15 1.04 14 1.10 18 1.81 1.084 18 1.15 22 1.22 34 1.11 33Addenda Liquidity Pooled Fund 2522

Jan-91 0.20 0.84 0.89 39 1.01 21 1.08 32 1.63 1.0644 25 1.15 30 1.21 41 1.05 62Beutel Goodman Money Market Fund 3943

Sep-97 0.11 0.43 0.51 90 0.64 90 0.77 88 1.37 0.7292 90 0.86 86 0.98 86 0.87 88BlackRock CDN Short Term Index Class A 9290

Oct-89 0.22 0.82 0.94 18 0.98 38 1.04 43 1.63 1.0240 39 1.10 49 1.13 62 1.05 60BMO AM Money Market 4228

Sep-90 0.23 0.84 0.87 42 1.00 25 1.25 4 1.77 1.098 14 1.35 1 1.51 1 1.50 1CI Signature Money Market Fund 3616

Jan-89 0.19 0.89 0.89 36 0.99 36 1.07 35 1.67 1.0524 33 1.12 44 1.20 45 1.10 37CIBC Canadian Money Market Pool 2146

Jan-92 0.21 0.86 0.91 26 1.00 29 1.09 29 1.65 1.0532 34 1.14 33 1.18 52 1.07 47Connor, Clark & Lunn Group Money Market Fund 2933

Jan-94 0.09 0.35 0.39 100 0.49 100 0.62 100 1.39 0.5584 100 0.69 100 0.83 96 0.81 94Connor, Clark & Lunn Private Client Money Market Fund 9798

Dec-89 0.17 0.67 0.71 68 0.82 68 0.91 76 1.50 0.8876 72 0.96 77 1.03 79 0.92 83Fiera Capital Cash In Action Fund 6070

Jan-04 0.24 1.05 1.04 7 1.10 7 1.16 11 1.70 1.1320 8 1.19 12 1.23 21 1.12 30Fiera Capital Money Market Fund 211

Oct-96 0.25 1.06 1.11 1 1.17 1 1.22 7 1.75 1.2012 3 1.26 7 1.31 10 1.21 13Fiera Short Term Plus Fund 13

Apr-93 0.18 0.67 0.73 61 0.85 60 0.94 64 1.57 0.9164 61 1.01 63 1.08 69 0.97 73Foyston Gordon & Payne Short Term Investment Fund 5856

Aug-91 0.25 1.01 1.06 4 1.15 3 1.28 1 1.87 1.211 1 1.35 2 1.45 1 1.40 3Franklin Bissett Money Market Fund 71

Jan-98 0.17 0.64 0.72 64 0.83 64 0.92 68 1.48 0.8980 68 0.99 67 1.06 74 0.93 80Greystone Money Market Fund 7164

Mar-09 0.15 0.62 0.68 78 0.80 79 0.90 78 0.86 78 0.97 74 1.06 74 0.95 77Guardian Canadian Short Term Investment Fund 7884

Jan-80 0.15 0.62 0.77 53 0.91 52 1.05 40 1.58 0.9960 44 1.15 20 1.23 24 1.13 26GWL Canadian Money Market Fund 1 7884

Jul-02 0.15 0.57 0.63 82 0.80 75 0.95 61 1.59 0.9052 65 1.05 59 1.16 58 1.05 56Highstreet Money Market Fund 8284

Mar-88 0.17 0.65 0.70 74 0.79 82 0.87 82 1.39 0.8488 82 0.92 81 0.98 84 0.86 90HSBC Canadian Money Market Pooled Fund 6461

Mar-88 0.16 0.55 0.60 85 0.71 86 0.78 86 1.19 0.78100 86 0.84 89 0.88 93 0.72 100Integra Short Term Investment Fund 8575

Jan-08 0.21 0.85 0.90 32 0.99 32 1.09 22 1.05 29 1.15 26 1.21 38 1.06 50Jarislowsky Fraser Money Market Fund 3235

May-94 0.25 0.95 0.90 28 0.94 43 0.96 58 1.51 0.9672 54 0.96 78 1.00 81 0.92 82Leith Wheeler Money Market Fund 146

Dec-88 0.18 0.68 0.80 47 0.92 47 1.01 50 1.59 0.9856 50 1.10 52 1.17 55 1.05 54London Life Money Market Fund (LC) 5456

Mar-10 0.11 0.46 0.49 93 0.59 96 0.65 97 0.62 96 0.70 97 0.78 100Louisbourg Money Market Fund 9092

Jan-95 0.17 0.65 0.70 72 0.81 72 0.92 71 1.56 0.8768 75 0.99 70 1.11 65 1.04 66MFS Canadian Money Market Fund 6868

Jul-86 0.23 0.90 0.92 21 1.01 18 1.09 25 1.67 1.0628 22 1.13 37 1.19 48 1.07 44PH&N Canadian Money Market Fund 1817

Feb-92 0.09 0.32 0.45 96 0.63 92 0.71 93 1.36 0.6996 92 0.81 92 0.89 90 0.80 96Scheer Rowlett Money Market Fund 100100



Money Market


1 quarter

ROR-% PR



Aug-97 0.20 0.71 0.74 58 0.85 58 1.01 52 1.60 0.9648 56 1.09 55 1.23 28 1.15 20SEI Money Market Fund 5040

Jul-91 0.22 0.95 1.00 11 1.07 11 1.13 14 1.71 1.1116 11 1.18 14 1.24 14 1.13 24TD Emerald Canadian Short Term Investment Fund 1225

Jun-96 0.18 0.72 0.77 50 0.91 50 1.04 46 1.63 0.9936 46 1.12 41 1.24 17 1.16 17WindWise Canadian Short Term Investment Non-Lending Fund 4756

Fund Count 29 29 29 29 29 26 29 28 30 31

Average Return 0.18 0.73 0.78 0.89 0.99 1.58 0.95 1.05 1.14 1.06

5th Percentile 0.25 1.04 1.05 1.13 1.24 1.80 1.17 1.32 1.35 1.36

1st Quartile 0.22 0.88 0.91 1.00 1.09 1.67 1.06 1.15 1.23 1.13

Median 0.18 0.71 0.77 0.91 1.01 1.60 0.98 1.10 1.19 1.06

3rd Quartile 0.16 0.62 0.69 0.80 0.91 1.50 0.87 0.97 1.06 0.96

95th Percentile 0.10 0.38 0.46 0.60 0.68 1.36 0.65 0.74 0.85 0.81



Real Estate


1 quarter

ROR-% PR



Mar-11 5.21 14.06 12.42 1 10.27 1 15.20 1 12.31 1 15.48 1Crestpoint Real Estate Fund 11

Jan-04 4.01 7.72 7.02 26 6.78 26 8.88 74 9.19 7.981 26 9.17 60 11.01 33 11.59 34Greystone Real Estate Fund Inc. 4020

Apr-15 2.59 5.07Greystone Real Estate LP Fund 10040

Jun-80 1.51 5.40 5.02 100 5.81 100 9.48 26 8.46 7.0650 50 10.52 20 13.56 1 12.87 1GWL Canadian Real Estate Fund 1 60100

Feb-11 2.36 8.39 6.04 50 6.27 50 9.23 50 6.47 76 9.44 40Manulife AM Canadian Property Portfolio 2060

Dec-82 1.73 5.31 5.81 74 6.20 74 7.20 100 6.75 6.43100 100 7.68 80 8.98 68 9.55 100SL Real Estate Fund (SLIRE) 8080

Fund Count 6 6 5 5 5 3 5 6 4 4

Average Return 2.90 7.66 7.26 7.06 10.00 8.13 8.05 9.92 10.61 11.24

5th Percentile 4.91 12.64 11.34 9.57 14.05 9.11 11.44 14.20 13.18 12.67

1st Quartile 3.65 8.22 7.11 6.84 9.59 8.83 8.05 10.25 11.65 11.91

Median 2.48 6.56 6.04 6.27 9.23 8.46 7.06 9.30 10.00 11.27

3rd Quartile 1.88 5.33 5.80 6.19 8.85 7.60 6.48 8.05 8.96 10.61

95th Percentile 1.56 5.13 5.18 5.89 7.53 6.92 6.44 7.40 8.91 9.76



Mortgage


1 quarter

ROR-% PR



May-07 -0.45 3.43 4.37 1 5.89 20 5.59 1 5.44 1 6.14 1 7.23 20 7.95 20ACM Commercial Mortgage Fund 936

Sep-92 -2.35 2.10 3.13 45 5.40 30 4.20 40 5.57 4.3126 40 4.73 30 6.15 30 6.32 30ACM Mortgage Fund One 6482

Mar-03 -3.58 3.85 4.33 8 7.60 1 5.10 10 6.71 4.7112 10 5.41 20 8.53 1 9.46 1ACM Mortgage Fund Two 191

Dec-06 0.46 2.76 3.21 37 4.09 50 3.97 50 5.35 4.0437 50 4.27 50 4.93 60 5.58 50Addenda Commercial Mortgages Pooled Fund 379

Oct-07 -0.38 3.12 3.92 18 5.15 40 4.34 30 4.58 20 4.65 40 5.47 40 5.81 40Greystone Mortgage Fund 2627

Jul-66 -1.82 1.52 2.64 90 4.05 60 3.42 70 4.92 3.4050 70 3.91 70 5.04 50 5.52 60GWL Canadian Mortgage Fund 1 8272

Nov-04 1.08 3.13 2.85 72 2.77 100 2.76 90 3.74 2.76100 90 2.67 100 2.80 100 3.04 100HSBC Mortgage Pooled Fund 201

Jan-80 -0.93 1.47 2.27 100 3.17 90 2.69 100 4.19 2.7087 100 3.00 90 3.94 90 4.08 90London Life Mortgage Fund (LC) 9054

Jul-05 -4.87 2.28 3.57 27 7.22 10 4.79 20 6.92 4.541 30 5.42 10 8.37 10 9.03 10PH&N Long Mortgage Pension Trust 55100

Nov-01 -0.69 2.04 2.91 55 3.96 70 3.54 60 4.82 3.6262 60 3.92 60 4.66 70 5.20 70PH&N Mortgage Pension Trust 7245

May-05 -0.27 2.54 2.69 82 3.48 80 3.18 80 4.41 3.2375 80 3.35 80 4.35 80 4.48 80SL Mortgage Fund 4519

Feb-14 -1.58 1.32 2.86 64Sun Life Canadian Commercial Mortgage Fund 10064

Fund Count 12 12 12 11 11 9 11 11 11 11

Average Return -1.28 2.46 3.23 4.80 3.96 5.18 3.94 4.32 5.59 6.04

5th Percentile 0.74 3.62 4.35 7.41 5.35 6.84 5.08 5.78 8.45 9.25

1st Quartile -0.36 3.13 3.65 5.64 4.56 5.61 4.56 5.07 6.69 7.13

Median -0.81 2.41 3.02 4.09 3.97 4.92 4.04 4.27 5.04 5.58

3rd Quartile -1.95 1.91 2.81 3.72 3.30 4.41 3.32 3.63 4.51 4.84

95th Percentile -4.16 1.40 2.47 2.97 2.73 3.92 2.73 2.84 3.37 3.56



Target Date 2020


1 quarter

ROR-% PR



Mar-07 -0.23 5.51 5.63 47 7.95 18 8.33 58 8.18 56 9.05 50 8.46 14 8.12 37BlackRock CDN LifePath 2020 Index Fund 4654

Oct-06 0.15 5.53 5.38 60 6.71 56 7.93 76 5.54 7.9032 68 8.54 75 8.29 25 8.13 26Cadence 2020 4246

Jul-12 0.47 6.81 6.20 12 8.10 13 10.46 1CI LifeCycle 2020 Portfolio 2223

Jun-08 0.57 7.39 5.89 35 6.89 44 8.38 50 8.28 50 8.63 67 7.75 50 8.07 50Continuum 2020 118

Apr-08 0.32 6.33 6.06 18 7.47 31 8.68 41 8.68 43 9.27 33 7.87 38 8.00 74Fidelity ClearPath Institutional 2020 2930

Nov-07 0.21 4.05 4.98 88 6.23 88 8.02 67 8.02 63 9.04 58 7.41 77 8.02 63Franklin LifeSmart 2020 Conservative Portfolio 8841

Nov-07 1.06 4.66 5.55 53 6.79 50 9.30 1 9.46 7 10.49 1 7.72 52 8.51 1Franklin LifeSmart 2020 Growth Portfolio 651

Nov-07 0.69 4.43 5.27 71 6.56 76 8.73 26 8.77 32 9.83 16 7.58 60 8.21 13Franklin Lifesmart 2020 Moderate Portfolio 7612

Jan-15 0.91 4.16 7.00 6Greystone 2020 Target Date Fund 836

Dec-06 0.23 6.85 5.37 64 6.55 80 7.91 82 5.57 7.611 75 8.18 90 7.54 63 7.53 87Industrial Alliance Attitude Balanced 2020 1836

Jul-05 -0.89 3.62 5.76 41 7.45 36 8.71 33 4.95 8.8566 26 10.02 9 7.49 74 6.66 100MFS LifePlan Retirement 2020 Fund 9488

Feb-11 -1.34 7.19 7.23 1 9.82 1 8.82 16 8.76 37 9.23 41PH&N LifeTime 2020 Fund 6100

Mar-12 -0.38 5.71 5.96 29 7.49 26 9.36 12Sun Life Financial Granite 2020 Aggressive Seg Fund 3664

Mar-12 -1.09 4.45 4.67 94 6.05 93 6.33 93Sun Life Financial Granite 2020 Conservative Seg Fund 7294

Mar-12 -0.82 5.02 5.17 82 6.59 68 7.46 86Sun Life Financial Granite 2020 Moderate Seg Fund 5882

Dec-09 -0.82 5.02 5.17 78 6.59 64 7.69 90 7.46 82 8.36 83 7.01 87 7.05 94Sun Life Financial Granite 2020 Seg Fund 5478

Jun-05 -0.81 0.26 2.27 100 4.01 100 3.69 100 3.88 3.50100 100 4.57 100 5.98 100 6.44 100Sun Life Milestone 2020 Fund 10072

Mar-10 -0.32 6.95 5.99 24 8.85 6 8.83 10 9.25 18 9.30 26 10.94 1TD Emerald 2020 Retirement Target Date PFT 1259

Fund Count 18 18 18 17 13 4 17 13 9 9

Average Return -0.12 5.22 5.53 7.06 8.08 4.99 8.14 8.81 7.92 7.92

5th Percentile 0.93 7.22 7.03 9.04 9.02 5.57 9.66 10.21 9.95 8.39

1st Quartile 0.43 6.69 5.98 7.53 8.73 5.55 8.87 9.33 8.28 8.13

Median -0.04 5.27 5.59 6.79 8.38 5.25 8.28 9.05 7.75 8.07

3rd Quartile -0.82 4.43 5.20 6.56 7.94 4.69 7.62 8.54 7.47 7.98

95th Percentile -1.13 3.09 4.29 5.64 6.09 4.04 5.76 6.73 6.39 7.01



Target Date 2025


1 quarter

ROR-% PR



Oct-07 0.27 6.16 6.33 60 8.71 22 9.50 26 9.43 34 10.35 36 9.20 1 8.71 50BlackRock CDN LifePath 2025 Index Fund 5346

Oct-06 0.91 6.35 6.35 54 7.35 77 9.01 74 5.80 9.101 66 9.68 50 8.82 17 8.78 24Cadence 2025 3916


Jun-08 1.26 8.47 6.54 31 7.42 56 9.36 50 9.31 44 9.58 62 8.31 83 8.70 74Continuum 2025 18



Sep-11 0.79 7.69 6.05 69 7.02 89 8.78 86 8.53 88 9.05 87Industrial Alliance Attitude Balanced 2025 823

Jul-05 -0.28 4.49 7.26 8 9.00 12 10.05 1 5.33 10.4150 11 11.48 1 8.07 100 6.89 100MFS LifePlan Retirement 2025 Fund 7862


Jul-14 0.11 6.28 6.92 22Sun Life Financial Granite 2025 Aggressive Segregated Fund 4654

Jul-14 -1.27 4.48 4.89 92Sun Life Financial Granite 2025 Conservative Segregated Fund 8485

Jul-14 -0.62 5.46 5.85 84Sun Life Financial Granite 2025 Moderate Segregated Fund 6876

Feb-10 -0.62 5.46 5.85 78 7.41 66 9.38 38 9.15 56 10.39 26 8.46 50Sun Life Financial Granite 2025 Seg Fund 6270


Fund Count 14 14 14 10 9 3 10 9 7 5

Average Return -0.20 5.83 6.18 8.03 8.98 5.29 9.14 9.75 8.55 8.37

5th Percentile 1.34 7.96 7.34 9.77 10.00 5.75 10.86 11.19 9.08 8.79

1st Quartile 0.76 7.37 6.82 8.61 9.51 5.56 9.86 10.40 8.74 8.78

Median 0.19 6.22 6.38 7.75 9.36 5.33 9.23 9.68 8.46 8.71

3rd Quartile -0.62 4.73 5.90 7.37 9.00 5.04 9.00 9.41 8.34 8.66

95th Percentile -2.74 2.96 4.31 6.78 6.95 4.81 6.71 7.82 8.14 7.25



Target Date 2030


1 quarter

ROR-% PR



Mar-07 0.72 6.63 6.77 59 8.98 26 10.33 41 10.32 50 11.27 34 9.38 38 8.91 63BlackRock CDN LifePath 2030 Index Fund 4253

Oct-06 1.45 7.03 6.91 48 7.80 62 9.88 66 5.97 9.991 68 10.60 59 9.34 50 9.35 12Cadence 2030 3024


Jun-08 1.88 9.47 7.11 30 7.88 57 10.20 50 10.18 62 10.38 67 8.78 74 9.23 25Continuum 2030 116




Nov-07 1.90 5.47 6.19 82 7.23 88 9.98 59 10.20 57 11.14 50 8.05 100 8.86 74Franklin LifeSmart 2030 Moderate Portfolio 7112



Jul-05 0.53 5.37 8.55 1 10.23 12 11.21 8 5.63 11.7466 14 12.72 8 8.55 87 7.11 100MFS LifePlan Retirement 2030 Fund 7665


Mar-12 0.41 6.58 8.04 6 9.86 18 13.09 1Sun Life Financial Granite 2030 Aggressive Seg Fund 4670


Mar-12 -0.12 5.88 7.07 40 8.71 42 11.16 26Sun Life Financial Granite 2030 Moderate Seg Fund 5478

Dec-09 -0.12 5.88 7.07 36 8.71 38 11.32 1 11.16 30 12.72 1 9.66 25 9.29 19Sun Life Financial Granite 2030 Seg Fund 5882


Mar-10 0.94 9.15 7.36 24 10.51 6 11.08 16 11.70 18 11.57 25 13.23 1TD Emerald 2030 Retirement Target Date PFT 647

Fund Count 18 18 18 17 13 4 17 13 9 9

Average Return 0.46 6.39 6.78 8.50 10.03 5.61 10.36 10.91 9.54 8.80

5th Percentile 2.00 9.20 8.12 10.52 11.25 5.95 12.42 12.72 11.86 9.39

1st Quartile 1.43 7.83 7.30 9.04 10.66 5.86 11.21 11.57 9.66 9.24

Median 0.83 6.23 6.90 8.35 10.20 5.73 10.32 11.14 9.34 9.03

3rd Quartile 0.01 5.39 6.61 7.55 9.53 5.47 9.44 10.28 8.77 8.83

95th Percentile -2.36 3.88 5.17 7.05 8.38 5.11 7.83 9.24 8.41 7.51



Target Date 2035


1 quarter

ROR-% PR



Oct-07 1.14 7.19 7.29 54 9.43 33 11.14 38 11.23 45 12.15 37 9.63 50 9.03 74BlackRock CDN LifePath 2035 Index Fund 4646

Oct-06 1.88 8.05 7.38 46 8.01 88 10.55 63 6.07 10.641 66 11.18 50 9.70 34 9.90 1Cadence 2035 3116


Jun-08 2.44 10.35 7.61 39 8.26 67 10.92 50 10.93 56 11.06 62 9.18 83 9.70 25Continuum 2035 11







Jul-14 -0.63 5.02 6.47 92Sun Life Financial Granite 2035 Conservative Segregated Fund 8584

Jul-14 0.21 5.95 7.21 76Sun Life Financial Granite 2035 Moderate Segregated Fund 7670

Dec-09 0.21 5.95 7.99 24 9.62 23 12.63 1 12.60 12 14.36 1 10.56 16 9.86 5Sun Life Financial Granite 2035 Seg Fund 7076


Fund Count 14 14 14 10 9 3 10 9 7 5

Average Return 0.49 6.81 7.39 9.06 10.76 5.62 11.00 11.65 9.74 9.12

5th Percentile 2.35 9.49 8.94 10.68 12.35 6.03 12.74 14.01 10.79 9.86

1st Quartile 1.83 8.08 7.99 9.57 11.48 5.89 12.32 12.39 10.13 9.70

Median 1.07 6.83 7.33 9.00 10.92 5.70 11.08 11.18 9.63 9.57

3rd Quartile 0.21 5.95 7.21 8.10 10.23 5.39 10.29 10.75 9.25 9.00

95th Percentile -2.99 3.68 5.37 7.95 8.80 5.13 8.54 9.67 8.96 7.71



Target Date 2040


1 quarter

ROR-% PR



Mar-07 1.58 7.83 7.90 48 9.97 37 11.93 26 12.11 38 12.97 25 9.85 38 9.11 74BlackRock CDN LifePath 2040 Index Fund 4064

Oct-06 2.28 9.31 7.88 53 8.21 76 10.96 66 6.07 11.121 70 11.38 75 9.58 50 10.14 13Cadence 2040 1724


Jun-08 2.93 11.12 8.07 41 8.62 63 11.57 41 11.60 57 11.69 60 9.52 74 10.10 24Continuum 2040 56




Nov-07 2.37 5.78 6.52 88 7.45 94 10.47 76 10.68 82 11.67 66 8.33 100 9.20 63Franklin LifeSmart 2040 Moderate Portfolio 7618







Mar-12 0.24 5.97 8.52 28 10.19 30 13.52 14Sun Life Financial Granite 2040 Moderate Seg Fund 6678

Dec-09 0.24 5.97 8.52 24 10.19 26 13.41 1 13.52 18 15.35 1 11.01 25 10.04 28Sun Life Financial Granite 2040 Seg Fund 7082



Fund Count 18 18 18 17 13 4 17 13 9 9

Average Return 1.11 7.13 7.71 9.29 11.28 5.70 11.88 12.23 10.40 9.33

5th Percentile 2.95 11.15 9.59 11.33 13.11 6.05 13.86 14.64 13.57 10.21

1st Quartile 2.27 8.57 8.52 10.23 11.96 6.00 13.41 12.98 10.98 10.09

Median 1.90 6.36 7.89 9.10 11.17 5.85 11.89 11.92 9.58 9.49

3rd Quartile 0.28 5.83 7.37 8.22 10.50 5.55 11.08 11.38 9.51 9.08

95th Percentile -2.01 3.84 5.68 7.39 9.28 5.13 9.44 10.31 8.73 7.90



Target Date 2045


1 quarter

ROR-% PR



Jul-08 1.93 8.34 8.43 53 10.48 23 12.66 25 12.93 33 13.77 26 10.10 34 9.26 75BlackRock CDN LifePath 2045 Index Fund 3846

Oct-06 2.65 10.23 8.27 61 8.43 100 11.25 75 6.03 11.501 78 11.51 75 9.42 84 10.21 25Cadence 2045 816


Jun-08 3.37 11.79 8.45 47 8.92 66 12.13 50 12.19 66 12.22 63 9.81 50 10.42 1Continuum 2045 11




Jan-09 2.18 6.64 9.68 8 11.22 1 13.05 13 13.68 11 14.71 12 9.31 100 7.75 100MFS LifePlan Retirement 2045 Fund 5430

Feb-11 0.02 8.35 9.10 16 11.10 10 12.45 37 12.55 45 13.50 37PH&N LifeTime 2045 Fund 3286


Jul-14 0.00 5.77 8.00 70Sun Life Financial Granite 2045 Conservative Segregated Fund 8492

Jul-14 0.29 6.06 8.74 38Sun Life Financial Granite 2045 Moderate Segregated Fund 7676

Feb-10 0.29 6.07 8.74 32 10.42 32 13.64 1 13.85 1 15.62 1 11.14 16Sun Life Financial Granite 2045 Seg Fund 7070

Jul-10 -6.77 2.68 3.06 100 8.56 78 8.68 100 8.18 100 10.23 100 11.53 1Sun Life Milestone 2045 Fund 100100

Fund Count 14 14 14 10 9 10 9 7 5

Average Return 0.99 7.37 8.17 9.59 11.83 12.13 12.83 10.14 9.52

5th Percentile 3.34 10.78 9.80 11.17 13.41 13.77 15.26 11.41 10.38

1st Quartile 2.19 8.99 8.95 10.46 12.67 13.35 13.80 10.62 10.21

Median 1.91 7.30 8.44 9.14 12.13 12.38 12.97 9.81 9.96

3rd Quartile 0.29 6.07 7.99 8.65 11.26 11.67 11.51 9.54 9.24

95th Percentile -2.37 3.64 5.82 8.45 9.48 9.34 10.52 9.35 8.05



Target Date 2050


1 quarter

ROR-% PR



Oct-06 3.05 10.89 8.56 50 8.56 72 11.46 50 5.98 11.761 64 11.61 50 9.30 66 10.30 1Cadence 2050 714

Jan-15 3.26 9.09 6.53 92CI LifeCycle 2050 Portfolio 221

Jul-11 2.08 7.92 7.22 72 9.05 55 11.99 38 12.24 55 13.03 37Fidelity ClearPath Institutional 2050 Portfolio 3558

Nov-11 2.06 5.57 6.23 100 7.11 100 9.28 100 10.00 100 10.24 100Franklin Lifesmart 2050 Conservative Portfolio 9264

Nov-11 3.10 6.42 6.91 78 7.78 82 10.54 75 11.71 72 11.60 62Franklin Lifesmart 2050 Growth Portfolio 508

Nov-11 2.49 5.89 6.54 86 7.31 91 9.71 88 10.58 91 10.68 88Franklin Lifesmart 2050 Moderate Portfolio 8522


Dec-06 2.35 9.85 8.11 64 8.58 64 11.05 62 5.95 11.11100 82 11.35 75 8.78 100 8.58 50Industrial Alliance ATTITUDE Balanced 2046-2050 1429

Jan-09 2.18 6.66 9.69 7 11.23 9 13.48 1 14.10 9 15.25 1 9.53 34 8.00 100MFS LifePlan Retirement 2050 Fund 4450

Sep-14 0.63 8.55 9.43 14PH&N LifeTime 2050 Fund 2972


Mar-12 0.16 5.98 8.35 57 10.12 45 13.37 45Sun Life Financial Granite 2050 Conservative Seg Fund 79100

Mar-12 0.31 6.16 8.75 42 10.45 36 13.81 26Sun Life Financial Granite 2050 Moderate Seg Fund 7092

Jan-12 0.31 6.16 8.75 36 10.45 28 13.10 13 13.82 20 14.90 12Sun Life Financial Granite 2050 Seg Fund 6686


Fund Count 15 15 15 12 9 2 12 9 4 3

Average Return 1.79 7.38 8.20 9.46 11.50 5.97 12.55 12.44 10.63 8.96

5th Percentile 3.15 11.09 9.86 11.62 13.33 5.98 14.22 15.11 14.10 10.13

1st Quartile 2.42 8.82 8.86 10.53 12.90 5.97 13.81 13.33 10.88 9.44

Median 2.18 6.42 8.56 9.58 11.46 5.97 12.81 11.61 9.41 8.58

3rd Quartile 0.53 6.07 7.07 8.37 10.53 5.96 11.56 11.33 9.17 8.29

95th Percentile 0.26 5.06 6.44 7.22 9.45 5.95 10.32 10.41 8.86 8.06



Target Date 2055


1 quarter

ROR-% PR



Nov-12 3.35 11.35 8.83 50 8.71 67 12.04 66Cadence 2055 2525

Nov-12 4.01 12.83 9.02 26 9.38 1 13.08 1Continuum 2055 11

Nov-12 2.08 7.90 7.20 100 9.03 33 12.28 34Fidelity ClearPath Institutional 2055 Portfolio 75100


Sep-11 2.39 9.88 8.12 75 8.60 100 11.21 1 11.29 100 11.55 1Industrial Alliance ATTITUDE Balanced 2051-2055 5050

Fund Count 5 5 5 4 4

Average Return 2.84 9.19 8.70 8.93 12.17

5th Percentile 3.88 12.54 10.06 9.33 12.96

1st Quartile 3.35 11.35 9.04 9.12 12.48

Median 2.39 9.88 8.83 8.87 12.16

3rd Quartile 2.35 7.86 8.12 8.69 11.85

95th Percentile 2.14 4.76 7.39 8.61 11.40


This report has been produced by RBC Investor & Treasury Services’ Risk & Investment Analytics group. For more information on our services, please contact your RBC Investor & Treasury Services representative, or visit our website at www.rbcits.com.

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