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Proteus Performance Management Inc. is a Canadian consulting organization that specializes in helping plan sponsors with the governance of their retirement plans.
Proteus assists Equity by providing performance reporting on the funds and providing assistance in order that the plan will comply with regulators expectations and legislative requirements.
In addition, Proteus offers retiring plan members information and advice on their investment options. More information about Proteus is available at their website www.proteusperformance.com.

Performance Summary
Period Ending June 30, 2017
 
1 year
3 year
4 year
10 year

Portico Money Market

Fund's rate of return
0.7%
0.8%
0.9%
1.4%
Index
0.4%
0.6%
0.7%
1.2%

Beutel Goodman Balanced
(default fund)

Fund's rate of return
14.0%
7.7%
10.3%
7.0%
Index
8.0%
5.7%
8.4%
5.2%
LL Conservative Portfolio Fund's rate of return
4.1%
5.2%
6.2%
6.0%
LL Moderate Portfolio Fund's rate of return
5.4%
5.8%
7.3%
6.2%
LL Advanced Portfolio Fund's rate of return
12.7%
7.3%
10.5%
6.2%
LL Aggressive Portfolio Fund's rate of return
16.2%
8.1%
12.2%
6.2%
Canadian Equity Fund Fund's rate of return
11.9%
4.3
11.2%
4.9%
Index
11.0%
3.1%
9.0%
3.9%
Trimark Global Equity Fund Fund's rate of return
11.2%
12.8%
15.8%
6.4%
Index
18.9%
13.1%
16.1%
6.7%

Each fund's rate of return (how much did the fund grow or lose during the period) is calculated as a percentage of the starting amount. For example if on January 1st your account had $100 in it and at the end of the year it had $110, then your account would have grown by $10 which is 10% of the original amount.
Returns are shown gross (before) fees. Past performance of a fund is not necessarily indicative of future performance. 1 year, 3 year, 4 year, 10 year increments of return show the average annual returns for the indicated period. There is no 10 year history for the funds with 'n/a' indicated.
The 'Index' percentage is the market benchmark for the funds (where available).

 




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