Quarterly Report

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. For more information, visit: www.proteusperformance.com.

Performance Summary

 

Period Ending March 31, 2018   1 year 3 year 4 year 10 year
Portico Money Market Fund’s rate of return 0.9% 0.8% 0.9% 1.1%
Index 0.8% 0.6% 0.7% 0.9%
Beutel Goodman Balanced (default fund) Fund’s rate of return 4.9% 6.2% 7.3% 7.5%
Index 3.8% 4.1% 5.9% 5.6%
LL Conservative Portfolio Fund’s rate of return 3.0% 3.1% 4.9% 5.7%
LL Moderate Portfolio Fund’s rate of return 3.1% 3.6% 5.5% 6.1%
LL Advanced Portfolio Fund’s rate of return 6.7% 6.3% 7.6% 7.1%
LL Aggressive Portfolio Fund’s rate of return 8.3% 7.6% 8.7% 7.6%
Canadian Equity Fund Fund’s rate of return 4.2% 5.1% 6.2% 5.5%
Index 1.7% 4.1% 4.8% 4.5%
Trimark Global Equity Fund Fund’s rate of return 7.9% 9.8% 11.8% 8.8%
Index 10.4% 9.2% 12.4% 9.0%

 

Each fund’s rate of return (the amount that the fund grew or lost 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% per cent of the original amount.

Returns show 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 funds with ‘n/a’ indicated.

The "Index" percentage is the market benchmark for the funds (where available).