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Investment Funds

Performance of
    Ecoflextra Investment
    Funds

APEX Funds

Performance of APEX
    Investment Funds

Performance of Diploma
    Fund

Life Insurance Rates
    Schedule (PDF)

Principal Guaranteed with
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      (PGX)

Principal Guaranteed
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      Investment (PGA)

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Investment Vehicles

Performance of Ecoflex and UltraFlex II Investment Funds




Net Returns (%) as at 31-Dec-2008

1 year

3 years

5 years

10 years

Focus Funds

Price as at

Variation

Rtn as at

Net Returns as at 31-Dec-2008

INA

02-Jan-2009

  (%)

31-Dec-2008

1 year

3 years

5 years

10 years


Focus Prudent2
605
12.173
0.055
-5.544
-5.544
-0.112
2.189
2.968*
 
Focus Moderate2
615
12.155
0.549
-11.167
-11.167
-1.427
1.799
2.737*
 
Focus Balanced2
625
12.085
1.044
-16.602
-16.602
-2.802
1.352
2.453*
 
Focus Growth2
635
11.976
1.540
-21.907
-21.907
-4.279
0.818
2.111*
 
Focus Aggressive2
645
11.856
2.035
-26.968
-26.968
-5.792
0.290
1.749*
 

Income Funds

Price as at

Variation

Rtn as at

Net Returns as at 31-Dec-2008

INA

02-Jan-2009

  (%)

31-Dec-2008

1 year

3 years

5 years

10 years


Money Market1
660
16.874
-0.001
2.031
2.031
2.581
2.005
2.375
 
Short Term Bonds1
700
13.957
-0.361
2.472
2.472
1.931
2.004
3.001
 
Bonds1
610
22.879
-0.727
5.780
5.780
2.880
3.645
4.270
 
Bonds - series 21
760
15.089
-0.769
4.018
4.018
2.375
3.329
3.872
 

Diversified Funds

Price as at

Variation

Rtn as at

Net Returns as at 31-Dec-2008

INA

02-Jan-2009

  (%)

31-Dec-2008

1 year

3 years

5 years

10 years


Diversified Security1
830
14.447
0.330
-6.983
-6.983
-0.884
1.908
3.713
 
Diversified1
670
25.237
1.132
-15.605
-15.605
-2.897
1.703
3.936
 
Diversified Opportunity1
840
15.057
1.974
-21.995
-21.995
-4.766
1.092
3.974
 
Fidelity Canadian Asset Allocation1
540
12.201
1.428
-20.132
-20.132
-2.459
2.849
3.662*
 
Diversified Income1
515
12.937
3.104
-22.006
-22.006
-6.229
3.164
-
 
Global Diversified (Catapult)2
585
7.618
1.188
-22.821
-22.821
-
-
-
 

Canadian Equity Funds

Price as at

Variation

Rtn as at

Net Returns as at 31-Dec-2008

INA

02-Jan-2009

  (%)

31-Dec-2008

1 year

3 years

5 years

10 years


Dividend Income2
805
8.621
1.733
-28.166
-28.166
-7.435
0.714*
4.535*
 
Dividend Growth2
695
9.683
2.517
-26.196
-26.196
-4.135
4.325*
8.370*
 
Canadian Equity (Leon Frazer)2
655
11.126
2.187
-20.791
-20.791
-5.385
2.491*
5.958*
 
Canadian Equity Index1
705
13.381
2.733
-32.184
-32.184
-5.320
2.291
2.618*
 
Select Canadian1
740
17.381
3.452
-32.655
-32.655
-7.063
1.276
5.285
 
Canadian Equity Value1
600
28.570
2.608
-32.091
-32.091
-7.511
0.890
4.616
 
Canadian Equity (Dynamic)1
715
12.249
3.284
-32.487
-32.487
-3.466
7.271
10.151*
 
Fidelity True North®1
780
17.276
2.699
-34.910
-34.910
-5.488
3.238
5.459*
 
Canadian Equity Growth1
725
14.451
3.170
-33.440
-33.440
-4.022
3.233
-
 
Fidelity Canadian Opportunities1
790
15.026
3.167
-35.054
-35.054
-7.881
0.425
-
 

U.S. & International Equity Funds

Price as at

Variation

Rtn as at

Net Returns as at 31-Dec-2008

INA

02-Jan-2009

  (%)

31-Dec-2008

1 year

3 years

5 years

10 years


Global Dividend (Dynamic)2
675
8.310
1.923
-26.077
-26.077
-
-
-
 
Global Equity (Templeton)1
735
8.917
2.004
-31.178
-31.178
-8.329
-3.210
-1.440*
 
Global Equity (Oppenheimer)2
835
7.970
2.100
-28.040
-28.040
-8.971
-
-
 
Fidelity NorthStar®2
815
7.673
1.967
-33.842
-33.842
-10.799
-2.769*
-
 
Global Equity Small Cap (DB Advisors)2
595
6.683
1.264
-38.125
-38.125
-
-
-
 
International Equity Index1
850
6.263
1.271
-29.130
-29.130
-7.680
-2.045
-4.405*
 
International Equity (Templeton)1
690
11.436
1.964
-32.873
-32.873
-8.006
-1.896
-2.123
 
International Equity (McLean
Budden)1
755
8.485
0.791
-25.046
-25.046
-7.220
-2.441
-
 
Fidelity European Equity1
800
7.726
1.663
-37.446
-37.446
-0.615
2.904
-2.393*
 
U.S. Equity Index1
730
6.736
1.164
-24.133
-24.133
-9.489
-6.128
-6.690
 
U.S. Equity (McLean
Budden)2
825
8.378
2.579
-25.444
-25.444
-8.184
-4.884*
-2.565*
 
U.S. Equity
(Legg mason)1
765
4.565
2.357
-45.081
-45.081
-23.821
-14.750
-8.273*
 

Specialty Funds

Price as at

Variation

Rtn as at

Net Returns as at 31-Dec-2008

INA

02-Jan-2009

  (%)

31-Dec-2008

1 year

3 years

5 years

10 years


Asian Pacific (Dynamic)2
500
3.199
1.001
-27.788
-27.788
-3.773
0.703
-
 
Emerging Markets (Mackenzie Cundill)2
630
8.490
1.839
-48.127
-48.127
-11.110
-1.050
0.917
 
Global Health Care (Renaissance)1
785
10.829
0.203
-7.341
-7.341
-3.704
0.378
9.628*
 
Real Estate Income1
565
11.727
2.820
-36.223
-36.223
-8.671
1.170
-
 
U.S. DAQ Index1
860
3.051
1.717
-29.032
-29.032
-9.926
-6.916
-9.336*
 

Funds not Offered to New Contract Subscribers

Price as at

Variation

Rtn as at

Net Returns as at 31-Dec-2008

INA

02-Jan-2009

  (%)

31-Dec-2008

1 year

3 years

5 years

10 years


Canadian Equity (Bissett)1
810
13.185
2.590
-33.669
-33.669
-9.956
-0.492
2.700*
 
Dividends1
710
23.311
2.593
-27.573
-27.573
-4.053
4.981
9.001
 
Multi-Strategy3
870
8.097
-0.120
-26.049
-26.049
-8.617
-4.976
2.517*
 

1 Ecoflex and UltraFlex II Investment Funds
2 Ecoflex Investment Funds
3 Alternative Investment Strategies and AIS II Investment Funds

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

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

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

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

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

 

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