Industrial Alliance Pacific, Insurance and Financial Services


Back to homepageHome|Privacy|Site Map|Legal|Français 

Search

Our Company Life's Turning Points Individual Products and Services Special Markets & Group Insurance Creditor Group Insurance & Specialized Products Individual Insurance USA Corporate Products & Services To Reach Us
Individual Insurance Canada

Investment Funds

Performance of Ecoflex
    and Ultraflex II
    Investment Funds

APEX Funds

Performance of APEX
    Investment Funds

Performance of Diploma
    Fund

Life Insurance Rates
    Schedule (PDF)

Principal Guaranteed with
      Market Investments
      (PGX)

Principal Guaranteed
      with an Alternative
      Investment (PGA)

Guaranteed Interest
      Funds

Universal Life Policies
      - Index Accounts &
      Interest Rates

Universal Life Policies
      - Index Accounts &
      Interest Rates - Former
      NL Products

Universal Life
      Policies - Guaranteed
      Interest Accounts

Publications




Printer friendly version
 
Investment Vehicles

Performance of Ecoflextra Investment Funds
(Guaranteed Surrender Series and Classic Series)




Net Returns (%) as at 2010-08-31

1 year

3 years

5 years

10 years

Focus Funds


Focus Prudent
13.7295
3.137
9.056
4.773
2.353*
2.472*
3.551*

Focus Moderate
13.9831
2.329
12.729
4.763
0.750*
2.178*
3.064*

Focus Balanced
14.1690
1.498
16.472
4.725
-0.918*
1.841*
2.524*

Focus Growth
14.3165
0.718
20.295
4.740
-2.628*
1.463*
1.975*

Focus Aggressive
14.4377
-0.092
24.130
4.713
-4.389*
1.041*
1.417*

Income Funds


Money Market
16.8890
0.113
-0.029
0.113
1.085*
1.661*
1.779*

Short Term Bonds
14.9935
2.882
3.998
3.754
3.594*
2.391*
3.352*

Bonds
24.9702
4.985
3.158
5.310
5.535*
3.194*
4.799*

Bonds - series 2
16.5336
4.509
3.998
5.130
5.090*
3.069*
4.557*

Diversified Funds


Diversified Security
16.8111
2.566
13.634
4.155
2.857*
2.667*
4.008*

Diversified
29.9087
1.252
18.162
3.725
-0.048*
2.169*
3.795*

Diversified Opportunity
18.5862
0.227
25.366
3.475
-1.282*
2.049*
3.550*

Fidelity Canadian Asset Allocation
15.0373
0.748
23.832
4.619
-0.024*
3.481*
3.483*

Canadian Balanced (QV)
10.4853
3.772
21.750*
8.351*
-1.010*
1.798*
2.290*

SRI Balanced (Inhance)
10.2317
2.141
-
-
-
-
-

Diversified Income
17.8637
3.061
37.891
14.655
3.812*
3.665*
-

Global Diversified (Catapult)
9.3178
4.259
18.501
9.879
-3.342*
-
-

Tactical Income (Catapult)
13.6611
4.123
30.772
13.020
-
-
-

Canadian Equity Funds


Dividend Income
10.6213
4.753
19.573
10.526
-5.459*
0.408*
6.847*

Dividend Growth
12.5854
3.602
28.535
8.872
-0.766*
4.033*
9.077*

Canadian Equity (Leon Frazer)
14.1479
4.705
24.029
13.203
0.873*
2.573*
-

Canadian Equity Index
16.9838
1.919
27.852
6.224
-3.991*
2.766*
-0.587*

Select Canadian1
23.4630
0.543
38.799
5.026
-2.853*
2.985*
4.218*

Canadian Equity Value
35.4007
-0.028
27.094
3.812
-6.222*
0.870*
4.107*

Canadian Equity (Dynamic)
17.6876
0.538
48.241
15.225
-0.748*
8.131*
9.025*

Canadian Equity (Jarislowsky)
12.9940
0.002
22.661
4.944
-3.792*
1.022*
6.173*

Canadian Leaders
13.3654
0.357
20.460
4.720
-1.269*
-
-

Fidelity True North®
22.0457
1.159
29.441
6.914
-4.822*
2.821*
3.538*

Canadian Equity Growth
20.4431
2.102
42.842
10.172
-0.536*
6.241*
-

Fidelity Canadian Opportunities
24.3300
4.634
59.512
20.198
3.996*
6.345*
5.131*

Canadian Equity (Small Cap.) (QV)
13.9934
2.320
29.179
16.716
-4.282*
2.537*
11.726*

U.S. & International Equity Funds


Global Dividend (Dynamic)
9.1165
-4.292
16.562
6.663
-6.060*
-
-

Global Dividend (BNP Paribas)
12.6093
-0.532
14.866
5.576
-13.215*
-3.135*
-

Global Equity
10.7577
-4.672
-
-2.903*
-
-
-

Global Equity (Templeton)
9.1745
-6.233
11.674
-5.744
-12.452*
-4.169*
-2.725*

Global Equity (Mackenzie Cundill)
11.4505
-4.175
12.819
-1.872
-8.684*
-2.529*
2.713*

Global Equity (Oppenheimer)
8.9054
-0.869
14.812
0.672
-9.328*
-3.418*
-3.565*

Fidelity NorthStar®
9.2730
-0.247
23.237
3.237
-7.731*
-2.396*
-

Global Equity Small Cap (DB Advisors)
8.3434
2.524
23.016
4.963
-9.873*
-
-

International Equity Index
6.3242
-6.164
8.909
-7.557
-12.014*
-3.665*
-4.851*

International Equity
11.7827
-3.440
10.232*
-0.786*
-
-
-

International Equity (Templeton)
11.6993
-7.472
12.479
-6.847
-12.989*
-3.846*
-3.487*

International Equity (McLean
Budden)
9.0111
-6.567
14.297
-4.756
-9.167*
-2.560*
-4.924*

Fidelity European Equity
8.1177
-2.809
9.639
-5.084
-10.621*
0.788*
-3.340*

U.S. Equity Index
6.7670
-2.462
4.120
-1.120
-11.373*
-5.980*
-7.847*

U.S. Equity
7.5536
-5.711
7.995*
-4.583*
-11.052*
-
-

U.S. Equity (McLean
Budden)
8.3478
-6.497
9.056
-4.431
-10.776*
-4.920*
-4.516*

U.S. Equity (Sarbit)
11.3775
13.090
-
16.738*
-
-
-

Distinction Funds


Distinction Prudent
11.7007
2.586
10.497
5.065
-0.158*
1.850*
-

Distinction Conservative
12.1652
2.107
14.214
5.321
-0.526*
2.129*
-

Distinction Balanced
12.4871
1.985
16.955
6.385
-2.156*
1.505*
-

Distinction Monthly Income
12.4494
3.016
15.600
7.678
-3.660*
-1.249*
-

Distinction Growth
12.7514
1.169
19.154
5.932
-4.750*
-0.406*
-

Distinction Bold
12.9881
0.774
21.475
5.631
-5.721*
-0.247*
-

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 Ecoflextra 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.

 

View and print PDF documents with Acrobat Reader.