SÉCURIFONDS: SÉCURIFONDS

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GENERAL

OUR PRODUCTS

MY ACCOUNT

SÉCURIFONDS Fund Returns

Rates of return as of March 28, 2024

Unit values as of

04/18/2024

Annualized rates of return

Year
to date

For
1 month

For
3 months

For
1 year

For
3 years

For
5 years

For
10 years

Since
inception

SÉCURIFONDS (Standard Guarantee)

14.1493

2.31%

1.27%

2.31%

5.25%

1.18%

2.70%

2.30%

2.88%

SÉCURIFONDS (Premium Guarantee)*

14.8426

2.53%

1.35%

2.53%

6.04%

1.57%

3.03%

2.56%

2.98%

SÉCURIFONDS (Premium Guarantee)

13.7638

2.24%

1.19%

2.24%

5.09%

0.54%

1.96%

1.48%

2.07%

SÉCURIFONDS (Basic Guarantee)

14.2580

2.33%

1.29%

2.33%

5.29%

1.36%

2.91%

2.53%

3.02%

SÉCURIFONDS (Enhanced Guarantee)

14.1680

2.31%

1.27%

2.31%

5.25%

1.21%

2.74%

2.34%

2.80%

SÉCURIFONDS (Optimal Guarantee)

14.0568

2.29%

1.25%

2.29%

5.21%

1.03%

2.53%

2.11%

2.56%

Standard and Premium Guarantees: Returns and values shown are net of all management and guarantee fees. These guarantee options are no longer available for new purchases.

Basic, Enhanced and Optimal Guarantees: Returns and values shown are net of all management and guarantee fees.

* For the Premium Guarantee offered to contracts in effect before June 11, 2012.

The returns shown do not take into account sales, redemption, distribution or other optional charges that would have reduced returns. Returns are annualized, except for periods of less than one year. There are no guarantees that past performance will be repeated in the future. This method of calculating returns is in compliance with the industry standards established by the Canadian Life and Health Insurance Association. For more information about this calculation method, please contact Beneva Client Services.

SÉCURIFONDS 2011 - 2022

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