Étude de fonds communs 2020...Burgundy Balanced Foundation Fund II mars-12 -11.75 64-5.96 64 0.90...

T1Étude de fonds communs 2020

291174803

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Table des matières

1 INTRODUCTION

2 SOMMAIRE DES MÉDIANES ET DES RENDEMENTS INDICIELS

4 FONDS ÉQUILIBRÉS

7 ACTIONS CANADIENNES

12 ACTIONS CANADIENNES (DE BASE)

14 ACTIONS CANADIENNES (CROISSANCE)

15 ACTIONS CANADIENNES (VALEUR)

16 ACTIONS CANADIENNES (REVENU)

17 ACTIONS CANADIENNES (CROISSANCE À PRIX RAISONNABLE)

18 ACTIONS CANADIENNES (QUANTITATIVES)

19 ACTIONS CANADIENNES DIVERSIFIÉES

20 ACTIONS CANADIENNES À PETITE CAPITALISATION

22 ACTIONS MONDIALES

25 ACTIONS AMÉRICAINES

28 ACTIONS AMÉRICAINES À GRANDE CAPITALISATION

30 ACTIONS AMÉRICAINES À GRANDE/MOYENNE CAPITALISATION

31 ACTIONS AMÉRICAINES À PETITE CAPITALISATION

32 ACTIONS NORD-AMÉRICAINES

33 ACTIONS NON NORD-AMÉRICAINES

36 MARCHÉS ÉMERGENTS

38 OBLIGATIONS CANADIENNES

42 OBLIGATIONS MONDIALES

43

44

45

47

48

49

51

52

53

OBLIGATIONS CORPORATIVES

OBLIGATIONS À RENDEMENT ÉLEVÉ

OBLIGATIONS À LONG TERME

OBLIGATIONS À RENDEMENT RÉEL

OBLIGATIONS À COURT TERME

MARCHÉ MONÉTAIRE

IMMOBILIER

HYPOTHÈQUES

ÉCHÉANCE CIBLE 2020

54 ÉCHÉANCE CIBLE 2025







RBC SERVICES AUX INVESTISSEURS ET DE TRÉSORERIE | ÉTUDE DE FONDS COMMUNS | PÉRIODES SE TERMINANT LE 31 MARS 2020

L’étude de fonds communs a été produite par le groupe Risques et analyse des placements de RBC Services aux investisseurs et de trésorerie (RBC SIT) et menéeauprès de plus de 90 gestionnaires d’actifs qui sont responsables de plus de 700 fonds exclusifs offerts aux investisseurs institutionnels canadiens. Les donnéesfigurant dans l’étude sont consignées en fonction des éléments suivants:

les rendements ne tiennent pas compte des frais de gestion et sont libellés en dollars canadiens;

les taux de rendement (Rend.) pour les périodes de plus d’un an sont annualisés;

les rangs percentiles (RP) et les médianes sont calculés en fonction des données envoyées pour le présent rapport trimestriel;

si aucune donnée n’a été envoyée à l’égard de certains mandats, ceux-ci peuvent ne pas figurer dans le présent rapport trimestriel;

les données reçues après la date limite d’envoi peuvent ne pas figurer dans le présent rapport trimestriel;

les retraitements de données sur le rendement des fonds communs présentés après la publication de l’étude trimestrielle figureront dans le prochainrapport trimestriel.

Fort de plus de 30 années d’expérience, le groupe Risques et analyse des placements fournit l’un des principaux univers de régimes de retraite canadiens du secteurgrâce à sa base de données de plus de 3 000 portefeuilles gérés. La combinaison d’applications et de processus de gestion des données de pointe, ainsi que d’employéstrès expérimentés permet au groupe d’offrir une gamme complète de solutions d’analyse afin d’aider les clients à gérer leurs décisions de placement. Nos solutionsoffrent ce qui suit aux clients :

des renseignements éclairés sur les rendements et le profil de risque des portefeuilles;

une gouvernance améliorée des placements grâce à une perspective externe et objective;

des efficiences opérationnelles accrues attribuables à la portée et à l’expertise de RBC SIT.

À propos de RBC Services aux investisseurs et de trésorerie

RBC SIT est un fournisseur spécialisé de services d’administration de l’actif et de services de garde, de paiements, et de trésorerie et de marché destinés au secteur de la finance et aux investisseurs institutionnels du monde entier. Elle emploie plus de 4 700 personnes dans 16 pays de l’Amérique du Nord, de l’Europe et de l’Asie. Nous fournissons à notre clientèle des services de protection des actifs, fondés sur des solutions numériques orientées client dont l’amélioration et l’élaboration continues s’effectuent en phase avec ses besoins évolutifs. Comptant 4,3 billions d’actifs administrés,1 RBC SIT est un partenaire financier solide dont les cotes de solvabilité figurent parmi les plus élevées dans le monde.2

1 Résultats trimestriels de RBC publiés le 21 février 2020

2 Cote ancienne attribuée aux titres de créance prioritaires de la Banque Royale du Canada par Standard & Poor's (AA-) et Moody's (Aa2) (legacy senior long-term debt ratings) au 21 février 2020

Introduction

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Sommaire des médianes et des rendements indiciels

Médianes et indices Rend.-% Rend.-% Rend.-% Rend.-% Rend.-% Rend.-% Rend.-%

1 trimestre 1 an 2 ans 3 ans 4 ans 5 ans 10 ans

Périodes se terminant le 31 mars 2020

Médiane des fonds équilibrés -10.05 -4.37 1.920.68 4.10 6.293.07

Médiane des fonds d'actions canadiennes -20.82 -14.10 -1.97-4.11 2.84 5.321.39

S&P/TSX Composé -20.90 -14.21 -1.92-3.69 2.85 4.100.89

Médiane des fonds d'actions canadiennes (de base) -20.24 -12.67 -1.92-4.06 3.02 5.331.50

Médiane des fonds d'actions canadiennes (croissance) -19.03 -11.74 -1.11-3.00 3.54 5.891.73

Médiane des fonds d'actions canadiennes (valeur) -22.16 -16.68 -3.31-6.51 2.06 4.441.30

Médiane des fonds d'actions canadiennes (revenu) -19.54 -13.59 -1.53-2.92 3.22 5.952.12

Médiane des fonds d'actions canadiennes (croissance à prix raisonnable) -21.03 -15.01 -2.58-5.22 1.86 4.721.05

Médiane des fonds d'actions canadiennes (quantitatives) -17.51 -10.28 -0.20-2.32 2.49 8.061.90

Médiane des actions canadiennes diversifiées -21.09 -13.90 -1.98-5.62 3.42 6.131.51

Médiane des fonds d'actions canadiennes à petite capitalisation -29.83 -23.63 -8.42-13.45 -2.07 4.48-2.64

BMO Petite Cap -36.22 -31.69 -13.78-17.88 -4.49 -0.58-5.03

Médiane des fonds d'actions mondiales -15.07 -6.56 2.93-0.54 6.30 10.115.08

Médiane des fonds d'actions américaines -13.61 -5.06 5.743.66 9.11 13.467.32

S&P 500 (Can) -11.75 -0.89 7.416.04 10.61 14.339.25

Médiane des fonds d'actions américaines à grande capitalisation -12.81 -3.39 6.215.20 9.11 13.467.70

Médiane des fonds d'actions américaines à grande/moyenne capitalisation -12.07 -2.52 7.131.08 9.16 13.117.38

Médiane des fonds d'actions américaines à petite capitalisation -21.71 -20.71 -0.72-5.26 5.55 10.972.91

Russell 2000 (Can) -23.84 -19.02 -2.55-7.46 4.76 10.582.11

Médiane des actions nord-américaines -15.59 -8.10 1.84-0.74 6.64 9.025.24

Médiane des fonds d'actions non nord-américaines -15.44 -7.95 1.11-4.51 4.23 6.952.86

Médiane des marchés émergents -16.63 -11.98 1.51-7.47 6.42 4.863.09

Médiane des fonds d'obligations canadiennes 0.90 4.01 3.504.59 3.23 4.492.72

FTSE CAN Universel 1.56 4.46 3.684.86 3.13 4.342.66

Médiane des fonds d'obligations mondiales 0.53 2.77 3.120.63 3.32 5.603.06

FTSE WGBI (Can) 11.96 13.11 6.567.41 4.71 5.715.39

Médiane Obligations Corporatives -2.75 1.24 2.813.17 3.44 4.942.93

FTSE CAN Univers - Obligations corporatives -2.48 1.29 2.653.07 3.00 4.392.53

Médiane d'obligations à rendements élevés -10.57 -5.22 1.27-0.27 4.01 5.392.95

FTSE CAN à rendement élevé -9.02 -5.11 2.41-0.32 6.45 5.204.25

Médiane d'obligations à long terme -0.33 5.18 5.886.25 4.90 6.813.76

FTSE CAN d'obligations à long terme 0.16 5.56 5.966.42 4.88 6.833.77

Médiane d'obligations à rendement réel -0.01 2.47 3.273.11 2.31 4.211.37

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Sommaire des médianes et des rendements indiciels

Médianes et indices Rend.-% Rend.-% Rend.-% Rend.-% Rend.-% Rend.-% Rend.-%

1 trimestre 1 an 2 ans 3 ans 4 ans 5 ans 10 ans

Périodes se terminant le 31 mars 2020

FTSE CAN ORR 0.04 2.80 3.293.22 2.32 4.251.40

Médiane des obligations à court terme 1.00 2.84 2.123.18 2.10 2.771.93

FTSE CAN d'obligations à court terme 1.85 3.21 2.083.33 1.88 2.511.73

Médiane du marché monétaire 0.44 1.81 1.501.76 1.31 1.161.19

FTSE CAN BT 91 jrs 0.66 1.91 1.381.69 1.15 0.981.03

Médiane Immobilier 1.55 9.03 7.838.37 7.24 9.366.74

Indice des prix à la consommation (Can) 0.15 0.89 1.691.38 1.66 1.681.58

Médiane d'hypothèques 0.39 3.23 3.303.87 3.04 4.362.94

FTSE CAN Hypothèques 1.70 4.99 3.454.11 3.44 4.003.44

Médiane des fonds à échéance cible 2020 -5.98 -1.43 2.782.19 4.20 6.163.41







Médiane des fonds à échéance cible 2055 -15.00 -7.99 1.52-0.38 4.82 3.49

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Fonds équilibrés

Rend.-% RP Rend.-% Rend.-% Rend.-% Rend.-% Rend.-% Rend.-% Rend.-% Rend.-% Rend.-%RP RP RP RP RP RP RP RP RPDate dedébutNom du fonds

1 trimestre 1 an 2 ans 3 ans 5 ans 10 ans 2020 2019 2018 2017

Périodes se terminant le 31 mars 2020 Périodes de 4 ans se terminant le 31 mars

Addenda Balanced Pooled Fund -10.05 -3.81 3.031.94 3.73 4.4450 40 1823 21 36juin-14 5.70 26

Beutel Goodman Balanced Fund -12.48 -6.22 1.22-0.66 3.41 4.646.8968 67 6564 30 2625janv.-91 5.97 14 26 227.34 10.32

BMO AM Balanced Fund -10.36 -4.61 2.691.45 3.86 4.787.2252 53 2434 18 2311juil.-93 6.10 12 18 147.61 10.49

BonaVista Balanced Fund -9.89 -4.32 2.671.11 3.23 5.176.4742 49 2541 42 1944févr.-95 5.21 49 74 586.06 9.19

BonaVista Private Balanced Fund -9.28 -3.53 2.872.06 3.86 5.777.0530 36 2021 18 1118juil.-95 5.79 22 59 246.63 10.27

Burgundy Balanced Foundation Fund -14.12 -9.13 0.34-1.39 2.61 3.157.3381 81 7677 65 749oct.-02 5.78 23 20 137.51 10.58

Burgundy Balanced Foundation Fund II -11.75 -5.96 1.910.90 3.26 3.9464 64 5047 40 56mars-12 5.70 26 34 227.22 10.31

Burgundy Balanced Pension Fund -15.31 -11.60 -0.75-2.36 2.10 2.576.8389 94 8485 81 8428oct.-02 5.84 20 46 226.90 10.33

Burgundy Balanced Pension Fund II -12.82 -8.06 0.67-0.30 2.58 3.0571 76 7261 67 76mars-12 5.42 40 50 276.79 10.15

CC&L Genesis Fund -9.44 -3.17 2.631.32 3.30 4.636.8132 27 3036 37 2731déc.-85 4.98 59 70 496.26 9.46

CC&L Group Balanced Plus Fund II -9.53 -3.25 2.601.30 3.29 4.616.8034 29 3138 38 2832juil.-99 4.99 58 66 476.29 9.51

CI Portfolio Series Balanced Fund -12.86 -5.71 1.19-0.71 2.66 4.026.9374 62 6666 64 5322nov.-88 4.87 64 32 267.24 10.19

CI Signature Canadian Balanced Fund -10.82 -4.46 1.57-0.96 2.58 4.6557 52 5870 66 26juin-97 4.41 74 43 647.04 8.93

CI Signature Global Income & Growth Fund -7.65 -1.25 4.492.13 4.61 7.148.7413 14 818 8 24févr.-07 6.13 10 2 79.46 11.50

CI Signature Income & Growth Fund -13.62 -6.66 0.98-2.03 2.43 4.926.6479 72 6982 73 2139nov.-00 4.84 66 39 517.15 9.41

CIBC Balanced Pool -9.98 -3.94 1.920.97 3.07 3.936.1547 44 5046 50 5756mars-88 4.90 62 79 805.72 7.92

Cidel Canadian Balanced Fund -10.63 -3.99 2.640.36 3.48 4.186.7754 46 2955 27 4634déc.-90 5.44 38 20 327.53 10.04

Eterna Income Fund -18.30 -10.04 0.02-1.47 4.07 5.2194 86 7778 13 17déc.-12 7.93 2 13 127.89 10.73

FGP Balanced Fund -12.87 -9.24 -0.35-2.92 1.84 3.045.8674 82 8090 85 7768mars-93 4.81 66 81 695.56 8.71

FGP Income Fund -20.11 -18.41 -5.48-10.97 1.05 1.034.8197 100 100100 92 9694juin-09 6.60 7 6 718.64 8.62

Fidelity Strategic Balanced Institutional Trust -10.01 -2.76 2.992.01 3.40 4.537.1248 24 1822 30 3016mars-08 5.00 57 33 437.23 9.75

Fidelity Tactical Asset Allocation Institutional Trust -9.95 -3.13 2.650.77 3.10 4.4045 26 2749 48 38mars-11 4.72 68 46 626.92 9.00

Fiera Sceptre Balanced Core Fund -7.88 -0.97 4.523.75 4.80 6.397.7516 10 83 6 67août-84 6.29 9 13 327.90 10.04

Franklin Bissett Canadian Balanced Fund -15.03 -10.14 -1.72-4.19 1.06 2.075.7187 87 9293 92 9076juil.-91 4.07 84 88 725.11 8.58

Franklin Bissett Dividend Income Fund -15.98 -10.59 -1.05-1.04 2.51 3.686.4891 90 9072 70 6444mai-88 6.08 12 92 744.80 8.48

Franklin Quotential Balanced Growth Portfolio -9.72 -4.22 1.58-0.26 2.26 3.876.2039 48 5860 78 6052août-02 3.95 90 54 506.72 9.44

Franklin Templeton Institutional Balanced Trust -9.96 -5.49 0.59-0.96 2.51 3.486.9245 58 7470 70 6723nov.-96 4.61 72 68 376.29 9.89

GEM Balanced Pool -9.59 -4.04 2.372.15 3.38 4.336.1036 46 3818 34 4158févr.-06 5.32 42 66 666.30 8.88

Gryphon Strategic Allocation Fund -9.08 -6.80 1.41-2.13 3.02 4.135.3528 72 6283 52 4885avr.-05 5.63 28 23 467.40 9.52

Guardian Balanced Fund -8.25 -3.92 2.021.03 3.20 4.105.6719 43 4844 45 5078sept.-95 5.06 54 56 666.69 8.87

Guardian Balanced Income Fund -9.03 -3.35 1.431.65 2.45 3.2226 31 6128 72 72oct.-12 3.95 90 93 864.73 7.32

Guardian Managed Income Fund -7.58 -3.40 2.031.71 3.03 3.9612 33 4826 52 55avr.-15 4.71 68

Guardian Manged Income & Growth Fund -10.94 -6.18 1.700.57 3.39 4.3860 66 5552 32 40avr.-15 5.94 16

GWL Canadian Diversified Investment Fund 1 -7.09 -1.00 3.522.10 3.97 5.147.0210 10 1320 16 2019janv.-85 5.26 47 53 586.73 9.18

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Fonds équilibrés




GWL Canadian Equity/Bond Fund 1 -10.93 -4.90 2.360.38 3.29 4.487.2158 54 3854 38 3312avr.-98 5.45 37 32 157.24 10.45

GWL Income Investment Fund 1 -4.91 -1.26 2.131.83 2.83 3.355.112 14 4625 60 7088nov.-84 3.89 93 89 985.06 5.97

Highstreet Balanced Fund -8.89 -3.39 2.120.82 3.51 4.136.4722 32 4648 26 4844oct.-98 5.31 44 30 347.27 10.00

Highstreet Conservative Balanced Fund -5.88 -2.02 1.671.31 2.69 3.074.825 20 5637 63 7693févr.-10 3.90 92 91 964.97 6.90

HSBC Canadian Balanced Fund (Institutional Series) -12.63 -7.32 0.64-1.08 2.81 3.716.1769 74 7374 61 6354déc.-01 5.51 33 24 237.36 10.29

HughesLittle Balanced Fund -15.06 -8.67 7.403.59 9.23 9.7112.9587 79 15 1 11août-05 14.23 1 1 114.78 15.41

Industrial Alliance Diversified Fund -9.90 -3.65 1.45-0.28 2.44 2.825.9142 38 6060 72 8066janv.-87 4.03 86 62 566.54 9.23

Industrial Alliance Diversified Opportunity Fund -12.84 -5.71 0.67-1.66 1.80 2.575.7772 62 7280 86 8473déc.-98 3.77 96 63 396.51 9.86

Industrial Alliance Diversified Security Fund -4.92 0.31 2.401.64 2.86 3.015.412 3 3628 58 7883déc.-98 3.51 97 79 895.73 7.17

Integra Balanced Fund -11.00 -5.58 1.80-0.12 2.93 4.035.8561 60 5458 56 5269janv.-88 5.17 52 30 567.26 9.25

Integra Diversified Fund -10.94 -5.52 1.83-0.03 2.96 4.055.9360 58 5357 55 5265juin-87 5.19 50 27 537.31 9.35

Invesco (Growth) -14.16 -9.47 -1.04-2.71 1.16 1.215.6581 84 9087 90 9578juin-92 4.01 87 78 365.82 9.92

Invesco (Trimark Global Balanced) -21.61 -18.31 -4.78-10.70 -0.74 -0.376.3399 100 98100 99 9948oct.-99 4.22 80 8 28.37 12.30

Invesco (Trimark Income Growth) -17.79 -10.49 -0.87-3.28 2.30 2.616.2993 89 8792 76 8350sept.-87 5.78 23 41 107.13 11.10

J Zechner Associates Inc Balanced Fund -14.39 -11.20 -4.59-6.93 -1.68 -1.432.3184 93 9896 100 100100juil.-00 0.86 100 98 923.49 7.05

Jarislowsky Fraser Balanced Fund -9.52 -3.68 2.161.58 3.56 4.287.2134 38 4430 25 4312avr.-97 5.46 34 34 187.23 10.38

Kingwest Balanced Portfolio -22.06 -16.83 -3.31-8.27 0.56 1.984.45100 98 9697 96 9198nov.-09 5.45 36 58 846.65 7.54

Leith Wheeler Diversified Pooled Fund -14.80 -9.94 -0.39-2.85 2.27 3.606.3185 86 8088 77 6548janv.-01 5.57 30 50 336.79 10.02

Letko Brosseau RSP Balanced Fund -19.36 -15.06 -2.82-7.31 0.85 1.835.8396 97 9596 94 9270juil.-05 5.28 46 18 87.63 11.45

Lincluden Balanced Fund - Series O -14.41 -9.18 -0.74-2.17 1.90 2.014.9084 82 8484 84 9091sept.-00 4.88 63 82 745.51 8.47

Lincluden Income Plus Pooled Fund -11.73 -7.94 -0.60-1.06 1.68 1.684.7264 76 8274 87 9395févr.-07 4.24 79 96 914.64 7.09

London Life Diversified Fund (LC) -9.02 -3.43 2.260.58 2.99 4.255.7926 34 4152 54 4472juil.-81 4.66 70 60 736.60 8.50

Manulife Asset Management Diversified Fund -10.04 -1.68 2.521.48 3.11 4.466.1950 17 3333 48 3553juin-05 4.34 76 74 696.03 8.76

Mawer Balanced Pooled Fund -7.84 -0.53 4.913.34 5.28 5.909.3016 7 48 4 92févr.-99 6.78 5 4 49.03 11.93

Mawer Global Balanced Fund -4.82 2.41 7.285.89 6.64 7.262 1 11 2 2juil.-13 7.73 2 29.58

Mawer Tax Effective Balanced Fund -7.45 -0.34 4.853.35 5.21 5.859.2512 6 68 4 102janv.-88 6.64 6 5 58.86 11.75

MFS Balanced Fund -9.03 -1.93 3.692.56 4.02 5.686.7426 19 1212 14 1235mars-99 5.57 30 26 407.35 9.84

MFS Balanced Growth Fund -8.82 -1.29 4.923.73 4.91 6.426.8322 14 43 5 429sept.-91 6.51 7 10 288.14 10.11

MFS Balanced Value Fund -9.65 -2.88 2.502.32 3.62 4.546.9538 24 3414 24 3021août-01 5.32 42 40 127.14 10.78

MFS LifePlan Retiree Fund -3.87 0.61 3.273.50 3.22 3.885.441 2 156 43 5982juil.-05 3.89 93 86 965.13 6.90

MFS Responsible Balanced Fund -8.95 -2.30 3.352.26 3.64 5.266.6723 22 1415 23 1638août-00 5.17 52 42 427.11 9.79

PH&N Balanced Pension Trust -9.41 -3.19 3.071.47 4.03 5.296.6632 28 1733 14 1438oct.-02 5.92 18 14 267.84 10.18

QV Investors Canadian Balanced Fund -13.21 -8.44 -2.26-2.89 0.34 0.574.9477 78 9489 97 9790déc.-96 2.66 98 98 833.83 7.57

RBC Vision Balanced Fund -7.87 -0.41 3.9516 6 2juil.-17

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Fonds équilibrés




Scheer Rowlett Balanced Fund -12.39 -6.33 1.28-0.58 3.37 4.396.0966 69 6464 34 3960févr.-92 5.94 16 47 466.86 9.57

SEAMARK Balanced Pooled Fund -13.02 -5.53 -0.53-0.71 1.90 2.715.9575 59 8266 84 8162juil.-97 3.85 95 70 186.27 10.38

SEI Balanced 50/50 Fund -10.54 -5.29 1.12-0.78 2.17 3.225.6953 56 6768 80 7276juin-13 4.12 82 73 786.11 8.06

SEI Balanced 60/40 Fund -12.41 -6.62 0.86-1.48 2.26 3.355.9466 71 7078 78 7063mai-01 4.61 72 51 606.77 9.11

Signature Diversified Yield Fund -18.06 -11.65 -0.83-1.04 0.71 2.3394 94 8672 95 87févr.-11 4.07 84 96 804.64 7.90

Sionna Balanced Pooled Fund -15.45 -10.83 -1.28-3.23 1.50 2.404.6190 91 9192 88 8697juin-03 4.84 65 84 875.37 7.24

Sun Life Financial Granite Retirement Seg Fund -6.45 -1.34 2.832.18 3.19 3.815.227 16 2116 46 6187déc.-09 4.36 76 83 985.43 6.26

Sun Life Granite Balanced Segregated Fund -10.71 -4.43 2.661.05 3.76 4.727.1555 51 2742 20 2415févr.-09 5.91 18 12 188.00 10.39

Sun Life Granite Conservative Segregated Fund -6.63 -2.01 2.281.59 2.85 3.495.428 20 4030 59 6783févr.-09 4.10 82 80 905.63 7.12

Sun Life Granite Growth Segregated Fund -13.43 -6.21 2.740.55 4.13 5.287.9178 67 2352 11 156févr.-09 6.89 4 2 29.38 12.38

Sun Life Granite Moderate Segregated Fund -9.57 -3.91 2.401.03 3.40 4.186.5536 42 3644 32 4641févr.-09 5.31 44 37 547.18 9.30

TD Emerald Balanced Fund Passive -9.93 -3.87 2.221.21 3.21 4.486.0943 41 4239 44 3459avr.-92 5.06 54 64 686.41 8.82

TD Greystone Balanced Fund -8.25 -0.81 4.382.55 4.16 6.076.8819 9 1012 10 826janv.-92 5.45 36 10 418.07 9.81

TD Greystone Balanced Plus Fund -6.52 0.24 4.833.12 4.53 6.428 3 610 8 4avr.-15 5.63 28

82 82 8182 81 8169 81 77 79Nombre de fonds

-11.13 -5.43 1.53-0.04 2.97 3.966.37 5.20 6.75 9.31Rendement moyen

-5.76 -0.15 4.873.60 4.98 6.418.39 6.77 8.85 11.745e percentile

-9.01 -2.97 2.671.80 3.57 4.676.90 5.73 7.35 10.221er quartile

-10.05 -4.37 1.920.68 3.07 4.106.29 5.19 6.79 9.44Médiane

-13.00 -7.65 0.51-1.16 2.34 3.095.72 4.37 6.01 8.443e quartile

-18.60 -12.92 -2.79-5.90 0.71 1.334.75 3.83 4.67 6.9495e percentile

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Actions canadiennes




FGP Canadian Dividend Fund -25.52 -23.42 -7.51-13.21 -0.80 -0.4585 94 9695 88 88févr.-15 5.83 41

Addenda Canadian Equity Pooled Fund -16.78 -9.32 -0.29-1.79 2.97 3.255.3710 13 2121 16 3048oct.-06 6.29 30 32 366.53 10.72

Beutel Goodman Canadian Dividend Fund -20.63 -14.13 -1.42-4.05 3.30 3.688.1945 52 3350 10 174sept.-03 8.18 4 3 39.09 13.72

Beutel Goodman Canadian Equity Fund -21.86 -17.53 -2.96-6.27 1.39 2.066.2467 80 7173 50 6621janv.-91 6.77 17 20 147.10 11.77

Beutel Goodman Fundamental Canadian Equity Fund -21.05 -17.33 -2.45-5.84 1.70 2.2455 78 6267 40 62juil.-14 7.10 11

Beutel Goodman North American Focused Equity Fund -15.07 -7.81 1.68-0.52 6.40 7.599.534 10 713 1 11mai-99 10.29 1 2 110.58 16.04

BlackRock Active Canadian Equity Fund -20.39 -14.32 -1.88-3.91 0.68 2.924.2942 54 4649 72 4470sept.-97 4.82 74 82 924.36 7.80

BlackRock Canada Alpha Advantage -19.78 -13.88 -2.02-3.24 1.00 3.0236 44 5235 62 37oct.-11 5.10 62 84 784.30 8.57

BlackRock Canadian Equity Index Class A -20.83 -14.08 -1.85-3.59 0.95 2.914.1351 49 4439 64 4575juil.-93 5.10 62 72 844.80 8.29

BMO AM Canadian Core Alpha Fund -21.52 -15.28 -2.31-4.21 1.04 2.5161 60 6052 60 58juil.-10 5.59 48 55 585.78 9.89

BMO AM Canadian Equity Fund -22.66 -12.93 -1.48-4.48 1.83 2.544.9972 38 3654 36 5857août-92 5.90 39 40 556.27 9.99

BMO AM Canadian Smart Alpha Equity Fund -16.41 -8.32 1.771.99 4.21 5.226 11 63 5 4juin-11 7.60 7 5 118.53 12.04

BonaVista Canadian Equity Fund -21.71 -16.07 -2.21-4.60 1.30 3.215.4464 67 5756 52 3246févr.-95 6.18 32 57 285.70 11.07

Burgundy Canadian Large Cap Equity Fund -24.49 -22.65 -5.68-7.48 -1.95 -0.7084 92 8878 94 89mars-12 4.03 87 98 902.32 7.96

Burgundy Focus Canadian Equity Fund -32.51 -32.47 -10.01-13.90 -4.25 -2.983.4298 100 9896 98 9891mai-99 4.48 80 97 842.75 8.28

CC&L Canadian Equity Fund -18.59 -10.86 -1.37-2.58 1.05 2.935.6628 24 3129 58 4234nov.-91 4.27 84 54 165.81 11.67

CC&L Equity Income & Growth Fund -17.45 -11.01 -0.37-1.03 2.98 3.3217 25 2215 16 27déc.-12 6.80 16 12 87.73 12.32

CC&L Group Canadian Equity Fund -19.78 -12.35 -1.51-3.43 1.24 3.065.6336 35 3737 54 3636déc.-91 4.95 72 50 315.93 10.89

CC&L Q Canadian Equity Core Fund -20.96 -13.80 -1.63-4.26 1.44 3.215.5553 42 4052 47 3241déc.-01 5.65 44 46 546.06 10.12

CC&L Q Canadian Equity Growth Fund -21.77 -14.09 -1.72-5.09 1.35 3.106.3265 50 4159 51 3616déc.-00 5.62 46 23 246.80 11.24

CI Cambridge All Canadian Equity Fund -26.86 -20.38 -5.50-9.20 -1.53 -1.0289 89 8788 91 91déc.-11 3.84 89 18 27.28 13.79

CI Cambridge Canadian Institutional Equity Fund -22.90 -15.28 -3.58-5.9576 60 7669juil.-16

CI Signature Dividend Fund -19.90 -14.25 -2.43-6.31 1.01 2.245.9538 53 6274 61 6227oct.-96 5.24 56 10 507.94 10.28

CIBC Canadian Equity All Cap Value Pool -21.18 -13.88 -1.97-3.66 1.43 2.054.1558 44 5044 48 6674juil.-99 5.67 44 87 914.03 7.89

CIBC Canadian Equity Large Cap Dividend Value Pool -21.61 -15.74 -2.09-3.84 1.64 2.9262 64 5448 41 44déc.-11 6.52 23 93 943.35 7.34

CIBC Canadian Equity S&P/TSX Index Pool -20.80 -14.11 -1.92-3.65 0.89 2.844.0848 51 4843 68 5080juil.-97 5.03 68 75 874.73 8.22

CIBC Canadian Equity Small Cap Pool -33.73 -28.92 -13.00-17.28 -6.01 -6.171.41100 98 10099 100 10098avr.-96 0.79 100 98 512.52 10.26

Cidel Canadian Total Return Equity Pooled Fund -20.47 -15.73 -3.57-5.95 1.50 0.916.2343 64 7669 44 8322déc.-98 6.34 28 19 187.20 11.61

Dixon Mitchell Canadian Equity Fund -22.49 -17.57 -4.45-5.67 -0.34 1.0370 80 8166 85 81oct.-14 4.51 79

Dixon Mitchell Small Cap Fund -26.97 -17.96 -3.16-5.51 1.53 2.3690 83 7464 44 60avr.-11 7.08 11 74 84.75 12.47

Eterna Canadian Equity Fund -21.62 -16.46 -2.60-6.72 1.76 3.3762 72 6675 38 25déc.-12 6.91 14 19 517.18 10.24

Eterna Quebec Equity Fund -27.08 -19.59 -2.89-8.69 2.26 1.0590 86 6986 25 81janv.-14 8.59 3 210.81

FGP Canadian Equity Fund -29.99 -27.82 -9.19-15.74 -2.72 -2.223.1996 97 9897 96 9695janv.-93 4.82 74 54 565.82 9.96

Fidelity Canadian Core Equity Institutional Trust -17.52 -8.98 0.74-0.08 2.85 4.166.0918 12 1111 18 1224juil.-02 6.04 36 24 226.74 11.34

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Fidelity Canadian Focused Equity Institutional Trust -16.53 -6.88 2.021.44 3.69 5.227 6 44 7 4mars-11 6.51 23 21 57.01 13.40

Fidelity Canadian Low Volatility Institutional Trust -14.83 -4.64 3.053.77 4.41 5.183 1 31 4 6juil.-12 6.81 16 16 107.43 12.23

Fidelity Canadian Systematic Equity Institutional Trust -17.18 -8.82 1.260.62 3.21 4.246.9613 12 97 11 118oct.-02 6.46 24 22 146.86 11.76

Fiera Capital Canadian Equity - Core Fund -17.57 -10.56 -0.03-1.92 1.88 4.055.2718 22 1822 34 1351nov.-97 5.25 56 35 616.42 9.70

Fiera Capital Canadian Equity - Small Cap Core Fund -28.23 -18.81 -5.93-9.12 -2.58 -2.135.5493 85 8988 96 9642déc.-88 1.97 98 88 73.94 12.63

Fiera Capital Canadian Equity Ethical ESG Fund -12.35 -4.18 4.303.671 1 11nov.-16

Fiera Capital Canadian Equity Fund -12.73 -4.60 4.223.951 1 11nov.-16

Fiera Capital High Income Equity -17.19 -9.97 -1.92-1.56 1.03 3.4313 17 4818 60 23oct.-09 3.99 88 94 783.24 8.55

Franklin Bissett Canadian Equity Fund -18.23 -11.33 -1.85-2.38 1.78 2.947.1926 28 4426 37 406mars-83 5.35 52 64 295.32 11.03

Galibier Canadian Equity Pool -29.84 -20.00 -3.78-9.94 -0.23 1.4096 88 7891 84 77sept.-12 5.43 50 10 67.95 12.98

GEM Canadian Equity Pool -21.82 -16.94 -2.51-5.22 1.21 1.864.6266 76 6461 55 7262févr.-06 6.33 28 40 566.28 9.96

Gryphon Canadian Equity Fund -20.64 -17.12 -2.01-6.91 1.47 2.953.5946 77 5276 45 4087sept.-07 6.73 18 27 506.61 10.28

Guardian Canadian Equity Fund -21.15 -16.27 -2.32-4.59 1.26 1.975.0858 70 6056 54 6955mars-69 6.19 32 36 446.40 10.49

Guardian Canadian Equity Select Fund -20.57 -14.98 -2.20-2.9444 58 5732août-16

Guardian Canadian Focused Equity Fund -28.75 -26.62 -5.05-7.85 0.8194 96 8481 83déc.-15

Guardian Canadian Growth Fund -21.87 -17.41 -5.49-8.95 -1.91 -0.423.3367 79 8787 94 8894juil.-86 2.41 96 85 724.22 8.88

Guardian Equity Income Fund -23.58 -17.12 -4.78-6.14 -0.83 -0.205.7579 77 8371 88 8632août-03 3.72 90 96 942.80 7.40

GWL Canadian Equity Fund 2 -17.41 -10.19 0.04-1.98 2.28 3.656.5316 19 1723 24 1814janv.-70 5.66 44 35 196.41 11.57


GWL Canadian Equity Index Fund -20.85 -14.07 -1.89-3.64 0.92 2.874.0851 48 4743 68 4880févr.-64 5.05 66 73 864.78 8.24

GWL Dividend Fund (G) -18.68 -12.17 -1.45-2.84 2.12 3.366.7530 34 3430 28 2512nov.-97 6.04 36 29 326.59 10.83

GWL Ethics Fund 9.02G -17.25 -9.99 -0.06-2.09 2.09 3.476.3214 18 1824 30 2217déc.-00 5.36 52 48 356.01 10.75

GWL Mid Cap Canada Fund (G) -18.27 -6.91 -1.61-2.44 3.41 2.887.0326 7 3927 9 488nov.-97 6.17 33 65 45.29 13.58

Heward Canadian Dividend Growth Fund -20.87 -12.67 -1.10-1.91 2.72 2.766.8552 37 2722 20 5410juil.-09 6.98 13 49 465.98 10.40

Hexavest Canadian Equity Fund -27.91 -21.95 -6.87-9.14 -1.37 -2.011.7892 91 9388 91 9698sept.-06 4.57 77 83 934.33 7.62

Highstreet Canadian Equity Fund -19.82 -14.59 -2.98-5.36 1.07 1.505.1937 56 7262 58 7653oct.-98 5.42 50 7 28.30 13.79

Highstreet Dividend Income Fund -15.03 -11.02 0.55-0.67 4.47 4.414 25 1314 4 10nov.-12 8.75 2 2 69.55 13.14

Hillsdale Canadian Core Equity Fund -22.64 -16.64 -4.66-8.47 -0.22 0.614.7572 74 8284 84 8460janv.-10 4.36 82 26 176.67 11.63

Hillsdale Canadian Micro Cap Equity Fund -27.86 -24.65 -7.33-13.89 5.25 2.856.8692 95 9596 2 5010mars-09 14.42 1 1 116.25 22.17

Hillsdale Canadian Small Cap Equity Fund -30.66 -23.74 -8.08-14.45 0.62 -0.515.0296 94 9696 73 8856janv.-96 7.84 6 8 58.06 13.23

HSBC Canadian Dividend Income Pooled Fund -21.58 -16.38 -2.52-5.03 2.05 2.845.6162 71 6459 30 5036déc.-96 7.26 9 14 187.64 11.60

HSBC Canadian Equity Pooled Fund -21.25 -15.63 -2.16-4.46 2.26 3.215.2259 62 5654 25 3252oct.-97 7.30 9 12 167.75 11.66

Industrial Alliance Canadian Equity Growth -19.03 -11.75 -0.64-3.00 2.10 3.855.4632 30 2433 29 1546oct.-01 5.89 40 30 406.58 10.62

Industrial Alliance Canadian Equity Value -18.68 -11.36 -1.42-3.80 1.32 2.943.9330 28 3347 52 4084déc.-69 4.76 75 80 804.53 8.51

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Industrial Alliance Dividend Fund -20.31 -14.11 -1.59-3.12 2.81 3.086.2940 51 3834 18 3619déc.-97 7.54 7 16 227.39 11.30

Integra Canadian Value Growth Fund -20.67 -15.29 -2.96-5.31 0.70 1.593.8046 60 7162 71 7585janv.-99 5.15 59 28 386.60 10.67

Jarislowsky Fraser Canadian Equity Fund -20.42 -14.40 -2.12-3.25 1.86 1.965.5642 54 5435 34 6939avr.-97 6.39 26 33 246.47 11.24

Jarislowsky Fraser Dividend Growth Fund -17.91 -11.98 -0.90-1.28 2.62 3.2222 32 2617 22 31juin-18 6.63 20 35 196.42 11.55

Jarislowsky Fraser Small/Mid Cap Equity Fund -23.87 -9.59 -1.46-6.8681 14 3576août-16

Kingwest Canadian Equity Portfolio -23.65 -19.03 -2.17-8.11 2.71 3.346.1380 85 5682 20 2624oct.-05 9.01 2 2 429.29 10.56

Landry Canadian Equity Fund -24.19 -16.27 -3.19-6.27 0.49 2.083.9982 70 7473 76 6583mai-03 5.18 58 68 665.10 9.33

Leith Wheeler Canadian Dividend Fund -25.98 -20.41 -5.40-9.60 1.00 1.8686 89 8690 62 72déc.-10 7.20 10 12 137.73 11.85

Leith Wheeler Canadian Equity Fund -22.79 -17.78 -3.80-7.48 0.75 2.765.8875 82 7878 71 5428mai-94 6.00 37 53 305.85 11.00

Letko Brosseau Canadian Equity Fund -33.51 -31.79 -17.2899 100 99mai-17

Lincluden Stable Income Equity Fund -26.36 -20.86 -5.35-8.28 -0.06 -0.2787 90 8683 82 86janv.-13 5.94 38 29 216.59 11.45

London Life Canadian Equity Fund (LC) -21.93 -16.37 -3.10-5.97 0.01 1.433.5368 71 7470 81 7688janv.-80 4.58 76 55 635.80 9.59

London Life Dividend Fund (LC) -18.71 -12.21 -1.47-2.89 1.98 3.315.5830 34 3631 31 2838juin-05 5.87 40 77 814.63 8.45

Louisbourg Canadian Equity Fund -20.31 -12.68 -2.70-5.40 1.18 2.2240 37 6763 56 62déc.-10 4.98 71 94 963.22 7.07

Louisbourg Dividend Fund -20.18 -12.49 -2.41-4.81 1.43 2.2039 36 6257 48 63déc.-10 5.25 56 81 754.45 8.75

Louisbourg Quantitative Canadian Equity Fund -17.25 -5.29 0.92-1.19 5.08 7.1214 3 1016 2 1oct.-11 7.85 6 26 296.67 11.02

Manitou Canadian Equity Fund -15.06 -5.27 3.652.50 5.73 7.594 3 13 1 1août-10 8.68 3 21 506.96 10.28

Manulife AM Canadian Core Equity Pooled Fund -16.63 -7.11 1.660.22 3.70 4.928 8 79 7 7déc.-11 6.59 20 2 149.34 11.79

Manulife AM Canadian Large Cap Growth Pooled -18.00 -10.47 0.27-1.59 1.86 3.675.3223 21 1518 34 1850août-06 5.20 58 38 286.37 11.07

Manulife AM Canadian S&P/TSX Index -20.80 -14.06 -1.84-3.59 0.95 2.924.1149 46 4338 64 4378janv.-98 5.10 62 72 844.81 8.28

Manulife Asset Management Canadian Equity Fund -16.70 -6.16 2.060.72 3.13 5.225.549 4 46 12 442mai-05 5.60 47 46 636.09 9.64

Manulife Capped Canadian Equity Fund -16.80 -6.41 1.900.51 3.10 5.095.5310 5 57 14 643déc.-90 5.63 46 43 626.16 9.69

Mawer Canadian Equity Pooled Fund -17.93 -11.17 -0.50-2.56 2.76 3.298.6522 27 2328 19 293févr.-99 6.57 21 5 28.70 13.90

MFS Canadian Equity Fund -18.18 -11.09 0.35-1.69 1.60 4.324.3025 26 1419 42 1070janv.-81 5.05 67 32 416.50 10.59

MFS Low Volatility Canadian Equity Fund -18.30 -10.42 -0.360.22 1.69 3.765.8626 21 2210 40 1629janv.-94 4.97 72 71 384.83 10.65

MFS Responsible Canadian Research Equity Fund -17.75 -9.91 0.56-1.04 1.85 4.425.3320 16 1215 35 1049août-00 5.02 68 46 536.08 10.16

Montrusco Bolton Canadian Equity Fund -18.55 -9.83 -0.59-2.92 1.04 3.194.4328 16 2432 59 3367janv.-86 3.96 88 80 764.54 8.65

Montrusco Bolton Equity Income Fund -16.82 -6.83 1.510.44 3.55 5.707.7710 6 88 8 35sept.-02 6.32 28 68 715.12 8.95

Northern Trust Asset Mgmt. Canadian Equity Fund -22.69 -15.84 -2.84-5.74 0.52 1.914.2174 66 6966 76 7172avr.-79 5.08 63 65 615.29 9.72

Optimum Canadian Equity -17.70 -11.37 -1.60-3.67 1.50 2.793.3320 28 3944 44 5294janv.-97 5.00 70 88 983.94 6.73

PCJ Canadian Equity Fund -21.00 -13.58 -1.38-3.69 0.56 2.734.0854 41 3145 74 5580août-97 4.45 80 79 894.58 8.10

Pembroke Canadian Growth Fund -29.01 -22.70 -6.79-11.33 -3.11 -1.745.8294 92 9393 97 9430févr.-07 2.52 95 95 353.10 10.75

Pembroke Dividend Growth Fund -22.92 -14.37 -4.10-8.70 0.45 1.1076 54 8086 77 80janv.-12 4.54 78 57 325.65 10.83

PH&N Canadian Equity Fund -21.03 -13.87 -2.58-3.57 0.92 2.754.7255 44 6638 68 5460oct.-02 5.00 70 64 355.31 10.76

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PH&N Canadian Equity Value Fund -21.12 -15.62 -2.02-4.17 1.73 2.546.0157 62 5251 39 5826déc.-09 6.60 20 25 486.70 10.36

PH&N Conservative Equity Income Fund -19.16 -13.05 -1.23-2.18 2.19 3.5434 39 2825 27 20avr.-12 6.40 26 41 446.24 10.50

PH&N Dividend Income Fund -19.17 -13.07 -1.29-2.46 2.24 3.485.7034 39 3027 26 2233juin-77 6.47 24 51 575.92 9.91

Picton Mahoney 130/30 Alpha Extension Fund -24.07 -15.50 -1.11-4.75 1.42 3.906.3282 61 2757 49 1418mars-07 6.15 34 56 585.77 9.89

QV Investors Canadian Equity Fund -22.47 -16.19 -6.14-7.86 -1.09 -1.094.8570 69 9181 89 9159déc.-06 3.10 93 77 424.63 10.56

RBC QUBE 120/20 Canadian Equity Fund -22.68 -16.58 -2.71-6.00 0.59 2.0073 73 6870 74 68nov.-11 5.41 50 59 675.49 9.25

RBC QUBE Canadian Equity Fund -22.38 -15.91 -2.33-5.19 0.04 1.8170 66 6060 81 73nov.-11 4.47 80 76 784.69 8.58

RBC QUBE Low Volatility Canadian Equity Fund -17.77 -10.73 0.05-0.44 3.14 2.9821 23 1712 12 38nov.-11 6.93 14 7 108.23 12.16

RBC Vision Canadian Equity Fund -21.09 -13.86 -3.6056 43 40mai-17

SEAMARK Canadian Equity Pooled Fund -23.40 -15.71 -6.08-7.64 -1.65 -1.292.7578 64 9079 92 9296juil.-97 2.21 97 87 654.05 9.48

SEAMARK Pooled Low Volatility Equity Fund -14.19 -7.91 -0.21-0.03 3.16 2.572 10 2011 12 57juil.-12 6.13 34 9 98.05 12.29

SEI Canadian Equity Fund -21.60 -14.61 -3.05-5.71 0.10 1.233.5062 56 7366 80 7989août-97 4.16 86 61 655.44 9.42

Sionna Canadian All Cap Pooled Fund -24.36 -19.67 -4.59-8.49 -0.40 1.184.3383 87 8284 86 7969déc.-07 5.10 62 61 745.42 8.75

Sionna Canadian Equity Pooled Fund -22.75 -18.39 -4.01-7.63 0.43 1.774.5575 84 8079 78 7464juin-03 5.77 41 43 696.18 9.10

TD Emerald Canadian Equity Index Fund -20.80 -14.07 -1.86-3.60 0.92 2.884.1249 48 4540 66 4777juil.-91 5.06 65 74 854.77 8.26

TD Emerald CDN Market Capped Pooled Fund Trust -20.78 -14.06 -1.86-3.60 0.92 2.894.1348 46 4540 66 4676août-00 5.06 65 74 864.77 8.25

TD Emerald Low Volatility Canadian Equity PFT -16.44 -9.83 0.691.07 2.85 3.549.236 16 125 18 201sept.-09 6.29 30 16 447.42 10.51

TD Greystone Canadian Equity Fund -19.64 -11.74 -1.22-3.84 -0.58 2.053.4936 30 2848 87 6690mars-96 2.43 96 84 894.32 8.13

Triasima Canadian All Capitalization Equity -24.81 -17.63 -6.08-10.51 -1.91 -1.664.5084 81 9092 94 9465nov.-09 2.47 96 67 715.18 8.93

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Triasima Canadian Equity Fund -19.18 -11.92 -1.96-4.2434 32 5052janv.-16

Triasima Canadian Small Capitalization Equity -26.64 -16.94 -7.12-10.85 0.43 -1.474.4888 76 9492 78 9366juin-07 5.32 54 90 443.76 10.48

Wise Capital Management All Cap Canadian Equity Fund -33.43 -28.60 -11.94-18.36 -5.21 -3.960.2199 98 99100 99 99100juin-03 1.75 99 98 982.09 6.83

124 124 122124 115 11683 122 112 114Nombre de fonds

-21.23 -14.52 -2.30-4.77 1.25 2.315.17 5.55 5.94 10.16Rendement moyen

-15.74 -6.47 1.881.08 4.11 5.207.65 8.02 8.65 13.365e percentile

-18.18 -11.01 -0.79-2.21 2.26 3.376.05 6.43 6.69 11.201er quartile

-20.82 -14.10 -1.97-4.11 1.39 2.845.32 5.42 5.95 10.30Médiane

-22.77 -16.83 -3.35-6.60 0.54 1.614.13 4.70 4.72 8.723e quartile

-29.48 -25.17 -7.33-13.22 -2.28 -1.873.09 2.53 3.04 7.2895e percentile

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Actions canadiennes (de base)




Addenda Canadian Equity Pooled Fund -16.78 -9.32 -0.29-1.79 2.97 3.255.3715 24 3329 20 3644oct.-06 6.29 23 27 286.53 10.72

BlackRock Active Canadian Equity Fund -20.39 -14.32 -1.88-3.91 0.68 2.924.2957 67 4848 85 5586sept.-97 4.82 81 78 924.36 7.80

BlackRock Canada Alpha Advantage -19.78 -13.88 -2.02-3.24 1.00 3.0243 62 5743 80 50oct.-11 5.10 67 86 864.30 8.57

BMO AM Canadian Core Alpha Fund -21.52 -15.28 -2.31-4.21 1.04 2.5186 76 6853 76 65juil.-10 5.59 46 63 495.78 9.89

CC&L Q Canadian Equity Core Fund -20.96 -13.80 -1.63-4.26 1.44 3.215.5571 58 4361 56 4422déc.-01 5.65 34 54 456.06 10.12

Cidel Canadian Total Return Equity Pooled Fund -20.47 -15.73 -3.57-5.95 1.50 0.916.2362 85 9090 50 908déc.-98 6.34 20 10 187.20 11.61

Fidelity Canadian Core Equity Institutional Trust -17.52 -8.98 0.74-0.08 2.85 4.166.0924 20 2019 25 2514juil.-02 6.04 28 19 226.74 11.34

Fidelity Canadian Focused Equity Institutional Trust -16.53 -6.88 2.021.44 3.69 5.221 10 41 4 4mars-11 6.51 14 14 17.01 13.40

Fiera Capital Canadian Equity - Core Fund -17.57 -10.56 -0.03-1.92 1.88 4.055.2728 33 2938 40 3057nov.-97 5.25 58 32 556.42 9.70

Guardian Canadian Equity Fund -21.15 -16.27 -2.32-4.59 1.26 1.975.0876 91 7171 65 8071mars-69 6.19 26 34 356.40 10.49

Heward Canadian Dividend Growth Fund -20.87 -12.67 -1.10-1.91 2.72 2.766.8567 48 3834 30 601juil.-09 6.98 5 59 365.98 10.40

Hexavest Canadian Equity Fund -27.91 -21.95 -6.87-9.14 -1.37 -2.011.78100 100 100100 100 100100sept.-06 4.57 86 82 954.33 7.62

Hillsdale Canadian Core Equity Fund -22.64 -16.64 -4.66-8.47 -0.22 0.614.7594 94 9596 94 9478janv.-10 4.36 90 22 156.67 11.63

HSBC Canadian Equity Pooled Fund -21.25 -15.63 -2.16-4.46 2.26 3.215.2280 82 6267 35 4064oct.-97 7.30 1 5 107.75 11.66

Louisbourg Canadian Equity Fund -20.31 -12.68 -2.70-5.40 1.18 2.2253 52 8181 70 70déc.-10 4.98 76 100 1003.22 7.07

Louisbourg Dividend Fund -20.18 -12.49 -2.41-4.81 1.43 2.2048 43 7676 60 74déc.-10 5.25 60 74 824.45 8.75

Manulife AM Canadian Core Equity Pooled Fund -16.63 -7.11 1.660.22 3.70 4.925 14 1414 1 15déc.-11 6.59 10 1 69.34 11.79

Manulife Asset Management Canadian Equity Fund -16.70 -6.16 2.060.72 3.13 5.225.549 1 15 10 128mai-05 5.60 43 46 636.09 9.64

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Manulife Capped Canadian Equity Fund -16.80 -6.41 1.900.51 3.10 5.095.5318 4 99 14 1034déc.-90 5.63 38 41 586.16 9.69

MFS Responsible Canadian Research Equity Fund -17.75 -9.91 0.56-1.04 1.85 4.425.3332 29 2324 44 2050août-00 5.02 72 50 426.08 10.16

SEI Canadian Equity Fund -21.60 -14.61 -3.05-5.71 0.10 1.233.5090 71 8686 90 8593août-97 4.16 94 68 685.44 9.42


22 22 2222 21 2115 22 23 23Nombre de fonds

-19.75 -12.42 -1.36-3.28 1.72 2.915.09 5.47 5.82 9.99Rendement moyen

-16.63 -6.45 2.010.75 3.63 5.206.41 6.95 7.76 11.865e percentile

-17.53 -9.47 0.42-1.23 2.85 4.175.54 6.23 6.60 11.031er quartile

-20.24 -12.67 -1.92-4.06 1.50 3.025.33 5.44 6.08 9.82Médiane

-21.10 -15.11 -2.39-4.76 1.05 2.174.91 4.99 4.40 9.053e quartile

-22.93 -17.01 -4.69-8.20 -0.30 0.382.98 4.09 3.61 7.6295e percentile

PAGE 13 DE 60


Actions canadiennes (croissance)




CC&L Q Canadian Equity Growth Fund -21.77 -14.09 -1.72-5.09 1.35 3.106.3284 83 8391 72 6428déc.-00 5.62 45 1 246.80 11.24

Guardian Canadian Growth Fund -21.87 -17.41 -5.49-8.95 -1.91 -0.423.3390 100 100100 100 100100juil.-86 2.41 100 100 834.22 8.88



GWL Ethics Fund 9.02G -17.25 -9.99 -0.06-2.09 2.09 3.476.321 10 3333 36 5436déc.-00 5.36 55 60 426.01 10.75

GWL Mid Cap Canada Fund (G) -18.27 -6.91 -1.61-2.44 3.41 2.887.0341 1 7542 1 731nov.-97 6.17 1 70 15.29 13.58

Industrial Alliance Canadian Equity Growth -19.03 -11.75 -0.64-3.00 2.10 3.855.4650 58 4250 28 1855oct.-01 5.89 18 10 506.58 10.62

Manulife AM Canadian Large Cap Growth Pooled -18.00 -10.47 0.27-1.59 1.86 3.675.3226 33 81 45 2863août-06 5.20 64 50 336.37 11.07

MFS Canadian Equity Fund -18.18 -11.09 0.35-1.69 1.60 4.324.3034 42 18 55 173janv.-81 5.05 72 20 586.50 10.59

PCJ Canadian Equity Fund -21.00 -13.58 -1.38-3.69 0.56 2.734.0875 76 6759 82 8182août-97 4.45 81 80 1004.58 8.10

Picton Mahoney 130/30 Alpha Extension Fund -24.07 -15.50 -1.11-4.75 1.42 3.906.32100 92 5084 64 1044mars-07 6.15 8 63 755.77 9.89

TD Greystone Canadian Equity Fund -19.64 -11.74 -1.22-3.84 -0.58 2.053.4966 50 5866 91 9092mars-96 2.43 92 90 924.32 8.13


13 13 1313 12 1212 12 11 13Nombre de fonds

-19.46 -11.91 -1.11-3.48 1.38 3.075.42 5.01 5.77 10.46Rendement moyen

-17.30 -8.76 0.30-1.65 2.82 4.096.76 6.16 6.69 12.385e percentile

-17.98 -10.20 0.04-1.98 2.14 3.716.37 5.75 6.45 11.231er quartile

-19.03 -11.74 -1.11-3.00 1.73 3.545.89 5.49 6.37 10.62Médiane

-20.96 -13.51 -1.60-4.25 1.15 2.844.25 4.90 4.93 9.873e quartile

-22.75 -16.26 -3.37-6.64 -1.18 0.943.42 2.42 4.27 8.1295e percentile

PAGE 14 DE 60


Actions canadiennes (valeur)




Beutel Goodman Canadian Equity Fund -21.86 -17.53 -2.96-6.27 1.39 2.066.2446 60 4747 36 501janv.-91 6.77 1 1 17.10 11.77

BonaVista Canadian Equity Fund -21.71 -16.07 -2.21-4.60 1.30 3.215.4440 40 4040 50 731févr.-95 6.18 20 40 65.70 11.07

Burgundy Canadian Large Cap Equity Fund -24.49 -22.65 -5.68-7.48 -1.95 -0.7086 86 8066 86 79mars-12 4.03 86 94 832.32 7.96

Burgundy Focus Canadian Equity Fund -32.51 -32.47 -10.01-13.90 -4.25 -2.983.42100 100 10094 100 10085mai-99 4.48 80 87 762.75 8.28

CIBC Canadian Equity All Cap Value Pool -21.18 -13.88 -1.97-3.66 1.43 2.054.1532 20 2014 28 5661juil.-99 5.67 40 79 884.03 7.89

FGP Canadian Equity Fund -29.99 -27.82 -9.19-15.74 -2.72 -2.223.1994 93 94100 93 93100janv.-93 4.82 67 33 415.82 9.96


Industrial Alliance Canadian Equity Value -18.68 -11.36 -1.42-3.80 1.32 2.943.9313 8 726 44 1469déc.-69 4.76 73 73 714.53 8.51

Leith Wheeler Canadian Equity Fund -22.79 -17.78 -3.80-7.48 0.75 2.765.8866 66 6060 57 2816mai-94 6.00 27 27 115.85 11.00

MFS Low Volatility Canadian Equity Fund -18.30 -10.42 -0.360.22 1.69 3.765.867 1 11 6 122janv.-94 4.97 60 60 244.83 10.65

Optimum Canadian Equity -17.70 -11.37 -1.60-3.67 1.50 2.793.331 12 1320 15 2292janv.-97 5.00 54 80 1003.94 6.73

PH&N Canadian Equity Value Fund -21.12 -15.62 -2.02-4.17 1.73 2.546.0128 33 2633 1 368déc.-09 6.60 13 7 356.70 10.36

QV Investors Canadian Equity Fund -22.47 -16.19 -6.14-7.86 -1.09 -1.094.8554 46 8680 78 8539déc.-06 3.10 93 67 294.63 10.56

Scheer Rowlett Canadian Equity Fund -24.16 -17.16 -3.66-6.75 1.45 2.333.5874 54 5453 22 4377janv.-92 6.72 6 52 595.41 8.82

Sionna Canadian All Cap Pooled Fund -24.36 -19.67 -4.59-8.49 -0.40 1.184.3380 80 7386 72 7154déc.-07 5.10 47 48 645.42 8.75

Sionna Canadian Equity Pooled Fund -22.75 -18.39 -4.01-7.63 0.43 1.774.5560 73 6673 64 6446juin-03 5.77 34 14 486.18 9.10

16 16 1616 15 1514 16 16 18Nombre de fonds

-22.79 -17.71 -3.86-6.51 0.17 1.364.63 5.11 4.95 9.33Rendement moyen

-18.15 -11.13 -1.16-2.15 1.70 3.386.09 6.73 6.80 11.185e percentile

-20.98 -14.70 -2.01-3.77 1.44 2.785.76 6.05 5.88 10.631er quartile

-22.16 -16.68 -3.31-6.51 1.30 2.064.44 5.05 5.42 9.01Médiane

-24.21 -18.71 -4.86-7.69 -0.74 0.243.67 4.69 4.38 8.343e quartile

-30.62 -28.98 -9.39-14.36 -3.18 -2.453.28 2.76 2.26 6.8295e percentile

PAGE 15 DE 60


Actions canadiennes (revenu)




FGP Canadian Dividend Fund -25.52 -23.42 -7.51-13.21 -0.80 -0.4594 100 100100 94 100févr.-15 5.83 65

Beutel Goodman Canadian Dividend Fund -20.63 -14.13 -1.42-4.05 3.30 3.688.1970 58 3665 6 71sept.-03 8.18 1 1 19.09 13.72

CC&L Equity Income & Growth Fund -17.45 -11.01 -0.37-1.03 2.98 3.3217 18 1112 19 38déc.-12 6.80 18 19 67.73 12.32

CI Signature Dividend Fund -19.90 -14.25 -2.43-6.31 1.01 2.245.9553 65 7182 74 7450oct.-96 5.24 71 12 537.94 10.28

Fiera Capital High Income Equity -17.19 -9.97 -1.92-1.56 1.03 3.4312 12 5923 70 25oct.-09 3.99 94 88 713.24 8.55


Guardian Equity Income Fund -23.58 -17.12 -4.78-6.14 -0.83 -0.205.7588 88 8877 100 8863août-03 3.72 100 100 842.80 7.40

GWL Dividend Fund (G) -18.68 -12.17 -1.45-2.84 2.12 3.366.7530 30 4142 50 3125nov.-97 6.04 53 42 406.59 10.83

HSBC Canadian Dividend Income Pooled Fund -21.58 -16.38 -2.52-5.03 2.05 2.845.6176 83 7671 56 6288déc.-96 7.26 12 25 187.64 11.60

Industrial Alliance Dividend Fund -20.31 -14.11 -1.59-3.12 2.81 3.086.2959 54 5258 25 5638déc.-97 7.54 6 31 297.39 11.30

Jarislowsky Fraser Dividend Growth Fund -17.91 -11.98 -0.90-1.28 2.62 3.2223 24 1818 31 50juin-18 6.63 24 47 206.42 11.55

Lincluden Stable Income Equity Fund -26.36 -20.86 -5.35-8.28 -0.06 -0.27100 94 9489 87 93janv.-13 5.94 59 38 246.59 11.45

London Life Dividend Fund (LC) -18.71 -12.21 -1.47-2.89 1.98 3.315.5834 34 4647 62 43100juin-05 5.87 64 75 764.63 8.45

Montrusco Bolton Equity Income Fund -16.82 -6.83 1.510.44 3.55 5.707.776 1 11 1 112sept.-02 6.32 41 69 655.12 8.95

Pembroke Dividend Growth Fund -22.92 -14.37 -4.10-8.70 0.45 1.1083 70 8394 81 81janv.-12 4.54 77 62 365.65 10.83

PH&N Conservative Equity Income Fund -19.16 -13.05 -1.23-2.18 2.19 3.5442 42 2430 44 13avr.-12 6.40 35 50 476.24 10.50

PH&N Dividend Income Fund -19.17 -13.07 -1.29-2.46 2.24 3.485.7046 46 2935 38 1975juin-77 6.47 30 56 585.92 9.91

SEAMARK Pooled Low Volatility Equity Fund -14.19 -7.91 -0.21-0.03 3.16 2.571 6 66 12 69juil.-12 6.13 47 7 118.05 12.29

18 18 1818 17 179 18 17 18Nombre de fonds

-20.03 -13.77 -2.18-3.98 1.75 2.596.40 5.86 5.95 9.97Rendement moyen

-16.40 -7.75 0.070.03 3.35 4.098.02 7.64 8.26 12.555e percentile

-18.10 -12.03 -1.24-1.72 2.81 3.436.77 6.59 7.62 11.411er quartile

-19.54 -13.59 -1.53-2.92 2.12 3.225.95 6.09 6.24 10.39Médiane

-21.34 -14.83 -2.50-5.87 0.97 2.175.70 4.71 4.58 8.483e quartile

-25.63 -21.23 -5.69-9.42 -0.81 -0.305.59 3.95 2.97 7.1495e percentile

PAGE 16 DE 60


Actions canadiennes (croissance à prix raisonnable)




BMO AM Canadian Equity Fund -22.66 -12.93 -1.48-4.48 1.83 2.544.9972 28 2744 14 3540août-92 5.90 31 52 806.27 9.99

CC&L Canadian Equity Fund -18.59 -10.86 -1.37-2.58 1.05 2.935.6622 17 2316 46 2010nov.-91 4.27 69 60 265.81 11.67

CI Cambridge All Canadian Equity Fund -26.86 -20.38 -5.50-9.20 -1.53 -1.0289 94 9495 93 94déc.-11 3.84 81 20 127.28 13.79

CI Cambridge Canadian Institutional Equity Fund -22.90 -15.28 -3.58-5.9578 55 7268juil.-16

Dixon Mitchell Canadian Equity Fund -22.49 -17.57 -4.45-5.67 -0.34 1.0367 83 8361 84 79oct.-14 4.51 62

Fiera Capital Canadian Equity Ethical ESG Fund -12.35 -4.18 4.303.671 1 14nov.-16

Fiera Capital Canadian Equity Fund -12.73 -4.60 4.223.954 4 41nov.-16

Franklin Bissett Canadian Dividend Fund -19.63 -15.01 -3.34-4.1928 50 6739mai-16

Galibier Canadian Equity Pool -29.84 -20.00 -3.78-9.94 -0.23 1.40100 90 77100 77 70sept.-12 5.43 38 13 197.95 12.98

GEM Canadian Equity Pool -21.82 -16.94 -2.51-5.22 1.21 1.864.6256 73 4550 31 5060févr.-06 6.33 18 49 816.28 9.96

Gryphon Canadian Equity Fund -20.64 -17.12 -2.01-6.91 1.47 2.953.5944 78 3478 23 1580sept.-07 6.73 1 27 686.61 10.28

Guardian Canadian Focused Equity Fund -28.75 -26.62 -5.05-7.85 0.8195 100 8988 85déc.-15

Highstreet Canadian Equity Fund -19.82 -14.59 -2.98-5.36 1.07 1.505.1933 44 5655 39 5830oct.-98 5.42 42 7 78.30 13.79

Jarislowsky Fraser Canadian Equity Fund -20.42 -14.40 -2.12-3.25 1.86 1.965.5639 39 3828 8 4420avr.-97 6.39 13 34 326.47 11.24

London Life Canadian Equity Fund (LC) -21.93 -16.37 -3.10-5.97 0.01 1.433.5360 67 6172 70 6590janv.-80 4.58 57 66 885.80 9.59

Mawer Canadian Equity Pooled Fund -17.93 -11.17 -0.50-2.56 2.76 3.298.6512 22 1212 1 11févr.-99 6.57 6 1 18.70 13.90

Montrusco Bolton Canadian Equity Fund -18.55 -9.83 -0.59-2.92 1.04 3.194.4318 12 1622 53 770janv.-86 3.96 75 93 1004.54 8.65

PH&N Canadian Equity Fund -21.03 -13.87 -2.58-3.57 0.92 2.754.7250 34 5033 61 2850oct.-02 5.00 50 74 445.31 10.76

SEAMARK Canadian Equity Pooled Fund -23.40 -15.71 -6.08-7.64 -1.65 -1.292.7582 61 10084 100 100100juil.-97 2.21 100 100 934.05 9.48

19 19 1919 14 1511 17 16 17Nombre de fonds

-21.18 -14.60 -2.24-4.51 0.68 1.694.88 4.98 6.25 11.09Rendement moyen

-12.89 -4.75 4.053.46 2.18 3.227.15 6.60 8.40 13.815e percentile

-19.11 -12.05 -1.42-3.09 1.40 2.845.38 6.18 6.78 11.741er quartile

-21.03 -15.01 -2.58-5.22 1.05 1.864.72 5.00 6.28 10.49Médiane

-22.78 -17.03 -3.68-6.44 -0.17 1.214.01 3.97 5.30 10.123e quartile

-28.83 -21.24 -5.56-9.25 -1.58 -1.103.14 3.31 4.42 9.3195e percentile

PAGE 17 DE 60


Actions canadiennes (quantitatives)




BMO AM Canadian Smart Alpha Equity Fund -16.41 -8.32 1.771.99 4.21 5.2216 29 11 14 14juin-11 7.60 12 22 308.53 12.04

CC&L Q Equity Extension Fund -23.14 -19.16 -4.06-7.74 0.95 1.936.89100 100 100100 58 71100mai-07 6.72 37 12 109.08 13.83

Louisbourg Quantitative Canadian Equity Fund -17.25 -5.29 0.92-1.19 5.08 7.1243 1 1542 1 1oct.-11 7.85 1 55 406.67 11.02

RBC QUBE 120/20 Canadian Equity Fund -22.68 -16.58 -2.71-6.00 0.59 2.0086 85 8585 71 58nov.-11 5.41 62 67 605.49 9.25

RBC QUBE Canadian Equity Fund -22.38 -15.91 -2.33-5.19 0.04 1.8172 72 7272 86 85nov.-11 4.47 76 78 704.69 8.58

RBC QUBE Low Volatility Canadian Equity Fund -17.77 -10.73 0.05-0.44 3.14 2.9856 56 4329 29 43nov.-11 6.93 26 34 208.23 12.16

RBC QUBE Market Neutral Canadian Equity Fund -5.99 -6.96 -0.45-3.45 -0.20 0.421 14 5757 100 100nov.-11 1.57 100 89 1002.96 2.47

TD Emerald Low Volatility Canadian Equity PFT -16.44 -9.83 0.691.07 2.85 3.549.2328 43 2814 42 291sept.-09 6.29 50 45 507.42 10.51

8 8 88 8 82 9 10 11Nombre de fonds

-17.76 -11.60 -0.77-2.62 2.08 3.138.06 5.69 6.95 10.12Rendement moyen

-9.64 -5.87 1.471.67 4.78 6.459.11 7.75 13.66 16.855e percentile

-16.43 -7.98 0.75-0.07 3.40 3.968.64 6.95 8.47 12.101er quartile

-17.51 -10.28 -0.20-2.32 1.90 2.498.06 6.29 7.05 10.51Médiane

-22.45 -16.08 -2.43-5.39 0.45 1.907.47 4.51 4.89 7.353e quartile

-22.98 -18.26 -3.59-7.13 -0.11 0.917.00 2.68 0.74 3.9695e percentile

PAGE 18 DE 60


Actions canadiennes diversifiées




CI Signature Canadian Equity Plus Fund -21.65 -11.34 -0.63-5.75 2.51 4.8760 20 2060 20 20mai-98 6.30 32 1 229.75 12.36

Invesco (Growth) -20.53 -15.04 -3.40-6.28 0.30 0.066.1340 60 10080 80 10050janv.-90 4.56 83 50 16.84 13.35

Invesco (Trimark Canadian Fund) -24.12 -15.49 -2.50-5.49 -2.05 3.303.1680 80 6040 100 60100sept.-81 1.63 100 100 100-0.75 3.02

Kingwest Avenue Portfolio -25.79 -18.62 -3.24-9.03 1.16 2.177.10100 100 80100 60 801juil.-95 6.82 1 1 19.81 13.31

MFS Canadian Equity Plus Fund -16.87 -8.15 1.95-0.15 3.26 5.626.571 1 11 1 125août-97 6.32 18 17 337.98 12.17

PH&N Canadian Equity Plus Pension Trust -20.23 -12.76 -1.45-2.78 1.85 3.545.4320 40 4020 40 4074nov.-66 5.87 50 66 676.09 11.17

6 6 66 6 65 7 7 7Nombre de fonds

-21.53 -13.57 -1.55-4.91 1.17 3.265.68 5.25 5.24 10.62Rendement moyen

-17.71 -8.95 1.30-0.80 3.07 5.437.00 6.67 9.22 13.085e percentile

-20.30 -11.69 -0.83-3.46 2.34 4.536.57 6.31 7.69 12.301er quartile

-21.09 -13.90 -1.98-5.62 1.51 3.426.13 5.87 6.84 11.46Médiane

-23.50 -15.38 -3.06-6.15 0.52 2.455.40 4.89 2.75 10.973e quartile

-25.37 -17.84 -3.36-8.34 -1.46 0.583.61 2.51 -0.70 5.3495e percentile

Le mandat diversifié d'actions canadiennes contient des fonds ayant un biais clairement définies en actions canadiennes, cependant, ces fonds ont une latitude beaucoup plus importante pour investir dans des titres américains ou internationaux.

PAGE 19 DE 60


Actions canadiennes à petite capitalisation




Beutel Goodman Small Cap Fund -32.56 -22.90 -10.02-13.00 -2.00 -1.384.7064 43 6148 37 3245févr.-95 4.06 31 12 176.95 13.50

BMO AM Small Cap Fund -26.36 -17.00 -4.96-8.67 -1.75 0.286.6914 17 1818 32 1816janv.-95 2.48 56 17 135.60 13.75

CC&L Canadian Small Cap Fund -26.39 -17.34 -6.99-9.08 -2.71 -1.435.4716 22 3122 54 3632avr.-05 1.33 74 67 432.29 11.44

CIBC Canadian Equity Small Cap Pool -33.73 -28.92 -13.00-17.28 -6.01 -6.171.4174 70 7878 77 7482avr.-96 0.79 79 65 572.52 10.26

Cidel Canadian Opportunities Pooled Fund -31.31 -24.90 -11.87-17.06 -5.47 -6.991.5956 60 7474 72 8678déc.-86 0.13 91 75 781.56 8.55

Dixon Mitchell Small Cap Fund -26.97 -17.96 -3.16-5.51 1.53 2.3626 26 85 9 13avr.-11 7.08 9 28 344.75 12.47

FGP Small Cap Canadian Equity Fund -41.03 -48.54 -19.93-30.87 -10.35 -11.19-0.57100 100 96100 96 9694févr.-02 2.99 39 37 704.33 9.04

Fiera Capital Canadian Equity - Small Cap Core Fund -28.23 -18.81 -5.93-9.12 -2.58 -2.135.5435 30 2226 46 5428déc.-88 1.97 65 50 313.94 12.63

Franklin Bissett Small Cap Fund -35.51 -35.82 -20.45-28.30 -11.64 -11.66-0.5788 88 10096 100 10090janv.-92 -4.28 100 95 87-1.52 6.57

Hillsdale Canadian Micro Cap Equity Fund -27.86 -24.65 -7.33-13.89 5.25 2.856.8631 57 3952 1 111mars-09 14.42 1 1 116.25 22.17

Hillsdale Canadian Small Cap Equity Fund -30.66 -23.74 -8.08-14.45 0.62 -0.515.0252 52 4858 14 2339janv.-96 7.84 5 5 228.06 13.23

Invesco (Trimark Canadian Small Cap) -33.01 -35.87 -10.28-15.74 -8.29 -4.841.8969 90 6565 91 6872mai-98 0.29 87 100 100-2.97 3.98

J Zechner Associates Inc. Special Equity Fund -35.51 -30.83 -17.31-20.94 -6.63 -6.49-4.7390 82 9186 82 82100avr.-00 0.64 82 92 92-1.23 5.97

Jarislowsky Fraser Small/Mid Cap Equity Fund -23.87 -9.59 -1.46-6.865 4 113août-16

Lincluden Canadian Small Mid Cap Equity Pooled Fund -36.69 -36.27 -16.42-21.82 -7.40 -7.6495 94 8490 86 90déc.-13 1.67 70 790.91

Louisbourg Canadian Small Cap Fund -35.29 -29.88 -16.76-20.81 -5.28 -6.2483 74 8784 68 77oct.-11 2.11 61 59 393.23 12.02

Mawer New Canada Fund -25.09 -11.89 -3.10-4.26 2.72 2.5711.189 8 61 5 91janv.-88 6.73 13 8 47.53 19.42

Montrusco Bolton Canadian Small Cap Equity Fund -19.99 -8.89 -3.45-6.04 0.61 2.684.021 1 129 18 555déc.-84 3.13 36 71 831.92 7.46

PCJ Canadian Small Capitalization Fund -33.86 -26.84 -9.78-14.48 -2.07 -2.293.0078 65 5760 40 5862août-00 5.34 22 34 604.46 10.15

PAGE 20 DE 60


Actions canadiennes à petite capitalisation




Pembroke Canadian Growth Fund -29.01 -22.70 -6.79-11.33 -3.11 -1.745.8247 40 2635 58 4523févr.-07 2.52 47 62 483.10 10.75

QV Investors Canadian Small Cap Fund -28.47 -23.52 -7.86-11.49 -0.66 -1.237.0939 48 4439 27 286déc.-96 6.06 17 22 104.87 14.03

SEI Canadian Small Company Equity Fund -28.79 -20.80 -8.76-12.11 -2.64 -2.072.6144 35 5243 50 5066mai-01 2.52 44 46 524.03 10.44

Sionna Canadian Small Cap Pooled Fund -32.52 -30.59 -10.86-17.00 -5.19 -3.9062 79 6970 64 64juin-13 2.50 52 424.16

Triasima Canadian Small Capitalization Equity -26.64 -16.94 -7.12-10.85 0.43 -1.474.4822 14 3531 22 4050juin-07 5.32 26 54 523.76 10.48

24 24 2424 23 2319 24 25 24Nombre de fonds

-30.39 -24.38 -9.65-14.21 -3.16 -2.983.76 3.22 3.61 11.04Rendement moyen

-23.95 -10.00 -3.05-5.56 2.68 2.677.65 7.96 8.11 18.515e percentile

-26.89 -17.81 -6.58-9.11 -0.11 -0.875.68 5.32 4.78 13.161er quartile

-29.83 -23.63 -8.42-13.45 -2.64 -2.074.48 2.51 3.94 10.60Médiane

-33.76 -30.06 -12.15-17.11 -5.74 -6.211.74 1.20 1.52 8.723e quartile

-36.64 -36.68 -19.46-27.17 -10.10 -10.65-1.15 -0.40 -1.47 5.6995e percentile

PAGE 21 DE 60


Actions mondiales




Lazard Global Managed Volatility (Canada) Fund -15.10 -9.76 2.17-0.47 4.8550 62 5949 69avr.-16

Lazard Glonal Equity Franchise (Canada) Fund -27.00 -19.5597 94juil.-18

Lazard International Equity (Canada) Fund -16.69 -10.14 0.35-5.2968 69 7283nov.-16

Aberdeen Canada-Global Equity Fund -11.92 -3.90 3.59-0.04 4.04 6.868.5526 28 4045 72 3880juin-08 6.12 90 94 968.36 10.69

Addenda Global Equity Pooled Fund -15.53 -6.40 4.532.19 5.33 6.4154 49 3027 46 47avr.-12 8.49 50 83 7710.08 14.97

AGF Global Core Equity Pooled -16.34 -9.79 0.19-4.71 3.70 4.739.7964 64 7480 75 7057déc.-09 7.38 73 36 4212.62 16.65

AGF Global Resources Class -18.15 -9.67 -6.60-8.47 -5.65 -1.76-3.2878 61 9790 99 9898avr.-00 -4.62 100 100 100-7.10 -2.07

Beutel Goodman Global Dividend Fund -17.19 -6.22 1.22-2.73 4.80 5.809.5071 48 6566 56 5962déc.-07 7.75 64 88 929.42 12.72

Beutel Goodman Global Equity Fund -15.87 -5.48 1.39-2.16 4.77 6.909.3460 38 6264 58 3767juil.-95 7.50 70 76 7110.46 15.58

Beutel Goodman Total World Equity Fund -18.88 -10.90 -0.48-3.63 3.04 4.467.5583 73 8071 84 7592sept.-01 6.85 84 96 918.09 12.85

Beutel Goodman World Focus Equity Fund -12.61 -2.23 2.42-0.02 5.89 7.6710.1031 24 5644 38 2850juil.-05 8.02 58 72 2411.22 17.60

Black Creek Focus Fund -15.55 -6.90 2.93-1.39 6.94 6.6910.4654 52 5054 26 4036mai-05 10.71 13 32 1413.06 18.51

BMO AM Global Equity Fund -12.81 -6.71 3.06-0.14 5.34 5.7033 51 4747 46 61sept.-12 8.59 48 62 8211.61 14.19

BMO AM Responsible Global Equity ESG Fund -11.79 0.39 4.2324 14 14août-17

Burgundy Global (ex Canada) Fund -13.79 -6.14 2.760.70 5.88 5.5411.9840 46 5340 38 6313févr.-08 9.12 37 26 1213.41 18.71

Burgundy Global Focused Opportunities Fund -15.03 -10.15 0.82-1.58 3.38 4.0710.4150 69 7058 80 8040juil.-05 7.07 77 64 5511.50 16.30

Burgundy Partners Global Fund -17.48 -10.53 0.85-1.74 4.29 4.5410.4773 71 7062 64 7236mars-93 8.36 54 72 6211.17 15.90

Cambridge Global Smaller Companies Corporate Class -23.30 -28.27 -5.90-14.15 2.3990 98 9798 92juil.-14

Capital Group Global Equity Fund (class I) -11.19 0.91 7.243.23 8.52 10.8712.6422 12 1623 14 138déc.-02 10.51 15 13 2214.30 17.85

CC&L Q Global Equity Fund -14.35 -5.38 4.300.15 5.89 7.5711.1743 38 3342 38 2927nov.-96 8.91 40 57 3011.71 17.32

CC&L Q Group Global Equity Fund -14.54 -5.80 4.05-0.19 5.67 7.3311.0144 43 3647 43 3330déc.-96 8.75 45 60 3111.69 17.27

CI Cambridge Global Dividend Fund -18.64 -14.55 1.14-1.48 4.77 4.9882 84 6656 58 67juil.-13 10.24 22 7211.07

CI Signature Global Equity Fund -15.67 -8.06 2.63-2.34 4.03 7.059.2957 56 5565 72 3569sept.-01 7.30 74 54 8411.77 14.16

CI Signature Global Resource Fund -36.75 -36.63 -18.81-27.12 -11.99 -8.42-6.43100 100 100100 100 100100déc.-98 -4.46 100 99 100-3.47 -0.36

CIBC Global Equity Growth Pool -11.22 0.02 9.405.81 8.14 11.1322 16 107 16 10déc.-11 10.28 22 32 4513.11 16.58

Cidel Global Equity Pooled Fund -13.60 -2.87 6.390.94 7.29 7.4936 26 2438 20 31janv.-15 9.99 27

Eterna Global Equity Focus Fund -16.72 -7.41 -2.15-4.64 2.68 3.1169 54 8679 87 86déc.-12 5.37 94 39 2312.50 17.71

FGP Global Equity Fund -11.72 -4.08 3.831.10 4.70 6.918.9824 30 3836 60 3776janv.-10 7.02 80 96 868.22 13.69

Fidelity Global Low Volatility Institutional Trust -10.92 -5.70 4.181.50 6.43 5.8820 41 3533 31 58févr.-15 9.70 30

Fidelity Select Global Equity Institutional Trust -14.47 -4.98 3.390.10 4.52 6.2610.1444 36 4343 62 5348mai-06 7.05 78 68 5011.34 16.47

Fidelity Select Global Plus Institutional Trust -14.74 -5.63 3.11-1.05 4.25 6.2947 40 4652 64 51juin-10 6.88 83 63 7011.57 15.63

Fiera Capital Global Equity Fund -8.96 2.94 11.319.02 10.67 13.0715.348 5 32 2 32oct.-09 12.69 4 5 815.34 18.78

Franklin Global Growth Corporate Class Fund -9.05 1.93 10.395.64 9.79 12.5011.468 8 58 5 420févr.-08 11.85 9 10 7414.75 15.39

GEM Global Equity Pool -7.18 2.25 6.487.51 6.44 8.289.993 6 234 31 2554févr.-06 7.52 69 86 829.86 14.21

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Global Alpha Global Small Cap Fund -23.31 -13.42 0.33-4.59 4.92 5.7511.7690 81 7278 53 6016août-08 10.08 24 18 213.84 20.58

Greenchip Global Equity Fund -14.00 3.95 8.672.31 9.19 11.409.9741 2 1326 9 754janv.-08 10.55 14 17 6813.89 15.77

Guardian Fundamental Global Equity Fund -6.77 4.22 13.239.83 13.00 14.262 2 11 1 1juil.-14 15.31 1

Guardian Global Dividend Growth Fund -8.81 -0.49 4.324.12 5.08 6.317 18 3216 50 50mai-10 6.52 88 90 889.27 13.38

Guardian Global Equity Fund -8.38 -5.81 2.11-3.42 4.96 6.527.816 43 5968 52 4286déc.-02 7.84 62 22 5413.65 16.31

Hexavest ACWI Fund -19.45 -13.64 -1.24-4.14 3.05 2.9885 82 8374 84 86janv.-11 7.70 65 68 7011.34 15.61

Hexavest World Fund -20.44 -14.19 -1.55-3.99 3.16 2.698.3187 83 8472 83 8882juin-04 8.02 58 60 3611.68 16.87

Highstreet Global Equity -13.01 -4.13 3.60-0.54 5.18 6.4834 31 4050 48 44mars-12 7.65 66 70 7911.29 14.49

Hillsdale Global Small Cap Equity Fund -24.70 -20.14 -3.07-11.47 3.45 4.0294 95 9294 76 80déc.-13 10.37 20 215.77

Invesco (Trimark Fund) -19.99 -12.60 1.42-1.72 5.08 5.0210.4186 78 6262 50 6640sept.-81 10.03 26 51 3411.84 16.97

Invesco (Trimark Global Small Cap) -30.53 -27.33 -8.09-16.11 -1.63 -0.678.7299 98 9898 97 9779juin-07 6.11 90 90 389.26 16.82

Jarislowsky Fraser Global Equity (All Country) Fund -9.72 1.16 7.215.44 7.24 9.5111 10 169 21 18déc.-13 8.82 42 6411.54

Jarislowsky Fraser Global Equity Fund -10.27 0.88 6.775.26 7.29 9.3711.6416 12 2010 20 2017oct.-05 8.95 39 48 5811.99 16.14

JP Morgan Global Intrepid - Canada Fund -16.63 -11.59 1.16-4.46 3.43 5.129.2467 76 6677 77 6671déc.-05 7.57 68 46 4412.05 16.58

Landry Global Equity Fund -18.70 -15.00 -0.22-7.14 4.15 4.469.2282 87 7786 68 7472janv.-10 9.58 32 4 615.47 19.34

Lazard Global Infrastructure Trust Canada -17.57 -7.49 2.942.15 6.29 6.4611.4674 54 5028 33 4521mars-07 10.04 26 46 2212.03 17.83

Lazard Global Small Cap Equity Canada Fund -23.61 -16.44 -3.31-11.59 -0.08 -0.3392 90 9294 96 97sept.-10 4.49 96 38 1812.54 18.01

Letko Brosseau RSP International Equity Fund -25.66 -19.16 -4.48-10.61 0.82 1.877.6196 93 9592 92 9490juil.-05 6.54 88 80 5210.15 16.41

Lincluden Global Stable Income Equity Pooled Fund -16.61 -10.8366 72mai-18

London Life Global Equity Fund (LC) -18.07 -9.80 3.13-3.44 3.38 6.219.0776 65 4668 79 5475juil.-98 6.97 81 52 8311.82 14.18

Manitou Global Equity Fund -16.61 -8.36 4.001.80 6.91 8.6711.4366 58 3630 27 2223janv.-00 11.11 11 50 3111.88 17.22

Mawer Global Equity Fund -10.12 -0.26 9.216.24 9.03 9.9013.7914 17 126 10 164oct.-09 11.48 10 23 2613.59 17.53

Mawer Global Small Cap Fund -15.75 -4.21 7.101.67 8.75 8.6316.6458 33 1832 13 221oct.-07 12.26 6 7 115.12 22.13

MFS Global Equity Growth Fund -12.21 1.43 10.817.33 10.22 12.0911.3528 9 44 4 525août-02 12.54 5 10 4314.77 16.61

MFS Global Equity Value Fund -14.75 -4.39 3.521.14 5.96 6.4410.2447 34 4136 36 4644août-02 8.72 46 33 1012.99 18.75

MFS Global Research Fund -12.49 -0.84 6.783.52 7.20 9.6410.1230 20 2020 22 1749juin-96 9.30 36 41 6112.46 15.91

Montrusco Bolton Global Equity Fund -4.80 8.74 13.2610.62 10.86 15.0013.661 1 11 2 15août-94 11.39 10 18 5613.83 16.29

Northern Trust Asset Mgmt. Global Equity Fund -15.16 -7.09 3.26-0.83 5.80 7.2051 53 4451 41 34juil.-13 9.30 36 2113.67

Orbis Global Equity Fund -18.09 -9.86 -1.02-9.23 4.82 5.5310.2776 66 8290 55 6344janv.-90 8.85 42 8 415.01 20.18

PH&N Global Equity Fund -13.69 -4.06 9.473.24 9.45 11.1812.0438 30 822 7 910déc.-00 13.11 2 1 1016.59 18.74

QV Investors Global Equity Fund -18.22 -14.85 -0.38-5.64 3.35 3.939.4079 86 7983 80 8265déc.-06 8.47 50 70 5911.30 16.05

RBC Global Equity Focus Fund -13.69 -4.21 9.463.20 9.39 11.1238 33 924 7 10avr.-14 13.08 2

RBC QUBE All Country World Equity Fund -12.24 -9.83 2.44-4.31 4.17 6.0228 66 5675 67 57mars-14 8.00 60 3612.67

RBC QUBE Global Equity Fund -13.78 -9.22 2.90-3.44 4.75 6.2940 60 5268 59 51juin-13 8.57 48 2513.48

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Actions mondiales




RBC QUBE Low Volatility All Country World Equity Fund -10.06 -6.19 5.163.32 6.59 6.3513 47 2721 29 48avr.-14 10.04 26

RBC QUBE Low Volatility Global Equity Fund -10.41 -5.59 5.004.19 7.00 6.5617 40 2715 24 42janv.-13 10.40 18 26 3913.42 16.80

RBC Vision Global Equity Fund -12.60 -1.65 5.2330 22 10juil.-17

Setanta Gl Dividend Fund -15.68 -9.78 1.77-1.59 4.09 4.6257 64 6158 70 71nov.-14 7.89 62

Setanta Global Equity Fund -19.05 -15.23 -0.05-4.69 3.97 4.469.6284 88 7680 73 7459oct.-05 9.42 34 43 3012.37 17.34

Setanta Global SRI Fund -18.17 -14.94 0.25-4.20 4.1478 86 7474 79juin-15

SGA Global Growth Canadian Pooled Fund -5.97 3.881 2oct.-18

Sprucegrove Global (Pension) Pooled Fund -23.31 -16.61 -2.26-7.61 2.05 3.627.5090 90 8788 89 8394juin-95 7.34 74 80 7810.15 14.83

T. Rowe Price Global Growth Equity Pool -10.20 -2.53 10.074.26 8.98 11.6815 25 614 11 6janv.-15 12.06 8

TD Emerald Global Dividend Pooled Fund Trust -17.40 -11.70 -0.40-1.73 2.83 2.399.5172 76 8062 86 9262déc.-07 6.82 84 92 749.08 15.36

TD Emerald Global Equity Pooled Fund Trust Passive -12.99 -3.90 4.641.94 6.11 7.9510.8034 28 2929 34 2733août-99 8.77 44 45 3412.22 17.01

TD Emerald Low Volatility All World Equity PFT -16.20 -11.04 1.13-1.63 4.19 4.3762 74 6759 66 77mai-11 8.38 53 39 6712.49 15.77

TD Emerald Low Volatility Global Equity PFT -15.34 -8.45 2.900.97 5.79 6.2112.0353 58 5238 41 5411déc.-09 9.68 30 28 2713.30 17.43

TD Greystone Global Equity Fund -10.66 2.11 8.004.05 8.13 10.2818 7 1416 17 15janv.-14 9.69 30 315.64

TD Greystone Global Income & Growth Fund -14.78 -6.08 5.961.62 6.94 8.4848 46 2532 26 24janv.-11 10.47 16 30 6313.17 15.87

Templeton Global Equity Trust -16.25 -13.31 -2.30-7.08 0.76 2.627.9463 80 8886 92 8985janv.-92 4.62 96 95 378.28 16.84

Templeton Global Smaller Companies Fund -25.68 -21.17 -4.06-12.33 0.33 1.655.2496 96 9496 95 9496mars-89 6.57 87 83 9210.07 12.63

Templeton Global Stock Trust -15.93 -13.30 -2.41-7.13 0.68 2.537.7260 80 8986 93 9088sept.-97 4.51 96 96 468.12 16.57

Triasima ACWE -9.52 -1.77 4.51-1.46 5.59 7.5210 22 3055 44 30nov.-12 7.51 70 64 8711.50 13.63

Triasima ACWE Ex-Fossil Fuels Fund -7.90 0.12 6.950.94 9.455 15 1938 19janv.-16

Wellington MP (Canada) Global Perspectives Equity -25.25 -19.38 -2.49-11.46 2.13 3.4110.9695 94 9094 89 8431nov.-08 8.35 54 12 314.48 20.32

William Blair Global Leaders Pooled Fund -10.98 -0.55 9.503.46 8.31 10.9920 18 820 15 12juil.-13 10.64 14 814.98

90 90 8587 80 8452 81 75 74Nombre de fonds

-15.41 -7.68 2.77-1.28 5.08 6.359.69 8.46 11.70 15.91Rendement moyen

-8.06 2.78 10.356.80 9.84 12.0313.69 12.48 15.36 19.665e percentile

-11.85 -2.68 5.812.74 6.97 8.2911.35 10.05 13.46 17.571er quartile

-15.07 -6.56 2.93-0.54 5.08 6.3010.11 8.49 11.88 16.44Médiane

-17.82 -11.34 0.11-4.27 3.65 4.469.05 7.22 10.54 15.273e quartile

-25.37 -20.05 -4.71-11.74 0.29 1.096.42 4.88 8.26 11.5495e percentile

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Actions américaines




Addenda U.S. Equity Pooled Fund -9.99 1.62 8.658.69 8.41 10.5414.3617 12 1710 29 2226sept.-04 10.17 55 51 3813.97 20.59

AGF American Growth Class -2.82 2.03 9.484.04 10.36 13.1115.441 11 1447 10 1010juin-57 12.55 13 6 1217.65 22.04

Beutel Goodman American Equity Fund -13.43 -1.39 4.345.22 8.17 10.1114.2747 32 6536 32 2936janv.-91 10.71 45 41 614.74 22.86

BlackRock CDN US Equity Index Non-Taxable Class A -11.77 -0.93 7.386.02 9.23 10.5914.3325 26 2624 16 2029déc.-98 11.93 18 20 2615.66 21.09

BlackRock Russell 2000 Index Fund B -28.18 -23.55 -4.27-10.01 -0.19 3.589.6099 97 9898 96 9090oct.-98 6.69 95 86 7911.08 18.34

BlackRock Russell 3000 Index Fund B -18.08 -8.62 4.311.53 7.20 8.5813.5970 70 6657 54 5648déc.-98 11.57 26 28 1415.38 21.81

Bristol Gate US Equity Fund -16.29 -5.44 7.817.58 8.00 8.9216.5266 54 2013 34 524mai-09 11.65 24 40 1214.82 22.03

Burgundy American Equity Fund -14.89 -3.71 5.514.65 7.94 8.4813.5856 45 5344 37 5948juin-96 11.07 38 36 3015.00 20.84

Burgundy U.S. Small/Mid Cap Equity Fund -19.88 -10.82 2.440.84 6.36 8.5014.0276 78 7768 62 5840juil.-05 11.15 36 49 5814.07 19.82

Burgundy U.S. Smaller Companies Fund -18.40 -5.58 4.633.66 7.83 9.6415.0772 56 6050 42 3614mai-97 11.47 30 58 5613.64 19.88

Capital Group U.S. Equity Fund (Canada) (share class I) -12.25 -6.58 2.21-0.18 5.95 6.6035 65 7974 65 76janv.-14 9.34 64 6013.54

CC&L Q US Equity Fund -13.21 -3.00 6.505.70 8.58 9.8514.3544 42 4126 27 3226août-01 11.68 23 36 1415.00 21.81

CIBC U.S. Equity S&P 500 Index Pool -11.66 -0.84 7.406.04 9.20 10.5114.3022 22 2421 18 2233févr.-01 11.86 19 21 2615.61 21.10

CIBC U.S. Equity Value Pool -23.39 -14.84 -2.28-3.82 3.26 3.6688 84 9086 87 90déc.-11 8.35 81 75 5212.26 20.04

Dixon Mitchell Foreign Equity Fund -13.05 -4.97 7.676.86 7.88 9.8143 49 2115 40 34oct.-14 11.36 32

Duncan Ross Pooled Trust -7.52 5.21 11.247.89 9.96 14.1114.298 2 912 11 734mars-88 11.18 35 32 7415.27 18.48

FGP US Equity Fund -18.41 -11.23 2.711.91 4.57 6.6410.8372 80 7656 81 7579nov.-93 8.94 73 98 928.71 16.57

Fidelity U.S. Large Cap Core Institutional Trust -12.29 0.81 7.145.20 7.24 9.5613.1836 15 3236 52 4058janv.-03 8.91 74 44 4314.52 20.32

Fidelity U.S. Small Mid Cap Core Institutional Trust -24.30 -16.85 -1.65-5.92 2.73 4.1792 89 8889 89 87juin-11 8.31 82 47 3014.18 20.83

Fiera Capital US Equity ESG Fund -7.04 3.98 13.2212.58 12.75 14.5117.886 4 21 1 41juin-09 15.06 1 1 217.96 23.99

Fiera Capital US Equity Fund -8.24 3.27 12.9212.12 12.61 14.4417.6010 6 41 2 42juil.-09 15.07 1 1 217.97 23.89

Franklin U.S. Rising Dividends Fund -13.47 -4.63 6.715.46 8.28 9.4613.4148 47 4032 30 4253déc.-84 11.77 21 60 7713.53 18.43

Guardian US Equity Select Fund -13.38 -2.22 6.015.6546 36 4530août-16

Guardian US Growth Equity Fund -6.29 -2.52 4.411.05 6.04 7.7011.954 38 6362 64 6771déc.-02 8.29 83 50 7014.05 18.80

GWL U.S. Equity Fund 2 -13.81 -5.94 7.261.08 7.38 9.2413.3454 62 2861 48 4456janv.-83 11.00 39 14 5016.05 20.20

GWL U.S. Equity Fund 3 -13.81 -5.97 7.130.92 7.25 9.1654 62 3266 52 46mars-96 10.84 42 17 5415.85 19.94

GWL U.S. Mid Cap Fund -15.77 -5.06 5.820.80 5.68 9.1511.6061 50 4869 68 4773déc.-00 8.55 79 55 8313.81 17.48

Hexavest US Fund -22.32 -15.37 -0.62-2.01 4.61 3.279.9985 87 8682 80 9386avr.-04 10.30 52 68 5813.17 19.81

Highstreet U.S. Equity Fund -12.07 -1.19 6.754.66 7.89 9.1312.0832 30 3844 39 4869oct.-98 10.29 52 66 7813.27 18.39

Hillsdale U.S. Small Cap Equity Fund -27.25 -25.02 -2.46-9.64 4.53 6.0113.4196 99 9196 82 8252mars-96 13.58 7 3 117.85 25.49

HSBC US Equity Pooled Fund -22.80 -15.12 -0.33-3.51 3.55 4.5111.0586 86 8585 86 8677oct.-97 8.82 76 64 4113.47 20.43

Integra US Value Growth Fund -18.89 -10.05 3.310.89 5.02 6.7012.8774 76 7266 78 7461sept.-98 9.17 68 56 5313.79 20.00

Invesco (Trimark US Companies) -11.96 -0.60 10.505.35 9.66 12.4216.1229 19 1133 14 136oct.-99 12.38 15 7 2317.57 21.18

Invesco (Trimark US Small Cap) -28.33 -26.39 -5.57-11.81 -0.78 1.1210.02100 100 100100 100 9885août-02 6.91 94 84 9011.20 16.94

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Jarislowsky Fraser US Equity Fund -11.44 -3.00 5.274.67 7.39 7.8513.1520 42 5644 48 6659nov.-98 10.15 56 53 5013.87 20.20

JP Morgan US Large Cap 130/30 - Canada Fund -9.67 1.46 7.256.47 8.75 11.3014.5214 13 2817 24 1622nov.-07 10.65 47 24 815.51 22.42

Kingwest US Equity Portfolio -23.92 -11.58 -3.48-7.50 -0.38 1.279.0090 81 9492 98 9898juin-01 2.63 100 95 869.69 17.23

Landry US Equity Fund -15.87 -10.91 2.11-3.29 6.40 6.9013.4662 78 8084 61 7150août-03 11.23 34 11 2216.76 21.20

Leith Wheeler US Equity Fund -26.12 -19.30 -2.79-6.73 2.50 3.389.0094 92 9291 90 9298sept.-01 8.81 76 79 7411.61 18.49

London Life US Equity Fund (LC) -13.61 -5.69 6.211.01 7.13 8.7112.3950 58 4363 55 5465janv.-88 10.60 48 30 7015.34 18.81

London Life US Growth Sectors Fund (LC) -15.94 -5.44 5.660.50 5.32 8.1611.3364 54 5171 74 6375nov.-01 8.20 84 72 8812.77 17.19

London Life US Value Fund (LC) -24.08 -18.20 -4.38-8.60 -0.31 0.378.2891 91 9894 97 100100oct.-04 4.74 98 98 918.89 16.77

Louisbourg US Equity Fund -12.00 -2.46 5.454.84 5.38 8.7930 38 5440 72 53déc.-10 7.44 91 86 6611.04 18.92

Manitou US Equity -15.06 -7.60 5.223.11 8.64 9.8657 68 5652 26 32janv.-14 13.12 9 1116.70

Manulife AM US Equity Index Pooled -11.85 -1.26 7.045.67 8.85 10.2213.8927 32 3429 22 2744janv.-98 11.54 28 34 3615.24 20.62

Mawer U.S. Equity Fund -9.62 2.82 11.4310.14 10.83 12.7215.3414 8 86 8 1111déc.-92 12.93 10 16 4415.94 20.30

Montrusco Bolton U.S. Equity Fund -6.02 6.58 13.0611.59 12.54 15.0014.882 1 33 2 219déc.-85 14.08 4 24 4715.49 20.23

Pembroke Concentrated Fund -20.08 -15.14 -0.2477 86 75janv.-18

Pembroke US Growth Fund -21.71 -20.71 1.01-5.26 1.29 5.1010.3584 94 8288 92 8581déc.-99 7.68 89 100 1007.00 11.30

PH&N U.S. Equity Fund -10.35 -0.11 8.116.04 7.56 10.8212.1818 17 1920 45 1868sept.-64 9.57 59 76 8411.94 17.31

PH&N U.S. Multi-Style All-Cap Equity Fund -13.70 -5.70 4.921.79 6.93 8.4051 58 5856 58 60juin-10 10.34 50 42 6014.70 19.66

Scheer Rowlett & Associates US Equity Fund -12.81 -3.39 5.845.21 7.88 9.1114.0041 44 4836 40 5040févr.-92 10.90 41 45 2014.41 21.51

SEAMARK US Equity Pooled Fund -15.98 -6.17 0.550.09 4.36 5.9510.0964 63 8373 84 8283juil.-97 7.17 92 88 8610.88 17.22

SEI U.S. Large Company Equity Fund -15.55 -7.11 4.111.12 5.68 7.2612.5459 67 6760 68 6964nov.-99 9.14 69 67 6513.23 19.01

SEI US Large Cap Index Fund Hedged -20.39 -8.92 3.28-1.07 5.34 6.439.4679 73 7279 74 7894janv.-99 9.24 65 92 9710.50 12.76

SEI US Small Company Equity Fund -27.05 -22.19 -3.54-9.58 1.08 2.259.5696 95 9496 93 9592nov.-99 7.91 87 71 6812.95 18.83

Sentry U.S. Growth & Income Fund -17.25 -5.11 4.503.01 6.95 8.0768 51 6252 58 64juin-11 10.20 54 66 5613.26 19.86

T. Rowe Price U.S. Large-Cap Core Growth Equity Pool -6.00 2.93 15.269.86 16.762 8 17 1nov.-15

TD Emerald U.S. Market Index Fund -11.78 -1.17 7.075.71 8.89 10.2413.9625 30 3426 22 2642août-97 11.56 27 32 3415.28 20.68

TD Emerald Hedged U.S. Equity PFT II -20.49 -8.73 3.58-0.80 5.61 6.7780 71 7078 70 72déc.-10 9.53 61 88 9610.82 13.07

TD Emerald Hedged U.S. Market Index Pooled Fund -20.54 -9.07 3.19-1.17 5.26 6.389.5781 74 7380 76 7991août-97 9.19 67 92 9710.48 12.70

TD Emerald Pooled US Fund Passive -11.71 -0.88 7.396.03 9.22 10.5814.3123 24 2522 17 2031déc.-93 11.90 18 20 2815.63 21.06

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TD Emerald Systematic Alpha U.S. Equity Pooled Fund -12.23 -0.94 6.766.40 9.70 10.2015.0434 26 3818 14 2815nov.-01 12.54 13 12 416.50 23.42

TD Greystone US Equity Fund -8.95 3.70 11.989.98 11.67 14.1115.7312 4 66 5 78déc.-97 13.76 6 5 1817.71 21.60

TD Greystone US Equity Income & Growth Fund -12.40 -0.88 9.898.75 10.89 12.2614.9738 24 1210 7 1417janv.-05 14.04 4 9 3217.19 20.77

Triasima American All Capitalization Fund -7.89 -0.58 9.023.69 7.43 9.649 19 1550 46 36janv.-13 9.53 62 7512.00

Wellington MP (Luxembourg) US Research Equity -12.38 -2.21 5.864.80 8.00 9.6214.5038 36 4740 34 3922juin-94 10.72 44 28 815.38 22.40

67 67 6667 64 6553 67 65 69Nombre de fonds

-15.22 -6.10 5.052.32 6.78 8.5913.03 10.22 13.86 19.62Rendement moyen

-6.60 3.54 12.5310.32 11.57 14.3216.28 13.91 17.72 23.195e percentile

-11.78 -0.91 7.395.86 8.68 10.3214.39 11.61 15.47 21.131er quartile

-13.61 -5.06 5.743.66 7.32 9.1113.46 10.34 14.05 20.20Médiane

-19.36 -9.61 2.87-0.24 5.30 6.6511.33 8.87 12.15 18.473e quartile

-26.64 -21.72 -3.66-9.12 0.27 2.469.26 6.72 9.84 14.2295e percentile

PAGE 27 DE 60


Actions américaines à grande capitalisation




Beutel Goodman American Equity Fund -13.43 -1.39 4.345.22 8.17 10.1114.2754 41 6742 35 3730janv.-91 10.71 48 52 414.74 22.86

BlackRock CDN US Equity Index Non-Taxable Class A -11.77 -0.93 7.386.02 9.23 10.5914.3326 30 2032 18 2220déc.-98 11.93 18 16 2415.66 21.09

Burgundy American Equity Fund -14.89 -3.71 5.514.65 7.94 8.4813.5867 54 5858 40 6246juin-96 11.07 39 48 3115.00 20.84

FGP US Equity Fund -18.41 -11.23 2.711.91 4.57 6.6410.8383 95 8767 95 8380nov.-93 8.94 92 100 848.71 16.57

Fidelity U.S. Large Cap Core Institutional Trust -12.29 0.81 7.145.20 7.24 9.5613.1841 12 2950 61 4456janv.-03 8.91 94 56 4614.52 20.32

Hexavest US Fund -22.32 -15.37 -0.62-2.01 4.61 3.279.99100 100 10096 92 10090avr.-04 10.30 61 72 6213.17 19.81

Jarislowsky Fraser US Equity Fund -11.44 -3.00 5.274.67 7.39 7.8513.1517 46 6256 57 6760nov.-98 10.15 65 64 5713.87 20.20

JP Morgan US Large Cap 130/30 - Canada Fund -9.67 1.46 7.256.47 8.75 11.3014.529 9 2514 30 1315nov.-07 10.65 52 24 815.51 22.42

Landry US Equity Fund -15.87 -10.91 2.11-3.29 6.40 6.9013.4675 92 91100 70 7550août-03 11.23 32 4 2016.76 21.20

London Life US Equity Fund (LC) -13.61 -5.69 6.211.01 7.13 8.7112.3958 63 5074 64 5870janv.-88 10.60 56 36 7215.34 18.81

Montrusco Bolton U.S. Equity Fund -6.02 6.58 13.0611.59 12.54 15.0014.884 1 41 1 410déc.-85 14.08 1 28 5415.49 20.23

PH&N U.S. Equity Fund -10.35 -0.11 8.116.04 7.56 10.8212.1812 17 1326 52 1774sept.-64 9.57 70 76 7811.94 17.31

RBC QUBE Low Volatility U.S. Equity Fund -14.39 -7.56 6.626.09 9.27 8.8163 75 4122 14 54nov.-12 13.94 8 12 6415.79 19.80

RBC QUBE U.S. Equity Fund -11.99 -4.62 6.303.28 7.85 9.5733 58 4662 47 42juin-13 11.21 34 4415.21

Scheer Rowlett & Associates US Equity Fund -12.81 -3.39 5.845.21 7.88 9.1114.0050 50 5446 44 5036févr.-92 10.90 43 60 1614.41 21.51

SEAMARK US Equity Pooled Fund -15.98 -6.17 0.550.09 4.36 5.9510.0978 66 9679 100 9586juil.-97 7.17 100 84 8010.88 17.22

SEI U.S. Large Company Equity Fund -15.55 -7.11 4.111.12 5.68 7.2612.5471 71 7072 74 7166nov.-99 9.14 86 68 7013.23 19.01

SEI US Large Cap Index Fund Hedged -20.39 -8.92 3.28-1.07 5.34 6.439.4688 83 8088 83 88100janv.-99 9.24 79 92 9610.50 12.76

T. Rowe Price U.S. Large-Cap Core Growth Equity Pool -6.00 2.93 15.269.86 16.761 4 14 1nov.-15

TD Emerald U.S. Market Index Fund -11.78 -1.17 7.075.71 8.89 10.2413.9628 38 3337 26 3040août-97 11.56 26 40 3815.28 20.68

TD Emerald Hedged U.S. Equity PFT II -20.49 -8.73 3.58-0.80 5.61 6.7792 80 7584 78 79déc.-10 9.53 73 88 9310.82 13.07

PAGE 28 DE 60


Actions américaines à grande capitalisation




TD Emerald Hedged U.S. Market Index Pooled Fund -20.54 -9.07 3.19-1.17 5.26 6.389.5794 86 8391 86 9196août-97 9.19 83 96 9610.48 12.70

TD Emerald Pooled US Fund Passive -11.71 -0.88 7.396.03 9.22 10.5814.3122 24 1829 20 2424déc.-93 11.90 21 20 2615.63 21.06

TD Emerald Systematic Alpha U.S. Equity Pooled Fund -12.23 -0.94 6.766.40 9.70 10.2015.0438 32 3816 9 331nov.-01 12.54 13 8 116.50 23.42

TD Greystone US Equity Income & Growth Fund -12.40 -0.88 9.898.75 10.89 12.2614.9745 22 98 4 95janv.-05 14.04 4 1 3517.19 20.77

25 25 2525 24 2521 24 26 27Nombre de fonds

-13.85 -4.00 5.933.88 7.56 9.1812.89 10.77 13.99 19.31Rendement moyen

-6.82 2.68 12.419.65 10.73 14.4414.97 14.03 16.69 22.725e percentile

-11.76 -0.89 7.256.05 8.97 10.5414.31 11.64 15.51 21.071er quartile

-12.81 -3.39 6.215.20 7.70 9.1113.46 10.68 14.87 20.28Médiane

-15.84 -7.65 3.610.91 5.66 6.9312.07 9.46 12.25 18.063e quartile

-20.56 -11.24 0.87-1.85 4.57 5.999.60 8.85 10.49 12.8195e percentile

PAGE 29 DE 60


Actions américaines à grande/moyenne capitalisation




Addenda U.S. Equity Pooled Fund -9.99 1.62 8.658.69 8.41 10.5414.3640 30 3030 30 3033sept.-04 10.17 60 63 3413.97 20.59

Fiera Capital US Equity ESG Fund -7.04 3.98 13.2212.58 12.75 14.5117.8810 1 11 1 11juin-09 15.06 10 8 117.96 23.99

Fiera Capital US Equity Fund -8.24 3.27 12.9212.12 12.61 14.4417.6020 10 1010 10 1010juil.-09 15.07 1 1 817.97 23.89

Guardian US Growth Equity Fund -6.29 -2.52 4.411.05 6.04 7.7011.951 50 8060 70 8077déc.-02 8.29 80 56 7614.05 18.80

GWL U.S. Equity Fund 2 -13.81 -5.94 7.261.08 7.38 9.2413.3470 70 4050 50 4045janv.-83 11.00 30 19 5016.05 20.20

GWL U.S. Equity Fund 3 -13.81 -5.97 7.130.92 7.25 9.1660 80 5070 60 50mars-96 10.84 40 36 6615.85 19.94

Highstreet U.S. Equity Fund -12.07 -1.19 6.754.66 7.89 9.1312.0850 40 6040 40 6067oct.-98 10.29 50 82 8313.27 18.39

Integra US Value Growth Fund -18.89 -10.05 3.310.89 5.02 6.7012.8790 90 9080 90 9055sept.-98 9.17 70 72 5913.79 20.00

London Life US Growth Sectors Fund (LC) -15.94 -5.44 5.660.50 5.32 8.1611.3380 60 7090 80 7088nov.-01 8.20 90 90 9212.77 17.19

London Life US Value Fund (LC) -24.08 -18.20 -4.38-8.60 -0.31 0.378.28100 100 100100 100 100100oct.-04 4.74 100 100 1008.89 16.77

Mawer U.S. Equity Fund -9.62 2.82 11.4310.14 10.83 12.7215.3430 20 2020 20 2022déc.-92 12.93 20 27 4215.94 20.30

11 11 1111 11 1110 11 12 13Nombre de fonds

-12.71 -3.42 6.944.00 7.56 9.3313.50 10.52 14.62 20.21Rendement moyen

-6.66 3.62 13.0712.35 12.68 14.4717.76 15.06 17.96 23.935e percentile

-8.93 2.22 10.049.41 9.62 11.6315.09 11.96 15.97 21.101er quartile

-12.07 -2.52 7.131.08 7.38 9.1613.11 10.29 14.48 20.20Médiane

-14.88 -5.95 5.030.91 5.68 7.9311.98 8.73 13.66 18.853e quartile

-21.48 -14.12 -0.53-4.05 2.35 3.539.65 6.47 11.02 17.0295e percentile

PAGE 30 DE 60


Actions américaines à petite capitalisation




BlackRock Russell 2000 Index Fund B -28.18 -23.55 -4.27-10.01 -0.19 3.589.6088 75 8687 86 7186oct.-98 6.69 100 86 5011.08 18.34

Burgundy U.S. Small/Mid Cap Equity Fund -19.88 -10.82 2.440.84 6.36 8.5014.0226 25 2914 15 2814juil.-05 11.15 28 15 1614.07 19.82

Burgundy U.S. Smaller Companies Fund -18.40 -5.58 4.633.66 7.83 9.6415.0713 12 141 1 11mai-97 11.47 15 42 113.64 19.88

GWL U.S. Mid Cap Fund -15.77 -5.06 5.820.80 5.68 9.1511.601 1 124 28 1443déc.-00 8.55 44 29 6713.81 17.48

Hillsdale U.S. Small Cap Equity Fund -27.25 -25.02 -2.46-9.64 4.53 6.0113.4174 88 5874 42 4328mars-96 13.58 1 1 117.85 25.49

Invesco (Trimark US Small Cap) -28.33 -26.39 -5.57-11.81 -0.78 1.1210.02100 100 100100 100 10071août-02 6.91 86 84 8211.20 16.94

Pembroke Concentrated Fund -20.08 -15.14 -0.2437 37 37janv.-18

Pembroke US Growth Fund -21.71 -20.71 1.01-5.26 1.29 5.1010.3550 50 4250 58 5758déc.-99 7.68 71 100 1007.00 11.30

SEI US Small Company Equity Fund -27.05 -22.19 -3.54-9.58 1.08 2.259.5664 63 7264 71 86100nov.-99 7.91 58 57 3412.95 18.83


-22.96 -17.16 -0.24-4.58 3.23 5.6711.70 9.24 12.73 17.51Rendement moyen

-16.82 -5.27 5.402.53 7.32 9.4714.70 12.84 16.53 19.865e percentile

-19.83 -10.78 2.990.76 5.85 8.6613.56 11.23 13.87 19.331er quartile

-21.71 -20.71 -0.72-5.26 2.91 5.5510.97 8.23 13.30 18.34Médiane

-27.28 -23.55 -3.73-9.65 0.76 3.249.92 7.49 11.26 17.213e quartile

-28.27 -25.84 -5.12-11.09 -0.57 1.519.57 6.77 8.47 12.9995e percentile

PAGE 31 DE 60


Actions nord-américaines




Beutel Goodman North American Focused Equity Fund -15.07 -7.81 1.68-0.52 6.40 7.599.5343 43 5644 14 1520mai-99 10.29 1 18 4110.58 16.04

BloombergSen Partners Fund -36.88 -28.86 -4.61-10.98 -4.16 0.9810.72100 100 72100 100 721févr.-08 3.25 86 50 19.13 17.34

Coleford Equity Fund -11.52 -4.96 3.433.27 5.76 6.799.4615 15 1614 30 4340mars-03 8.63 26 25 659.89 14.24

Manitou Equity Fund -16.11 -6.80 3.322.35 5.68 7.1557 29 2828 42 29janv.-12 9.06 19 37 509.61 14.49

Nexus North American Equity Fund -17.76 -8.40 2.00-0.95 4.79 6.508.5971 56 4456 56 5660août-97 8.37 36 12 6611.29 14.22

Patient Capital Special Opportunities Fund -23.45 -19.17 -5.87-8.05 -1.23 -0.456.9785 86 8672 72 8580mai-05 3.85 62 63 177.86 17.26

Perennial Equity Portfolio -11.95 -13.22 -6.62-9.50 -2.47 -4.83-0.9028 71 10086 86 100100janv.-06 0.42 100 100 1002.87 -1.47

Triasima American All Capitalization Fund -7.89 -0.58 9.023.69 7.43 9.641 1 11 1 1janv.-13 9.53 12 112.00


-17.58 -11.22 0.30-2.59 2.78 4.177.40 5.77 8.28 13.20Rendement moyen

-9.16 -2.11 7.073.54 7.07 8.9210.42 9.98 11.49 17.325e percentile

-11.84 -6.34 3.342.58 5.92 7.269.51 8.66 9.86 17.241er quartile

-15.59 -8.10 1.84-0.74 5.24 6.649.02 4.32 9.13 14.49Médiane

-19.18 -14.71 -4.92-8.41 -1.54 0.627.38 3.27 7.14 13.763e quartile

-32.18 -25.47 -6.35-10.46 -3.57 -3.301.07 1.55 3.77 2.9795e percentile

PAGE 32 DE 60


Actions non nord-américaines




AB Intl Value Equity (Cap-Weighted Unhedged) -21.06 -16.89 -5.27-13.06 -0.69 -0.313.6487 90 98100 94 100100nov.-97 3.83 83 37 209.93 14.32

Acadian Core International Equity Fund -13.02 -8.22 3.16-4.51 5.42 7.418.9825 53 3250 15 1218oct.-00 9.14 6 7 1112.66 15.38

Addenda International Equity Pooled Fund -12.25 -2.29 3.280.66 3.80 5.2723 14 2814 34 42avr.-12 5.39 49 79 507.94 12.39

Baillie Gifford Overseas Fund -13.89 -2.91 3.80-2.17 4.50 6.028.7128 26 2028 22 3026avr.-98 6.44 29 26 4610.37 12.65

Beutel Goodman International Equity Fund -20.90 -11.33 -0.81-7.60 1.74 3.934.9785 70 7280 64 5588oct.-93 5.29 52 82 977.44 9.34

Black Creek International Equity Fund -26.13 -17.76 -5.57-10.09 1.18 0.558.05100 93 10087 76 9040sept.-08 6.56 26 69 38.35 17.91

BlackRock CDN MSCI EAFE Equity Index Class A -16.45 -9.88 0.05-4.99 1.63 3.686.3063 66 6658 70 6472juil.-05 4.73 68 71 638.15 12.06

BlackRock International Alpha Tilts Fund B -21.63 -15.84 -1.79-8.90 1.09 2.577.3292 84 8083 80 8044févr.-97 5.83 41 26 910.45 15.76

Burgundy EAFE Equity Fund -10.17 -2.54 3.16-0.20 5.95 5.2711.3110 18 3220 10 447juil.-05 8.19 13 4 713.04 16.17

Capital Group International Equity Fund (class I) -14.29 -5.05 6.320.45 6.12 9.528.0432 31 815 8 440janv.-01 9.11 7 24 7710.52 11.64

CIBC EAFE Equity Pool -9.54 3.32 7.792.94 5.04 6.739.374 4 44 18 2314oct.-02 5.47 46 30 9410.07 9.95

CIBC International Equity Index Pool -15.14 -8.87 0.20-4.62 1.64 3.766.0342 56 6454 70 6076mars-98 4.45 73 77 727.97 11.77

Connon Clark and Lunn Q International Equity Fund -15.46 -9.42 1.25-5.51 3.14 5.548.3052 62 4962 42 3831janv.-02 6.54 26 28 1410.18 14.72

Eterna International Equity Fund -15.89 -2.69 0.50-7.01 2.94 3.7958 21 5974 46 58déc.-12 4.39 76 18 3211.11 13.50

FGP International Equity Fund -10.69 -2.92 3.40-0.40 3.36 5.936.7216 26 2322 38 3357nov.-93 4.99 60 87 947.04 9.99

Fidelity International Growth Institutional Trust -16.03 -7.96 0.81-5.01 1.73 3.196.6260 50 5358 64 7060sept.-01 4.31 78 80 787.93 11.63

Fidelity Select Intl Equity Institutional Trust -15.51 -7.94 -0.04-4.57 0.95 2.846.4254 50 6853 82 7464févr.-03 3.30 92 85 857.12 11.34

Fiera Capital International Equity ESG Fund -8.84 4.95 8.976.19 7.91 10.5112.051 1 11 3 13janv.-10 8.67 11 14 3111.57 13.54

Fiera Capital International Equity Fund -9.58 4.02 8.996.11 7.97 10.5511.896 2 11 2 14janv.-10 8.98 9 16 3711.26 13.16

Global Alpha Small Cap EAFE Fund -21.40 -11.62 2.84-5.44 8.04 7.2312.8890 75 3561 1 141déc.-09 13.61 1 1 118.08 22.63

Guardian International Equity Fund -11.28 -7.25 0.74-5.94 2.61 4.235.7419 46 5669 52 5082déc.-04 5.23 55 24 5910.53 12.19

Guardian International Equity Select Fund -10.62 -2.77 -0.51-2.3315 22 7030août-16

GWL International Equity Fund 13.01JPMF -15.42 -6.00 1.96-4.01 2.86 5.887.0650 38 4242 50 3448juil.-94 5.21 56 45 819.59 11.59

GWL International Equity Investment Fund 1 -14.30 -4.15 0.76-5.73 1.78 3.676.8432 28 5564 60 6554janv.-94 3.31 92 51 709.51 11.83

Hexavest EuroPac Fund -18.53 -14.30 -2.59-6.54 0.58 1.255.5373 80 8372 85 8684avr.-04 4.68 69 76 618.00 12.15

Highstreet International Equity A Fund -16.57 -10.50 -1.85-7.65 -0.13 0.534.4464 68 8080 92 9098janv.-06 2.65 100 100 1005.79 7.84

Integra International Equity Fund -14.84 -9.37 0.27-5.86 1.11 2.396.3638 61 6368 78 8267avr.-93 3.92 80 56 909.19 10.74

Invesco (Growth) -17.12 -7.10 2.08-3.19 3.13 3.778.8466 46 3833 42 6020juil.-00 5.86 40 38 309.91 13.57

Invesco (Trimark International Companies) -14.69 -6.60 3.28-1.75 5.94 6.8110.9736 42 2825 11 218oct.-99 9.33 2 2 215.06 18.53

Jarislowsky Fraser International Equity Fund -10.59 -1.36 3.850.21 4.05 6.898.7314 10 2017 28 1822avr.-95 5.45 47 65 768.78 11.64

Jarislowsky Fraser Intl Equity (AC ex. US) Fund -10.18 -1.22 4.731.09 4.50 7.6910 10 1511 22 8déc.-13 5.98 38 698.33

JP Morgan Equity International Investment Trust -15.93 -6.65 1.53-4.52 2.59 5.546.9458 42 4750 52 3852mars-82 5.04 59 47 829.55 11.57

Leith Wheeler International Equity Fund -22.66 -19.65 -3.61-10.59 0.32 2.805.8196 98 8894 88 7680avr.-95 6.04 36 62 668.97 11.97

London Life International Equity Fund (Fleming) -15.19 -5.60 2.05-3.73 3.00 6.037.1344 36 3938 44 3046juil.-91 5.27 52 42 749.68 11.67

PAGE 33 DE 60






Louisbourg EAFE Fund -14.95 -5.14 1.97-3.28 1.68 7.2439 34 4234 67 14févr.-11 3.46 89 88 887.01 11.12

Mawer International Equity Fund -9.64 -2.50 5.39-0.21 5.82 6.4010.217 18 1220 13 2711nov.-87 8.01 14 10 2812.47 13.73

MFS International Equity Fund -13.19 -2.31 5.171.38 4.85 7.598.1326 14 1310 19 936juil.-99 6.73 23 43 529.64 12.31

NS Partners International Equity Fund -8.90 2.64 6.231.90 4.43 6.698.481 5 87 24 2428févr.-90 4.88 64 73 908.07 10.85

PH&N Overseas Equity Fund -17.64 -9.24 4.20-3.82 3.86 5.176.9569 59 1739 33 4850déc.-00 7.41 18 17 4511.20 12.67

Pictet International Equity Fund LLC -21.28 -16.04 -3.12-9.72 1.76 1.826.6589 84 8585 61 8559août-00 6.77 22 36 229.94 14.12

Scheer Rowlett EAFE Fund -15.47 -9.71 0.96-5.80 2.92 5.288.1452 64 5166 48 4236févr.-92 6.34 32 32 1610.04 14.61

SEI International Equity Fund -18.40 -11.58 -0.94-7.49 1.41 2.556.3172 74 7577 73 8070août-97 4.95 62 56 429.21 12.74

Setanta EAFE Equity Fund -19.57 -14.96 -1.38-7.36 3.94 3.238.1979 81 7776 30 7033déc.-03 9.29 3 12 512.04 17.06

Setanta European Equity Fund -24.70 -19.80 -4.13-11.07 1.09 -0.176.2998 100 9296 79 9873sept.-04 7.12 20 52 129.50 15.16

Sprucegrove Canadian International Pooled Fund -22.66 -19.65 -3.61-10.59 0.32 2.805.8196 98 8892 88 7680avr.-85 6.04 36 62 668.97 11.97

T. Rowe Price International Disciplined Equity Pool -15.20 -6.13 1.69-2.15 1.82 3.9545 39 4528 56 52sept.-14 3.91 81

PAGE 34 DE 60






TD Emerald Hedged Intl Eq Index Pooled Fund Trust -20.81 -11.90 -0.89-4.26 0.24 3.624.6784 76 7445 90 6696juin-99 3.52 88 94 986.76 9.04

TD Emerald International Equity Index Fund Passive -15.20 -8.64 0.44-4.40 1.81 3.946.3946 55 6047 57 5465juil.-95 4.60 71 75 688.03 11.96

TD Greystone International Equity Fund -14.55 -5.09 3.29-3.42 3.95 6.859.2034 32 2636 30 1915juil.-08 6.34 32 6 2012.70 14.32

TD Greystone International Income & Growth Fund -17.45 -11.47 2.93-4.15 3.52 5.238.7368 72 3443 37 4624avr.-08 7.65 17 32 5610.05 12.24

Templeton EAFE Developed Markets Fund -20.26 -18.33 -5.15-12.09 -1.17 -0.114.8481 94 9798 97 9793janv.-94 3.66 86 90 236.93 14.01

Templeton International Equity Trust -19.11 -16.80 -4.17-10.59 -1.26 0.414.9076 88 9492 100 9390nov.-90 3.05 96 95 406.70 12.82

Templeton International Stock Trust -19.28 -16.89 -4.16-10.56 -1.26 0.374.9077 90 9390 99 9490juil.-93 3.09 95 92 386.82 13.04

William Blair International Leaders Pooled Fund -11.49 0.35 7.292.32 7.16 8.8720 8 56 6 6mars-12 8.93 9 4 1513.29 14.66

54 54 5454 53 5347 56 52 58Nombre de fonds

-15.84 -8.10 1.22-4.33 2.88 4.597.46 5.74 9.54 12.94Rendement moyen

-9.57 2.74 7.422.56 7.44 9.1011.68 9.19 12.86 17.185e percentile

-12.98 -2.90 3.30-1.72 4.35 6.628.72 6.62 10.48 13.811er quartile

-15.44 -7.95 1.11-4.51 2.86 4.236.95 5.34 9.52 12.36Médiane

-18.91 -11.65 -0.98-7.25 1.22 2.816.16 4.40 8.02 11.653e quartile

-22.56 -18.86 -4.60-10.80 -0.88 0.154.72 3.11 6.71 9.7195e percentile

PAGE 35 DE 60


Marchés émergents




Aberdeen Canada-Emerging Markets Fund -19.33 -14.84 -1.83-7.99 1.30 3.316.0285 82 9257 79 928févr.-06 5.79 84 94 749.81 7.58

AGF Emerging Markets Pooled Fund -21.14 -16.83 -0.26-8.15 1.65 4.314.2993 86 6761 74 7665juin-08 6.88 62 79 10010.14 4.98

BlackRock Emerging Markets Opportunities Fund B -21.62 -17.77 -1.47-11.56 2.35 5.115.9896 92 8293 65 6414févr.-02 8.11 28 19 2313.86 10.45

BlackRock MSCI Emerging Markets Fund B -20.91 -17.39 -1.49-10.94 0.82 3.793.9790 89 8486 90 88100juil.-00 5.96 79 75 5910.91 8.42

Burgundy Emerging Markets Fund -18.58 -19.25 -6.16-12.44 -0.95 -0.5779 96 10098 100 100avr.-10 4.24 100 92 289.81 9.44

CC&L Q Emerging Markets Equity Fund -15.20 -10.57 1.59-8.32 4.14 7.4518 46 4864 21 36juin-13 8.19 22 115.16

CI Signature Emerging Markets Fund -15.44 -9.07 3.45-4.94 3.20 7.5924 25 1618 48 28juin-11 6.52 67 87 889.82 6.42

CII Emerging Markets Growth Fund -16.14 -9.87 3.45-6.04 4.03 8.084.3135 32 1836 30 1658juin-86 7.83 37 69 7711.38 7.30

FGP Emerging Markets Equity Fund -23.50 -20.53 -4.86-12.49 0.82 1.744.26100 100 97100 88 9678avr.-09 7.00 59 64 5011.48 8.92

Fidelity Select Emerging Markets Equity Institutional Trust -16.32 -10.45 1.34-9.13 3.66 7.034.8640 43 5868 36 4050mars-09 7.52 46 4 1815.11 11.05

Guardian Emerging Market Equity Fund -14.97 -12.98 1.41-9.52 2.99 4.9514 64 5572 52 72juin-14 7.42 54

Hexavest Emerging Markets Fund -14.85 -13.13 -0.00-7.38 1.16 3.9411 68 6447 82 80janv.-11 5.09 92 100 908.27 6.39

Integra Emerging Markets Equity Fund -17.83 -7.73 2.85-7.47 3.39 6.8764 8 3050 44 44oct.-10 6.37 71 48 8211.99 7.00

Invesco Select Emerging Markets Equity -14.28 -3.96 3.25-4.97 6.12 7.687 1 2620 1 24août-14 8.80 13

Jarislowsky Fraser Emerging Markets Fund -16.12 -12.76 2.52-5.34 5.9333 61 4028 56sept.-15

JP Morgan Emerging Markets Equity - Canada Fund -16.56 -8.73 3.63-4.67 4.86 8.245.5547 18 118 13 1235janv.-10 8.56 16 39 5512.66 8.53

JP Morgan Global Emerging Markets Discovery Fund -18.62 -10.15 -4.9282 36 15juin-17

Letko Brosseau Emerging Markets Equity Fund -23.84 -19.75 -2.61-10.07 3.50 5.45100 98 9382 41 61févr.-11 10.30 1 13 514.37 12.66

Mawer Emerging Markets Equity Fund -13.77 -12.41 1.44-6.094 57 5238janv.-17

Northern Trust Emerging Markets Equity Fund -18.29 -13.54 -1.41-9.7772 74 7878avr.-16

NS Partners Emerging Markets -15.42 -7.81 3.90-5.22 5.59 8.8022 10 425 8 8janv.-11 9.24 8 9 914.62 12.11

RBC Emerging Markets Equity Fund -16.44 -11.98 2.52-4.70 3.60 6.207.2243 50 3810 38 521déc.-09 7.91 34 26 1413.46 11.10

Schroder Emerging Market Fund (Canada) -15.96 -9.19 2.77-6.68 4.09 7.925.6829 28 3343 26 2022janv.-95 7.70 42 30 4213.10 8.99

SEI Emerging Markets Equity Fund -18.52 -13.42 -0.54-10.12 2.92 5.514.2076 72 7082 56 6085août-97 7.47 50 43 3612.50 9.20

SSGA Daily Active Emg Mkt Sec Lending Cmn Trust Fund -16.63 -12.02 -1.05-9.61 2.22 5.074.0450 53 7475 69 6893nov.-99 6.12 75 57 6811.72 8.09

PAGE 36 DE 60


Marchés émergents




SSGA Emg Mkts Alpha Select Sec Lending Common Trust -16.88 -14.81 -1.77-10.99 0.66 3.914.2953 80 9088 95 8470avr.-07 4.95 96 84 959.83 6.15

TD Greystone China Income & Growth Fund -7.22 -5.48 13.06-1.15 16.501 3 11 1janv.-15

Templeton Emerging Markets Fund (Canada) -17.67 -8.54 3.36-4.58 5.97 10.515.6658 15 224 4 428nov.-00 9.94 4 36 6812.70 8.08

Wellington MP (Dublin) Emg Markets Equity Portfolio -17.90 -10.28 1.97-7.77 4.15 7.504.9167 39 4554 18 3244avr.-05 8.11 26 22 3213.54 9.35

William Blair Emerging Markets Leaders Pooled Fund -17.74 -8.85 3.69-5.63 2.58 6.6561 21 832 61 48déc.-13 5.66 87 5611.74

29 29 2829 24 2615 25 24 23Nombre de fonds

-17.03 -11.87 1.26-7.54 2.97 6.315.02 7.28 12.09 8.93Rendement moyen

-13.98 -6.38 3.82-4.62 5.90 10.086.38 9.80 15.02 12.665e percentile

-15.51 -9.06 3.28-5.20 4.10 7.655.67 8.12 13.48 9.941er quartile

-16.63 -11.98 1.51-7.47 3.09 6.424.86 7.47 11.98 8.92Médiane

-18.50 -13.70 -1.13-9.62 1.56 4.474.27 6.13 10.87 7.513e quartile

-21.42 -18.66 -3.80-12.09 0.63 2.134.02 4.97 9.75 6.1195e percentile

PAGE 37 DE 60


Obligations canadiennes




FGP Universe Bond Fund 1.10 3.87 3.484.68 3.3838 55 5344 27oct.-15

FGP Core Plus Bond Fund -3.16 -0.31 1.911.47 3.2292 92 9496 51janv.-16

AB Core Plus Advanced Bond Fund -7.61 -3.73 1.010.50 1.66 1.884.6898 98 9897 98 9616sept.-07 3.05 9 5 64.32 4.35

AB Core Plus Bond Fund -3.96 -0.46 2.042.10 2.01 2.304.3095 93 9294 92 9175déc.-03 2.64 26 14 263.97 3.76

Addenda Active Duration Bond Pooled Fund -0.77 2.48 2.913.75 2.59 2.884.0077 77 7676 69 7791août-97 2.62 30 58 443.46 3.53

Addenda Core Bond Pooled Fund 1.00 4.15 3.824.91 2.80 3.364.4545 41 1924 35 3453août-04 2.46 48 46 563.55 3.32

Addenda Impact Fixed Income Pooled Fund 0.54 4.33 4.8564 34 29janv.-18

Baker Gilmore Bond Fund 0.65 3.77 3.674.46 2.67 3.504.4358 57 3556 57 1757déc.-93 2.39 62 66 533.41 3.36

Beutel Goodman Core Plus Bond Fund -1.61 1.80 3.213.82 2.69 3.474.1282 84 6974 52 2088oct.-99 2.91 13 76 903.37 3.10

Beutel Goodman Income Fund 1.27 4.15 3.754.93 2.67 3.373.8333 41 2723 54 2994janv.-91 2.31 73 94 972.75 2.49

BlackRock Canada Universe Bond Index Class A 1.45 4.37 3.654.82 2.64 3.124.3428 30 3832 62 5965mars-97 2.21 84 71 623.41 3.27

BMO AM Bond Fund 1.66 4.64 3.834.98 2.81 3.374.2419 21 1620 34 3182oct.-89 2.36 67 54 843.47 3.15

Burgundy Bond Fund -0.13 2.67 3.184.00 2.54 2.824.1073 75 7069 74 8090mai-91 2.50 42 47 683.53 3.25

Burgundy Core Plus Bond Fund -3.48 -0.66 2.092.00 2.44 2.854.3193 94 9194 84 7973mars-08 3.22 4 28 233.75 3.78

CC&L Universe Bond Alpha Plus Fund 1.10 4.23 3.104.04 2.67 2.665.7238 37 7267 54 861déc.-06 2.28 77 1 14.85 5.75

CI Signature Canadian Bond Fund 0.81 3.98 3.424.79 2.75 3.134.6454 51 6138 44 5825janv.-93 2.44 50 42 163.59 3.90

CI Signature Canadian Core Bond Fund 0.91 4.05 3.484.78 2.87 3.194.7750 49 5440 28 5311déc.-06 2.58 36 29 113.72 4.08

CI Signature Core Bond Plus Fund -1.59 1.90 2.613.41 2.34 2.6182 82 8082 88 87janv.-15 2.45 49

CIBC Canadian Bond 5 Year Duration Pool 3.60 5.12 3.255.10 2.46 2.673 8 6711 82 85déc.-11 1.80 95 95 882.57 3.13

CIBC Canadian Bond Active Universe Pool 0.18 3.42 3.414.37 2.76 3.254.6269 64 6260 38 4829déc.-88 2.60 33 33 423.68 3.56

CIBC Canadian Bond Overlay Pool -0.75 2.49 3.233.94 2.48 3.054.5376 77 6872 79 6641févr.-96 2.48 46 7 134.16 3.96

CIBC Canadian Bond Universe Index Pool 1.48 4.41 3.754.89 2.75 3.234.4326 28 2727 40 4958oct.-94 2.34 70 47 523.53 3.39

Cidel Canadian Fixed Income Pooled Fund 3.12 6.16 4.216.02 3.11 3.544.515 2 63 7 1447déc.-93 2.37 65 91 753.15 3.22

Eterna Bond Fund 2.62 5.39 3.775.05 2.71 3.037 5 2514 50 72déc.-12 2.06 92 77 783.36 3.22

FGP Conservative Bond Fund 2.29 4.85 3.855.23 3.03 3.544.589 11 127 12 1436janv.-93 2.58 35 86 473.29 3.48

Fidelity Canadian Bond Core Plus Institutional Trust -2.00 2.19 3.323.89 2.77 3.414.6888 80 6573 37 2518oct.-06 2.92 12 22 383.84 3.60

Fidelity Canadian Bond Institutional Trust -0.32 3.16 3.494.29 2.74 3.274.5674 68 5162 47 4538juil.-02 2.63 27 26 403.77 3.57

Fiera Capital Active and Strategic FI - Act Univ Fd 2.16 4.91 3.855.05 2.90 3.364.5911 10 1314 22 3335juil.-98 2.40 60 58 603.46 3.28

Fiera Capital Active and Strategic Fixed Income - Ethical 2.20 5.13 3.925.21 2.86 3.284.5210 8 108 29 4243janv.-04 2.30 75 90 913.25 3.03

Fiera Capital Blended Active Fixed Income Fund 2.12 5.08 3.795.16 2.88 3.334.3112 8 229 26 3771janv.-89 2.34 70 88 843.27 3.15

Fiera Capital Integrated Fixed Income Universe Fund 0.84 4.09 3.854.79 2.95 3.584.6953 47 1437 18 1116oct.-72 2.67 22 20 293.85 3.74

Fiera Capital Tactical Fixed Income Fund 2.50 5.38 4.475.41 3.01 3.704.818 5 35 14 69nov.-06 2.43 54 60 943.45 2.80

Franklin Bissett Core Plus Bond Fund -1.03 2.74 3.623.94 3.04 4.134.8079 72 4272 10 29août-86 3.12 7 4 94.38 4.15

GEM Fixed Income Pool 3.56 6.36 4.476.14 3.15 3.694.613 1 32 6 731févr.-06 2.36 66 68 653.41 3.26

PAGE 38 DE 60






Guardian Canadian Bond Fund 3.88 6.57 4.616.30 3.22 3.764.621 1 21 5 529août-86 2.40 60 74 783.38 3.22

Guardian Fixed Income Select Fund 0.14 2.71 2.593.67 2.47 2.8170 74 8179 80 81mars-12 2.42 56 90 383.23 3.60

GWL Canadian Bond Fund 1 0.43 3.45 3.344.23 2.50 3.034.2766 63 6464 76 7080avr.-76 2.27 79 76 793.37 3.21

GWL Government Bond Investment Fund 1 3.42 4.59 2.584.06 1.96 2.132.864 24 8267 93 93100nov.-94 1.31 98 100 1001.64 2.13

Highstreet Canadian Bond Fund -1.26 2.28 3.013.77 2.50 3.044.3380 79 7476 77 6667oct.-98 2.55 38 40 403.60 3.57

HSBC Canadian Bond Pooled Fund 0.02 3.24 3.444.13 2.75 3.314.5371 67 5865 42 3940oct.-97 2.62 29 36 353.66 3.63

Industrial Alliance Bond Fund 0.90 4.37 3.784.76 3.03 3.504.6350 30 2442 12 1726juin-78 2.70 17 17 303.93 3.72

Integra Bond Fund 0.44 3.52 3.384.36 2.59 3.004.2066 61 6360 70 7483nov.-96 2.36 68 79 903.35 3.10

Invesco (Trimark Canadian Bond) -4.86 0.29 2.893.23 2.43 2.814.1397 91 7784 84 8288déc.-94 2.97 11 31 523.71 3.39

J. Zechner Associates Fixed Income Fund 1.02 4.21 3.905.05 2.87 3.6644 38 1014 28 8juil.-14 2.54 39

Jarislowsky Fraser Bond Fund 0.77 4.07 3.524.65 2.75 3.284.6055 48 4946 44 4234avr.-97 2.42 56 62 483.43 3.46

Jarislowsky Fraser Fixed Income Core Plus Fund -1.69 1.31 2.522.72 3.4884 87 8490 20mars-16

Landry Optimum Income Plus Fund -5.12 -2.62 0.45-1.6297 98 9898déc.-16

Leith Wheeler Core Active Bond Fund 0.60 3.94 3.684.64 2.91 3.364.8161 52 3447 21 348juin-02 2.65 24 24 253.78 3.77

Leith Wheeler Core Bond Fund 0.99 4.18 3.714.79 2.83 3.264.6446 39 3036 32 4724mai-94 2.50 42 35 353.67 3.63

Leith Wheeler Corporate Bond Fund -1.93 1.05 2.112.92 2.34 2.4987 88 9088 88 88oct.-14 2.66 23

Letko Brosseau RSP Bond Fund 1.56 3.08 2.213.11 1.77 2.042.9422 69 8985 96 9599juil.-05 1.45 98 99 991.74 2.22

Lincluden Bond Pooled Fund 0.55 3.81 3.444.49 2.66 3.044.3963 56 5855 58 6962janv.-07 2.38 63 69 723.41 3.23

London Life Bond Fund (LC) 1.10 4.10 3.584.68 2.66 3.134.4237 46 4644 58 5759janv.-80 2.31 72 49 503.51 3.41

London Life Bond Universe Index Fund (LC) 1.42 4.35 3.594.79 2.59 3.034.2930 33 4435 71 7078juil.-00 2.15 88 82 753.34 3.22

Louisbourg Canadian Bond Fund 1.08 3.93 3.464.23 2.73 3.204.4241 52 5564 48 5260févr.-10 2.43 54 43 463.58 3.49

Manulife AM Canadian Bond Index Pooled 1.50 4.37 3.644.78 2.63 3.114.3225 30 4039 65 6170avr.-99 2.19 86 72 683.40 3.25

Manulife AM Canadian Core Fixed Income Pooled 1.34 4.65 3.854.99 2.75 3.424.5032 20 1418 40 2448oct.-07 2.28 78 54 583.47 3.30

Manulife AM Canadian Core Plus Fixed Income Pooled -1.57 1.83 3.013.26 2.50 3.594.9882 84 7484 76 114mai-05 2.68 21 41 143.60 3.93

Manulife Canadian Bond Index Fund 1.53 2.72 3.114.00 2.31 2.704.1423 73 7269 88 8486déc.-89 2.21 83 74 703.38 3.23

Mawer Canadian Bond Pooled Fund 1.24 4.28 3.484.82 2.60 2.914.3733 36 5231 68 7663févr.-99 2.19 86 87 703.28 3.23

MFS Canadian Fixed Income Fund 0.68 3.61 3.574.63 2.75 3.314.5157 60 4648 44 4045janv.-81 2.53 40 38 363.63 3.62

MFS Responsible Canadian Fixed Income Fund 0.66 3.47 3.444.53 2.62 3.094.4458 62 5954 66 6454sept.-00 2.41 59 50 413.51 3.56

Montrusco Bolton Bond Total Return Fund -0.05 1.87 1.842.95 1.61 1.703.1972 82 9588 98 9798mai-96 1.55 97 96 972.06 2.51

Montrusco Bolton Fixed Income Fund -1.83 1.07 2.302.73 1.80 2.103.8485 88 8790 96 9494juin-84 1.98 94 85 893.31 3.12

Nexus North American Income Fund -2.43 1.00 2.383.56 2.90 3.175.0290 89 8681 24 544sept.-02 3.38 1 9 14.07 5.35

Northern Trust Asset Mgmt. Canadian Fixed Income Fund 0.53 4.13 3.654.60 2.99 3.454.6564 43 3949 16 2222avr.-79 2.71 16 18 273.91 3.75

Optimum Heritage ESG Universe Bond 1.48 4.79 4.085.13 3.31 3.604.6626 14 710 4 1021janv.-90 2.94 12 7 64.19 4.28

Optimum Universe Bond Strategic Bias 0.99 4.12 3.704.81 2.92 3.374.8546 44 3233 20 326déc.-05 2.63 28 10 154.00 3.93

PAGE 39 DE 60






Perennial Fixed Income Portfolio 4.16 4.50 1.952.98 0.70 0.323.721 26 9387 100 9995janv.-06 -0.23 100 97 971.90 2.50

PH&N Bond Fund 1.81 4.78 3.825.03 2.95 3.374.6014 14 1816 18 2933déc.-70 2.49 44 24 213.78 3.80

PH&N Core Plus Bond Fund 1.77 4.80 4.034.98 3.49 4.0718 13 820 2 2juin-13 3.16 6 34.53

PH&N Enhanced Total Return Bond Fund 1.57 4.58 3.814.91 3.07 3.524.7421 24 2025 9 1514mars-08 2.70 18 12 113.98 4.04

PH&N Total Return Bond Fund 1.79 4.76 3.825.01 3.01 3.474.6615 16 1817 14 2020juil.-00 2.58 35 20 163.85 3.92

QV Canadian Bond Fund 1.07 3.05 2.583.74 2.22 2.4642 70 8277 90 89juil.-11 2.01 93 94 842.84 3.15

RBC Vision Bond Fund 1.77 4.75 3.794.99 2.90 3.314.5018 16 2218 24 3848sept.-02 2.44 51 32 313.71 3.71

Ridgewood Canadian Bond Fund 0.62 5.89 5.016.34 3.89 4.575.5560 3 11 1 11févr.-99 3.40 1 1 14.89 5.29

Scheer Rowlett Bond Fund 0.60 3.72 3.614.39 2.57 3.274.2961 58 4359 72 4678janv.-92 2.29 76 83 873.32 3.13

Scotia Institutional Tactical Bond Fund 1.11 3.41 3.604.58 2.84 3.034.4836 64 4451 32 7250janv.-10 2.69 18 10 194.00 3.85

SEAMARK Canadian Bond Pooled Fund 0.98 4.71 3.454.46 2.64 3.084.1848 18 5756 62 6484juil.-97 2.12 90 61 723.44 3.23

SEI Canadian Fixed Income Fund 0.88 3.91 3.504.58 2.72 3.274.5251 54 5051 49 4443août-97 2.43 53 54 463.47 3.49

Signature Preferred Share Fund -20.93 -17.59 -5.76-11.39 -0.02100 100 100100 100déc.-15

SLC Management Core Fixed Income Plus Fund -0.68 3.03 4.5676 70 53nov.-17

TD Emerald Canadian Bond Index Fund 1.80 4.61 3.704.91 2.62 3.104.2914 23 3124 65 6276août-91 2.13 89 81 813.34 3.18

PAGE 40 DE 60






TD Emerald Canadian Bond Pooled Fund Trust Passive 1.45 4.34 3.664.80 2.64 3.124.3328 34 3734 61 6066mai-97 2.22 82 66 643.41 3.26

TD Emerald Canadian Core Plus Bond Pooled Fund Trust -2.00 1.83 2.873.68 2.46 2.894.7388 84 7879 82 7714sept.-07 2.61 31 44 283.57 3.74

TD Greystone Bond Plus Fund 1.16 4.66 4.315.26 3.34 3.9535 20 56 3 3juil.-14 3.01 10

TD Greystone Fixed Income Fund 1.08 4.12 3.734.78 2.81 3.404.4441 44 2941 34 2654nov.-93 2.48 46 78 783.36 3.22

Triasima Bond Fund -2.45 -0.75 1.691.6490 95 9696janv.-16

Wellington MP (Canada) Canada Universe Bond Plus -3.83 -1.23 2.392.65 1.92 2.2294 96 8692 94 92juil.-12 2.73 16 34 573.68 3.31

WindWise Cdn Univ Bd Indx Sec Lending Fd 1.54 4.45 3.694.86 2.67 3.154.3122 27 3428 56 5571avr.-97 2.23 81 64 663.42 3.26

90 90 8890 82 8672 83 73 83Nombre de fonds

0.15 3.16 3.214.07 2.66 3.094.43 2.45 3.53 3.52Rendement moyen

3.21 5.45 4.295.47 3.22 3.794.91 3.19 4.34 4.445e percentile

1.50 4.54 3.774.91 2.89 3.414.64 2.65 3.77 3.771er quartile

0.90 4.01 3.504.59 2.72 3.234.49 2.44 3.51 3.41Médiane

-0.51 2.63 2.963.79 2.52 2.954.30 2.29 3.38 3.223e quartile

-4.04 -0.77 1.841.80 1.84 2.023.73 1.79 2.41 2.7295e percentile

PAGE 41 DE 60


Obligations mondiales




AGF Emerging Markets Bond Fund -3.75 -0.98 1.780.63 3.23 3.3683 67 6650 40 34nov.-10 4.31 1 50 406.57 6.60

CI Signature Global Bond Fund 8.11 10.36 4.906.06 4.53 3.556.0116 1 161 1 1733nov.-01 3.12 57 58 425.63 6.49

GWL International Bond Fund 0.53 2.77 3.120.60 2.89 2.916.6650 50 5066 60 661janv.-95 2.92 84 32 207.18 7.26

HSBC Emerging Markets Debt Fund -10.90 -6.59 -0.93-3.44 1.25 1.02100 100 100100 100 100mars-11 3.32 30 100 1004.38 3.76

Mawer Global Bond Fund 10.70 10.12 4.705.77 3.321 16 3232 50juin-15

RBC Global Bond Fund 2.82 7.27 4.995.87 4.08 4.185.1934 33 117 20 167sept.-07 3.30 42 68 804.56 4.75

Templeton Global Bond Fund -0.24 -3.05 -0.67-2.27 1.49 1.734.3566 83 8484 80 84100juil.-88 2.66 100 84 604.39 5.62


1.04 2.84 2.561.89 2.91 2.875.55 3.26 6.00 5.87Rendement moyen

9.92 10.29 4.966.00 4.42 3.996.56 4.03 7.55 7.265e percentile

5.46 8.69 4.805.82 3.87 3.456.18 3.37 7.18 7.091er quartile

0.53 2.77 3.120.63 3.06 3.325.60 3.21 6.57 6.11Médiane

-1.99 -2.01 0.55-0.84 1.84 2.324.98 2.93 4.48 4.973e quartile

-8.76 -5.53 -0.85-3.09 1.31 1.244.47 2.76 4.38 4.0195e percentile

PAGE 42 DE 60


Obligations corporatives




Addenda Corporate Core Bond Pooled Fund -2.65 1.21 2.583.08 2.61 3.094.7145 60 6161 70 7671oct.-06 2.96 84 85 673.83 4.01

Addenda Infrastructure Bond Pooled Fund -2.75 3.12 4.654.66 3.60 4.9650 11 66 12 6févr.-13 3.72 33 8 225.70 4.90

Beutel Goodman Corporate Bond Fund -3.92 -0.02 2.192.48 2.36 3.093.7077 83 7883 82 74100nov.-09 2.96 84 100 1003.23 3.05

CI Investment Grade Bond Fund 0.20 4.14 3.784.34 4.01 4.291 1 1211 6 12déc.-14 3.98 12

CI Signature Corporate Bond Fund -10.13 -5.28 1.22-0.07 2.94 4.115.83100 100 95100 48 1615janv.-02 5.10 5 14 15.60 6.69

CIBC Canadian Bond Corp. Investment Grade Pool -3.35 0.78 2.953.27 3.16 3.7972 77 4439 30 28déc.-11 3.76 27 41 244.42 4.67

FGP Corporate Bond Fund -2.04 1.68 3.043.73 3.03 3.685.1428 34 3227 36 3843mai-09 3.37 46 64 503.98 4.30

FGP Corporate Plus Bond Fund -6.56 -2.65 1.090.17 2.26 2.775.3894 94 10095 100 9029juin-03 3.52 41 28 174.94 5.42

Fiera Capital Corporate Universe Bond Fund -1.48 1.99 2.973.42 2.99 3.504.7512 26 3934 41 4558déc.-05 3.24 67 58 594.02 4.12

Fiera Capital Integrated Credit Fund -2.79 1.21 2.813.09 2.71 3.3055 56 5056 65 62févr.-12 3.09 78 78 753.85 3.92

Franklin Bissett Corporate Bond Fund -6.07 -1.35 1.931.59 2.38 3.444.4689 89 8889 78 5485déc.-06 3.33 60 44 384.30 4.41

Jarislowsky Fraser Corporate Bond Fund -2.22 1.25 2.443.06 2.9438 46 6766 83mars-16

Leith Wheeler Corporate Bond Fund -1.93 1.05 2.112.92 2.34 2.4922 67 8373 88 100oct.-14 2.66 96

PH&N Corporate Bond Trust 0.02 3.34 3.554.21 3.35 3.845 6 1816 23 23juin-11 3.36 54 50 344.25 4.41

Ridgewood Canadian Investment Grade Bond Fund -5.45 2.46 5.405.56 5.18 6.918.7684 17 11 1 11nov.-09 5.87 1 1 17.80 9.51

Scotia Institutional Cdn IG Corp Bond Fund -2.22 1.48 2.703.17 2.83 3.2434 39 5550 59 66févr.-15 3.18 72

SLC Management Private Fixed Income Plus Fund -1.67 1.99 3.543.80 3.46 3.7217 24 2223 18 34mars-14 3.84 17 224.97

TD Emerald Active Canadian Corporate Bond PFT -2.97 0.98 2.362.90 2.32 2.7562 72 7277 94 94août-10 2.66 100 94 913.44 3.57

TD Greystone Corporate Bond Fund -2.97 1.24 3.053.18 2.93 3.4466 50 2846 52 50avr.-11 3.36 50 72 833.85 3.85

19 19 1919 18 198 19 15 13Nombre de fonds

-3.21 0.98 2.863.08 3.03 3.655.34 3.57 4.58 4.49Rendement moyen

-0.01 3.44 4.724.77 4.20 5.217.73 5.17 6.33 6.305e percentile

-1.98 1.99 3.303.77 3.30 3.815.49 3.76 4.95 4.591er quartile

-2.75 1.24 2.813.17 2.93 3.444.94 3.36 4.25 4.30Médiane

-3.63 0.88 2.272.91 2.44 3.094.65 3.13 3.85 3.923e quartile

-7.04 -2.97 1.230.19 2.31 2.723.97 2.67 3.42 3.3895e percentile

PAGE 43 DE 60


Obligations à rendement élevé




Burgundy Total Return Bond Fund -8.52 -5.62 0.50-0.97 2.29 2.954.7142 58 6358 70 7480août-05 4.37 64 82 894.15 4.62

CC&L High Yield Bond Fund Series I -7.19 -2.67 1.751.96 1.69 3.5832 25 4518 80 56juin-12 2.81 91 100 1002.42 3.12

Fiera Capital High Yield -7.06 -0.73 2.261.57 3.45 5.766.2324 9 2733 40 2720juin-99 4.52 60 64 664.36 5.53

Guardian High Yield Bond Fund -12.50 -12.48 -1.15-2.78 1.08 2.904.9875 92 8283 90 9060juin-00 4.79 54 90 334.02 6.42

Invesco (Trimark Global HY) -17.67 -12.53 -1.75-4.24 0.43 1.013.19100 100 100100 100 100100oct.-99 3.96 82 55 774.49 5.29

Leith Wheeler High Yield Bond Fund (CAD Hedged) -15.61 -11.01 -1.23-4.11 2.9391 83 9092 82mai-15

PH&N High Yield Bond Fund -7.04 -3.64 1.930.56 4.07 6.015.8018 33 3742 20 1840août-00 6.09 36 36 236.06 6.58

RBC High Yield Bond Fund -10.57 -5.22 0.79-0.27 2.95 3.4750 50 5550 50 63oct.-10 5.10 46 46 455.08 5.96

Ridgewood Tactical Yield Fund -10.78 -4.30 3.131.95 3.94 5.1158 42 1024 30 36mars-11 6.11 28 26 226.65 6.61

SEI US High Yield Bond Fund -4.74 -1.29 2.703.77 4.86 6.759.328 16 188 10 91sept.-13 6.45 10 9 18.36 12.47

Signature Floating Rate Income Fund -11.14 -6.16 -1.4266 66 66juin-17

Signature High Yield Bond Fund -14.90 -10.09 0.04-2.15 2.82 4.4484 76 7275 60 45janv.-12 6.32 18 196.74

Wellington US$ Core High Yield Bond Fund -2.02 2.10 4.826.18 6.33 7.941 1 11 1 1sept.-10 7.41 1 1 19.18 12.94

13 13 1213 11 126 12 12 10Nombre de fonds

-9.98 -5.67 1.150.00 3.08 4.405.71 4.92 5.46 6.33Rendement moyen

-3.65 0.40 3.894.73 5.59 7.298.55 6.89 8.58 10.325e percentile

-7.07 -2.64 2.371.93 4.00 5.836.13 6.16 6.67 6.541er quartile

-10.57 -5.22 1.27-0.27 2.95 4.015.39 4.95 4.79 5.80Médiane

-12.57 -9.91 -0.26-2.14 1.99 2.954.78 4.23 4.29 5.353e quartile

-16.44 -12.50 -1.46-4.16 0.76 2.053.57 2.11 3.30 3.7995e percentile

PAGE 44 DE 60


Obligations à long terme




Addenda Active Duration Govt Long Bond Pooled Fund 0.69 5.04 5.405.98 3.55 4.276.1512 66 9080 93 98100mai-05 3.19 87 92 835.82 4.39

Addenda Corporate Long Bond Pooled Fund -6.64 0.01 3.902.97 3.36 4.696.84100 100 100100 100 8843mai-05 4.21 9 14 126.53 5.51

Beutel Goodman Long Term Bond Fund -0.57 4.81 5.746.09 3.43 4.936.2966 80 6260 97 4196mai-99 3.09 91 96 975.26 3.75

BlackRock Canada Long Bond Index Class A -0.02 5.39 5.896.31 3.70 4.836.7132 34 4440 74 7184juil.-98 3.29 74 60 706.16 4.49

CC&L Long Bond Alpha Plus Fund -0.37 5.19 5.295.45 3.78 4.248.3060 49 9494 42 1004nov.-06 3.43 39 8 47.88 7.34

CC&L Long Bond Fund -0.32 5.17 5.726.26 3.69 4.686.8850 51 6549 77 9031avr.-99 3.32 65 52 276.20 4.87

CI Signature Long Bond Fund -0.66 4.92 5.426.1772 74 8957mai-16



CIBC Canadian Bond Long Term Index Pool -0.04 5.40 5.956.36 3.77 4.906.8434 32 3326 45 4836févr.-00 3.37 55 48 546.22 4.61

FGP Long Term Bond Fund -1.04 4.60 5.715.98 3.76 4.966.7178 83 6882 50 3186août-08 3.56 27 92 605.79 4.54

Fidelity Canadian Long Bond Core Plus Institutional Trust -1.88 4.07 5.635.79 3.91 5.296.8190 91 8389 20 1552oct.-08 3.87 13 48 566.22 4.60

Fidelity Canadian Long Bond Institutional Trust -1.45 4.18 5.595.71 3.65 4.986.7485 89 8591 87 2278juil.-06 3.52 32 30 446.32 4.69

Fiera Capital Active and Strategic Fixed Income - Active 0.43 5.64 5.956.55 3.83 4.9417 25 3418 30 37juil.-10 3.38 51 85 745.97 4.48

Industrial Alliance Long Term Bond Fund -0.45 5.13 5.716.00 3.76 4.796.7763 58 7074 58 7558août-04 3.42 42 26 466.34 4.68

Jarislowsky Fraser Long Term Bond Fund 0.66 6.14 6.076.52 4.08 5.4214 17 2020 12 10avr.-13 3.58 23 676.14

Leith Wheeler Long Active Bond Fund -0.59 5.09 5.806.19 3.74 4.846.8468 63 5655 62 6939déc.-05 3.40 45 44 406.25 4.78

Leith Wheeler Long Bond Fund -0.21 5.27 5.896.34 3.76 4.856.8245 44 4231 51 5948juil.-04 3.39 49 56 506.17 4.67

London Life Long Term Bond Fund (LC) -0.35 4.98 5.716.04 3.61 4.756.5657 70 7371 90 8491juil.-00 3.27 80 89 935.86 4.22

Manulife AM CDN Long Duration FI Pooled Fund 0.11 5.66 5.886.34 3.80 4.847.1226 23 5030 39 6614oct.-07 3.34 61 36 246.31 4.91

MFS Canadian Long Term Fixed Income Fund -1.12 4.55 5.705.93 3.76 4.926.9380 85 7885 55 4326févr.-98 3.56 26 23 366.37 4.83

PH&N Enhanced Long Bond Pension Trust -0.72 4.82 5.766.04 3.91 4.9774 78 5969 22 28sept.-14 3.69 16

PH&N Long Bond Pension Trust -0.10 5.32 5.886.31 3.89 4.957.0240 38 4742 25 3521avr.-98 3.54 29 18 206.46 4.99

PH&N Long Core Plus Bond Fund -1.34 4.98 6.045.98 5.4883 70 2478 8juil.-15

SEI Long Duration Bond Fund 9.62 12.16 7.1810.15 4.11 4.597.441 1 62 10 939mai-03 2.18 100 100 1004.89 3.54

SLC Management Long Term Core Fixed Income Plus -2.49 3.40 6.0694 94 66avr.-15

SLC Management Long Term Private Fixed Income Plus -3.48 1.05 4.904.1397 98 9797avr.-16

TD Emerald 20+ Strip Bond Pooled Fund Trust Passive -1.82 7.15 9.108.08 4.88 7.029.6489 9 36 3 21sept.-07 4.32 4 4 710.58 5.90

TD Emerald Active CDN Long Bond Pooled Fd Trust -0.35 5.15 5.706.08 3.67 4.7755 55 7762 82 81mars-12 3.31 70 81 686.02 4.50

PAGE 45 DE 60


Obligations à long terme




TD Emerald Canadian Long Government Bond PFT 1.94 6.86 6.417.24 3.82 4.906 14 1414 35 52juil.-10 3.08 94 74 876.07 4.36

TD Emerald Cdn Long Bond Pooled Fund Trust Passive 0.31 5.67 6.016.45 3.73 4.866.7720 20 2723 67 5761sept.-97 3.25 84 70 766.13 4.47

TD Emerald CDN LT Bond Broad Market PFT Passive -0.09 5.27 5.836.24 3.67 4.786.7638 44 5351 82 7870mai-06 3.28 78 67 606.14 4.54

TD Emerald Provincial Long Bond PFT -0.33 5.13 6.096.34 3.71 4.9751 60 1836 72 26mars-11 3.35 58 12 336.55 4.85

TD Greystone Long Bond Fund -0.18 5.30 6.006.30 3.96 5.037.0443 40 2945 16 2018mai-07 3.63 19 34 306.31 4.86

WindWise CDN LT Bond Index Non-Lending Fund 0.07 5.42 5.906.34 3.73 4.856.7528 30 3934 65 6274oct.-06 3.31 68 63 636.15 4.53

WindWise CDN LT Gov Bd Index Non-Lending Fund 1.94 6.94 6.437.26 3.82 4.906.768 12 1212 33 5065juil.-02 3.06 96 77 906.06 4.34

36 36 3536 32 3324 32 28 31Nombre de fonds

-0.23 5.36 6.056.39 3.86 5.036.98 3.52 6.70 4.94Rendement moyen

2.11 8.19 7.798.69 4.54 6.108.19 4.28 9.64 6.625e percentile

0.13 5.63 6.026.39 3.90 4.976.95 3.57 6.35 4.891er quartile

-0.33 5.18 5.886.25 3.76 4.906.81 3.39 6.21 4.67Médiane

-0.81 4.89 5.716.00 3.70 4.806.75 3.28 6.07 4.473e quartile

-2.75 2.72 5.175.07 3.50 4.476.34 3.07 5.46 3.9995e percentile

PAGE 46 DE 60


Obligations à rendement réel




BlackRock Canada Real Return Bond Index Class A -0.01 2.47 3.183.05 1.32 2.234.2150 50 6766 67 6760juil.-98 1.03 83 50 503.57 1.12

Manulife Asset Management Real Return Bond Fund 0.02 0.86 2.642.25 1.00 1.844.0117 100 100100 100 100100déc.-03 1.04 50 67 673.57 1.10

PH&N Inflation-Linked Bond Fund -0.08 2.90 3.763.49 2.04 2.814.6067 1 11 1 11juin-09 1.83 1 1 14.52 1.72

SEI Real Return Bond Fund -0.42 2.35 3.052.92 1.30 2.174.06100 82 8383 82 8380mai-03 1.03 67 100 1003.49 0.88

TD Emerald CDN Real Rtrn Bond Pooled Fund Trust 0.02 2.74 3.293.20 1.39 2.324.2532 32 1833 34 3420janv.-01 1.05 34 34 343.59 1.15

TD Greystone Real Return Bond Fund -0.16 2.41 3.273.11 1.43 2.3583 67 5050 18 18janv.-11 1.19 17 18 183.66 1.21

WindWise CDN Real Rtrn Bd Indx Non-Lending Fund 0.03 2.78 3.283.21 1.37 2.314.211 17 3418 50 5040avr.-03 1.03 100 82 823.56 1.09


-0.09 2.36 3.213.03 1.41 2.294.22 1.17 3.71 1.18Rendement moyen

0.02 2.86 3.623.41 1.86 2.674.52 1.64 4.26 1.575e percentile

0.02 2.76 3.293.20 1.41 2.334.24 1.12 3.62 1.181er quartile

-0.01 2.47 3.273.11 1.37 2.314.21 1.04 3.57 1.12Médiane

-0.12 2.38 3.112.99 1.31 2.204.09 1.03 3.56 1.103e quartile

-0.34 1.31 2.762.45 1.09 1.934.02 1.03 3.51 0.9595e percentile

PAGE 47 DE 60


Obligations à court terme




Beutel Goodman Short-Term Bond Fund 0.82 2.55 1.983.03 1.83 1.952.5258 63 7768 66 7891juil.-06 1.65 80 72 701.72 2.25

CC&L Short Term Bond Fund 1.57 2.92 2.103.24 1.82 1.9810 42 5542 70 68juin-13 1.55 88 851.67

CI Signature Short-Term Bond Fund 0.46 2.38 2.123.04 1.94 2.062.6872 69 5058 46 5666mai-76 1.83 38 62 601.82 2.37

FGP Short Term Bond Fund 0.94 2.78 2.223.16 1.93 2.1553 53 3852 53 34juin-10 1.71 55 80 741.68 2.21

Fiera Capital Integrated Fixed Income Short Term Fund 1.29 2.98 2.183.26 1.94 2.152.5932 28 4437 42 3883sept.-00 1.68 63 64 641.78 2.33

Franklin Bissett Short Duration Bond Fund -1.32 1.08 1.962.40 2.07 2.692.9895 95 8390 24 1126déc.-03 2.32 6 7 12.59 2.95

Guardian Short Duration Bond Fund 0.48 2.29 2.033.03 1.97 2.0670 74 6763 36 60août-13 1.89 26 431.96

Highstreet Canadian Short Term Bond Fund 1.11 2.69 1.982.96 1.72 1.882.6142 58 7379 83 8975févr.-10 1.48 93 92 821.61 2.16

Industrial Alliance Short Term Bond Fund 1.15 2.91 2.293.34 2.11 2.272.9137 46 2322 12 2841déc.-97 1.91 20 35 452.05 2.48

Jarislowsky Fraser Short/Mid Bond Fund 1.52 3.61 2.703.99 2.8316 1 61 5déc.-15

Manitou Income Fund -0.37 2.97 2.593.19 2.11 2.463.7079 31 1248 16 221avr.-09 1.89 23 1 162.81 2.85

MFS Canadian Short Term Fixed Income Fund 0.79 2.26 1.922.91 1.79 1.982.7262 78 8884 76 7258mars-05 1.67 70 56 541.88 2.45

Optimum Short & Medium Term Bond 1.45 3.25 2.563.47 2.40 2.553.0826 11 1616 6 1717janv.-01 2.19 12 14 92.48 2.89

PH&N Short Term Bond & Mortgage Fund 1.61 3.23 2.233.33 2.04 2.132.776 16 3426 29 4450déc.-93 1.74 50 50 371.91 2.52

QV Investors Canadian Income Fund -1.39 1.35 1.502.23 1.66 1.933.18100 90 95100 94 839sept.-02 1.74 44 29 272.06 2.68

Scheer Rowlett Short Term Bond Fund 2.07 3.21 2.082.99 1.61 1.842.311 20 6174 100 94100juin-87 1.21 100 100 1001.19 1.62

SEI Short Term Bond Fund -1.19 1.00 1.432.25 1.71 1.792.9685 100 10096 88 10033mars-13 1.89 30 22 182.08 2.84

SLC Management Short Term Private Fixed Income Plus -1.25 1.97 3.5289 84 11juil.-17

TD Greystone Short Bond Fund 1.47 2.94 2.253.32 1.92 2.1021 37 2831 58 50avr.-15 1.67 74

TD Greystone Short Bond Plus Fund 1.06 3.29 3.073.82 2.71 2.9147 6 15 1 1avr.-15 2.56 1

20 20 1920 18 1913 17 15 12Nombre de fonds

0.61 2.58 2.173.12 1.96 2.202.85 1.81 1.97 2.44Rendement moyen

1.66 3.33 2.753.82 2.45 2.833.39 2.37 2.66 2.925e percentile

1.45 3.04 2.273.33 2.06 2.372.98 1.89 2.07 2.721er quartile

1.00 2.84 2.123.18 1.93 2.102.77 1.74 1.91 2.47Médiane

0.25 2.28 1.982.98 1.80 1.972.61 1.67 1.70 2.203e quartile

-1.32 1.09 1.502.25 1.66 1.842.43 1.42 1.49 1.8995e percentile

PAGE 48 DE 60


Marché monétaire




Addenda Money Market Liquidity Pooled Fund 0.57 2.09 1.732.02 1.41 1.521.298 1 98 9 917oct.-01 1.24 12 16 151.05 1.07

Beutel Goodman Money Market Fund 0.51 1.90 1.621.88 1.31 1.421.2213 32 2929 37 3733janv.-91 1.17 34 29 321.01 1.03

BlackRock CDN Short Term Index Class A 0.40 1.63 1.251.52 0.94 1.050.9284 84 9291 91 9188sept.-97 0.76 92 89 890.64 0.69

BMO AM Money Market Fund 0.45 1.88 1.611.85 1.34 1.431.2140 37 3733 29 3340oct.-89 1.20 23 23 391.02 1.01

CC&L Group Money Market Fund 0.47 1.87 1.581.83 1.29 1.401.2125 42 4238 41 4138janv.-92 1.15 38 36 351.00 1.03

CC&L Private Client Money Market Portfolio 0.37 1.47 1.031.34 0.75 0.860.7995 96 100100 100 100100janv.-94 0.57 100 100 1000.44 0.54

CI Signature Money Market Fund 0.45 1.99 1.691.95 1.35 1.481.3734 16 1817 25 214sept.-90 1.19 27 25 191.01 1.06

CIBC Canadian Money Market Pool 0.64 2.01 1.722.01 1.38 1.521.271 13 1212 18 1221janv.-89 1.22 19 23 291.02 1.03

FGP Money Market Fund 0.19 1.54 1.451.66 1.15 1.261.08100 92 6879 64 6766avr.-93 1.05 43 50 610.87 0.89

Fiera Capital Cash In Action Fund 0.43 1.73 1.471.72 1.16 1.271.0655 74 6263 58 5972déc.-89 1.01 57 63 710.84 0.86

Fiera Short Term Plus Fund 0.42 1.90 1.621.83 1.40 1.471.3366 30 3341 12 249oct.-96 1.28 7 3 31.16 1.19

Franklin Bissett Money Market Fund 0.50 2.08 1.792.04 1.48 1.601.4416 4 14 1 11août-91 1.34 1 1 11.17 1.20

GWL Canadian Money Market Fund 1 0.41 1.77 1.431.71 1.14 1.231.1674 62 7874 75 7850janv.-80 0.98 68 50 500.87 0.95

Highstreet Money Market Fund 0.38 1.66 1.331.58 1.03 1.141.0692 80 8487 84 8474juil.-02 0.87 82 81 680.77 0.86

HSBC Canadian Money Market Pooled Fund 0.42 1.77 1.471.73 1.15 1.271.0363 66 5959 66 6283mars-88 0.99 62 71 820.82 0.82

Jarislowsky Fraser Money Market Fund 0.45 1.93 1.631.90 1.32 1.441.2340 22 2625 33 3030janv.-08 1.17 31 34 261.00 1.03

Leith Wheeler Money Market Fund 0.44 1.79 1.491.75 1.15 1.281.0650 54 5454 70 5578mai-94 0.99 66 77 810.81 0.83

London Life Money Market Fund (LC) 0.41 1.77 1.451.71 1.17 1.251.1474 62 7167 54 7154déc.-88 1.01 54 44 480.89 0.95

Louisbourg Money Market Fund 0.40 1.62 1.311.60 0.96 1.100.8586 87 8784 88 8794mars-10 0.80 89 96 970.60 0.59

PAGE 49 DE 60


Marché monétaire




MFS Canadian Money Market Fund 0.43 1.75 1.441.71 1.13 1.251.1058 71 7471 78 7462janv.-95 0.98 74 74 750.81 0.85

PH&N Canadian Money Market Fund 0.47 1.92 1.691.92 1.37 1.491.2528 24 2021 20 1725juil.-86 1.24 15 18 211.05 1.04

Scheer Rowlett Money Market Fund 0.41 1.43 1.161.39 0.85 0.940.8579 100 9696 96 9692févr.-92 0.70 96 94 920.60 0.66

SEI Money Market Fund 0.45 1.81 1.501.76 1.19 1.311.1746 50 5050 50 5046août-97 1.03 50 56 570.86 0.93

TD Emerald Canadian Short Term Investment Fund 0.60 2.07 1.782.08 1.44 1.581.324 8 41 4 412juil.-91 1.29 4 11 111.08 1.09

TD Greystone Money Market Fund 0.47 1.86 1.541.81 1.20 1.321.1021 46 4645 46 4660janv.-98 1.04 46 58 650.86 0.87

25 25 2525 25 2525 27 28 29Nombre de fonds

0.45 1.81 1.511.77 1.20 1.321.14 1.04 0.88 0.93Rendement moyen

0.60 2.07 1.772.03 1.44 1.571.36 1.28 1.14 1.165e percentile

0.47 1.92 1.641.90 1.35 1.471.25 1.19 1.01 1.031er quartile

0.44 1.81 1.501.76 1.19 1.311.16 1.03 0.87 0.95Médiane

0.41 1.73 1.441.70 1.14 1.251.06 0.98 0.81 0.853e quartile

0.37 1.48 1.181.41 0.87 0.960.85 0.72 0.60 0.6295e percentile

PAGE 50 DE 60


Immobilier




Crestpoint Real Estate Fund -2.24 10.76 13.2211.52 13.36 13.7583 17 116 1 1mars-11 14.02 1 1 112.87 12.07

GWL Canadian Real Estate Fund 1 1.93 9.28 7.838.43 6.74 7.249.2417 34 5034 50 5066juin-80 6.12 80 76 505.95 6.73

Manulife AM Canadian Property Portfolio 2.44 12.49 11.1412.47 9.68 10.231 1 171 17 17févr.-11 8.99 20 50 756.73 6.49

Manulife Canadian Pooled Real Estate Fund 1.48 8.05 7.468.37 6.71 6.807.8066 68 8250 66 82100déc.-82 6.38 60 100 1005.86 6.19

Signature Global REIT Fund -14.75 -5.95 4.343.49 3.91 4.709.57100 100 100100 100 1001sept.-08 6.53 59 22 238.65 7.94

TD Greystone Real Estate Fund 1.55 9.03 9.548.34 8.54 9.189.4850 50 3366 33 3333janv.-04 8.42 40 26 267.94 7.53

TD Greystone Real Estate LP Fund 1.76 7.93 7.756.74 6.16 7.0733 82 6683 83 66avr.-15 5.72 100


-1.12 7.37 8.758.48 7.87 8.429.02 8.27 7.91 7.80Rendement moyen

2.29 11.97 12.5912.18 12.25 12.699.56 12.72 12.05 11.155e percentile

1.84 10.02 10.349.98 9.11 9.709.50 8.85 8.02 7.611er quartile

1.55 9.03 7.838.37 6.74 7.249.36 7.40 6.73 6.73Médiane

-0.38 7.99 7.607.54 6.43 6.938.88 6.19 5.96 6.493e quartile

-11.00 -1.79 5.284.47 4.58 5.338.02 5.82 5.88 6.2595e percentile

PAGE 51 DE 60


Hypothèques




ACM Commercial Mortgage Fund -1.63 1.28 3.353.45 3.51 3.405.71100 100 4573 27 2820mai-07 4.08 10 19 104.73 5.36

ACM Mortgage Fund One -0.15 1.93 3.253.60 2.89 2.924.9074 82 5464 54 5540sept.-92 3.13 45 36 404.13 4.27

ACM Mortgage Fund Two 1.07 3.72 5.736.29 4.73 5.217.6019 36 11 1 11mars-03 4.98 1 1 16.51 5.48

Addenda Commercial Mortgages Pooled Fund 0.39 3.23 3.393.82 3.20 3.344.3146 54 3754 36 3660déc.-06 3.20 37 54 503.55 3.90

GWL Canadian Mortgage Fund 1 2.45 4.49 3.504.73 2.98 3.164.361 1 2819 46 4550juil.-66 2.61 64 72 703.14 3.51

HSBC Mortgage Pooled Fund 0.87 3.12 2.282.90 2.44 2.472.7127 63 100100 91 100100nov.-04 2.27 91 100 902.24 2.71

London Life Mortgage Fund (LC) 2.02 3.99 2.843.93 2.43 2.563.429 26 8045 100 8290janv.-80 2.04 100 91 1002.40 2.71

Manulife Canadian Mortgage Fund 0.09 3.24 2.984.03 2.62 2.873.7464 46 6437 72 6480mai-05 2.46 82 82 802.66 3.22

PH&N Long Mortgage Pension Trust 0.59 4.02 4.725.27 3.73 4.066.6936 10 109 18 1810juil.-05 3.66 27 9 205.54 4.90

PH&N Mortgage Pension Trust -0.16 2.17 2.843.25 2.65 2.803.9480 73 7482 64 7270nov.-01 2.78 55 64 603.24 3.62

SLC Management Canadian Commercial Mortgage Fund -0.79 1.86 2.713.23 2.46 2.5191 90 9090 82 91févr.-14 2.61 72 463.69

TD Greystone Mortgage Fund 0.39 4.01 4.424.69 4.03 4.265.0254 18 1826 9 1030oct.-07 4.04 18 27 304.59 4.57

12 12 1212 12 1211 12 12 11Nombre de fonds

0.43 3.09 3.504.10 3.14 3.304.76 3.15 3.87 4.02Rendement moyen

2.21 4.23 5.175.73 4.34 4.697.14 4.48 5.97 5.425e percentile

0.92 4.00 3.734.70 3.57 3.565.36 3.75 4.62 4.741er quartile

0.39 3.23 3.303.87 2.94 3.044.36 2.95 3.62 3.90Médiane

-0.15 2.11 2.843.40 2.58 2.743.84 2.57 3.02 3.363e quartile

-1.17 1.60 2.513.08 2.43 2.503.07 2.17 2.33 2.7195e percentile

PAGE 52 DE 60


Échéance cible 2020




BlackRock CDN LifePath 2020 Index Fund -5.91 -1.09 3.192.49 3.06 4.626.6636 35 2829 78 2813mars-07 4.13 76 38 626.31 7.79

Cadence 2020 -4.32 0.45 3.203.04 3.51 4.246.2614 14 2215 22 4438oct.-06 4.29 64 88 695.44 7.45

CI LifeCycle 2020 Portfolio -11.52 -5.87 0.90-0.94 2.11 3.33100 100 100100 93 92juil.-12 4.21 70 26 16.67 9.47

Continuum 2020 -5.74 -1.05 2.721.88 3.45 4.416.1630 30 6478 29 3650juin-08 4.60 46 68 505.90 7.96

Fidelity ClearPath Institutional 2020 -8.93 -3.24 2.520.77 3.41 4.636.3693 93 7292 36 2225avr.-08 5.15 12 6 197.10 8.72

Franklin LifeSmart 2020 Portfolio -5.98 -1.51 2.421.25 2.68 4.205.9950 65 8486 86 5063nov.-07 3.75 88 63 365.92 8.47

Industrial Alliance Attitude Balanced 2016-2020 -6.17 -1.18 2.442.06 3.20 4.035.7557 42 7971 65 7186déc.-06 4.32 58 92 865.44 7.33

PH&N LifeTime 2020 Fund -4.45 -0.14 3.973.65 3.88 4.7320 21 77 14 14févr.-11 4.91 18 1 447.19 8.24

Sun Life Financial Granite 2020 Aggressive Seg Fund -6.87 -1.55 3.242.29 3.90 4.7585 78 1536 8 8mars-12 5.31 6 13 126.87 9.05

Sun Life Financial Granite 2020 Conservative Seg Fund -6.66 -1.54 2.782.09 3.12 3.8370 72 5065 71 84mars-12 4.32 54 81 935.49 6.39

Sun Life Financial Granite 2020 Moderate Seg Fund -6.66 -1.43 2.962.19 3.41 4.1770 50 3650 50 58mars-12 4.66 40 56 806.00 7.37

Sun Life Financial Granite 2020 Seg Fund -6.67 -1.43 2.962.19 3.41 4.175.8478 56 4256 44 6475déc.-09 4.66 36 50 766.00 7.37

Sun Life Milestone 2020 Fund 0.62 2.00 1.492.19 1.25 1.304.051 1 9344 100 100100juin-05 1.06 100 100 1002.57 3.16

TD Emerald 2020 Retirement Target Date PFT -5.92 -1.68 2.722.86 3.36 3.847.5542 85 5821 57 801mars-10 4.66 30 18 316.81 8.48

TD Greystone 2020 Target Date Fund -4.19 1.16 4.953.96 4.51 5.818 7 11 1 1janv.-15 5.37 1

15 15 1515 15 159 18 17 17Nombre de fonds

-5.96 -1.21 2.832.13 3.22 4.146.07 4.32 6.01 7.81Rendement moyen

-2.75 1.41 4.263.74 4.08 5.077.19 5.32 7.12 9.215e percentile

-5.10 -0.60 3.202.67 3.48 4.636.37 4.83 6.69 8.501er quartile

-5.98 -1.43 2.782.19 3.41 4.206.16 4.46 6.00 7.96Médiane

-6.66 -1.54 2.481.97 3.09 3.935.85 4.15 5.58 7.383e quartile

-9.71 -4.03 1.310.26 1.85 2.724.73 3.16 4.86 5.7595e percentile

PAGE 53 DE 60






BlackRock CDN LifePath 2025 Index Fund -8.06 -2.65 3.022.02 3.24 4.847.1150 58 3432 74 171oct.-07 4.77 69 44 347.05 8.99

Cadence 2025 -6.21 -0.99 2.742.03 3.53 4.346.6017 17 5826 42 6760oct.-06 4.69 77 78 676.11 8.56

CI LifeCycle 2025 Portfolio -14.33 -8.04 0.32-2.22 1.89 3.31100 100 100100 100 92juil.-12 4.54 86 34 17.15 10.17

Continuum 2025 -7.76 -2.64 2.381.12 3.48 4.536.4834 50 7583 50 5880juin-08 5.08 54 67 456.43 8.90

Fidelity ClearPath Institutional 2025 -10.52 -4.30 2.330.29 3.37 4.676.8190 91 8391 58 3320avr.-08 5.38 23 22 227.57 9.94

Industrial Alliance Attitude Balanced 2021-2025 -8.06 -2.67 2.161.38 3.27 4.1442 66 9174 67 75sept.-11 4.81 62 88 885.91 8.18


Sun Life Financial Granite 2025 Aggressive Segregated -10.39 -3.97 3.091.39 4.16 5.2084 84 2667 8 9juil.-14 6.30 7

Sun Life Financial Granite 2025 Conservative Segregated -8.17 -2.98 2.411.43 2.98 3.6566 74 6859 83 83juil.-14 4.53 92

Sun Life Financial Granite 2025 Moderate Segregated -8.17 -2.46 2.991.86 3.69 4.5466 34 4242 26 42juil.-14 5.28 38

Sun Life Financial Granite 2025 Seg Fund -8.17 -2.46 2.991.86 3.69 4.546.6874 40 5050 32 5040févr.-10 5.28 32 55 556.80 8.85



13 13 1313 13 136 14 10 10Nombre de fonds

-7.58 -2.22 2.861.77 3.42 4.436.65 4.99 6.81 8.74Rendement moyen

-1.43 2.72 4.394.49 4.35 5.507.03 6.32 8.24 10.175e percentile

-7.14 -1.94 3.122.06 3.69 4.766.78 5.36 7.47 9.701er quartile

-8.06 -2.64 2.991.86 3.48 4.546.64 5.16 6.93 8.88Médiane

-8.31 -3.02 2.381.36 3.23 4.136.51 4.71 6.19 8.473e quartile

-12.04 -5.80 1.43-0.71 2.39 3.236.30 3.70 5.20 6.5495e percentile

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Cadence 2030 -8.14 -2.55 2.230.93 3.42 4.306.8420 21 5050 58 7862oct.-06 4.97 66 75 696.68 9.40

CI LifeCycle 2030 Portfolio -16.43 -9.65 -0.23-3.24 1.65 3.16100 100 100100 100 100juil.-12 4.69 82 44 137.69 11.08

Continuum 2030 -9.64 -4.15 2.040.40 3.49 4.606.7336 56 7878 50 5774juin-08 5.50 46 68 626.89 9.70

Fidelity ClearPath Institutional 2030 -11.86 -5.26 2.11-0.21 3.28 4.716.9286 86 7186 78 5050avr.-08 5.53 40 38 437.87 10.43

Franklin LifeSmart 2030 Portfolio -10.59 -4.70 1.89-0.36 2.61 4.466.3678 78 9292 92 6488nov.-07 4.53 87 62 507.02 9.91










15 15 1515 15 159 18 17 17Nombre de fonds

-9.27 -3.42 2.781.30 3.55 4.707.13 5.43 7.60 9.91Rendement moyen

-2.71 2.43 5.384.78 4.54 5.698.28 7.22 9.55 11.815e percentile

-8.84 -3.13 3.091.69 4.09 5.147.51 5.84 8.10 10.731er quartile

-9.97 -4.06 2.230.93 3.49 4.716.92 5.40 7.46 9.87Médiane

-10.32 -4.69 2.070.56 3.31 4.326.72 4.80 6.68 9.153e quartile

-13.84 -6.79 1.26-1.22 2.32 3.496.25 4.08 6.45 7.7195e percentile

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BlackRock CDN LifePath 2035 Index Fund -11.80 -5.42 2.601.09 3.46 5.167.4250 66 5026 67 5040oct.-07 5.81 61 45 457.93 10.66

Cadence 2035 -9.91 -4.12 1.76-0.09 3.29 4.246.9825 25 8476 84 8380oct.-06 5.23 85 89 676.98 9.97


Continuum 2035 -11.03 -5.23 1.81-0.11 3.54 4.736.9640 42 7682 50 67100juin-08 5.86 54 78 557.27 10.39


Industrial Alliance Attitude Balanced 2031-2035 -11.02 -4.94 1.730.36 3.43 4.3534 34 9058 74 76sept.-11 5.64 76 100 786.75 9.54


Sun Life Financial Granite 2035 Aggressive Segregated -14.06 -6.43 3.030.59 4.60 5.7291 90 4050 16 18juil.-14 7.56 8

Sun Life Financial Granite 2035 Conservative Segregated -12.30 -6.33 1.990.04 3.21 3.9366 76 6667 90 91juil.-14 5.74 69

Sun Life Financial Granite 2035 Moderate Segregated -12.30 -5.30 3.060.91 4.13 5.4466 50 3234 41 40juil.-14 6.63 23


Sun Life Milestone 2035 Fund -0.41 5.65 6.796.45 4.65 6.378.311 1 11 9 81juin-05 4.40 100 56 1007.84 7.49


13 13 1313 13 136 14 10 10Nombre de fonds

-10.89 -4.39 2.840.86 3.78 5.047.51 6.16 8.25 10.53Rendement moyen

-3.87 2.27 5.834.73 4.84 6.408.24 8.05 10.34 12.305e percentile

-9.90 -4.05 3.151.15 4.40 5.647.88 6.59 8.79 11.621er quartile

-11.80 -5.30 2.600.59 3.54 5.167.37 5.92 7.88 10.52Médiane

-12.37 -6.28 1.82-0.08 3.43 4.377.07 5.66 7.41 9.653e quartile

-15.68 -8.32 0.77-2.11 2.50 3.566.97 4.69 6.85 8.3895e percentile

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Cadence 2040 -11.54 -5.60 1.28-1.04 3.15 4.216.9922 28 9280 85 9275oct.-06 5.46 71 88 707.21 10.42


Continuum 2040 -12.48 -6.42 1.53-0.70 3.55 4.777.1542 57 7972 70 5662juin-08 6.20 54 75 627.63 11.01


Franklin LifeSmart 2040 Portfolio -12.43 -6.03 1.63-1.06 2.57 4.516.5236 36 7184 92 7188nov.-07 4.84 88 80 697.45 10.44




Sun Life Financial Granite 2040 Conservative Seg Fund -13.72 -7.11 2.22-0.11 3.70 4.5274 78 5064 50 66mars-12 6.59 35 50 508.53 11.39



Sun Life Milestone 2040 Fund -2.28 4.69 7.216.06 4.80 6.878.641 1 11 8 713juin-05 4.83 89 44 1008.56 7.86


TD Greystone 2040 Target Date Fund -8.17 -0.91 5.603.42 5.68 7.288 8 77 1 1janv.-15 7.39 23

15 15 1515 15 159 18 17 17Nombre de fonds

-12.40 -5.61 2.590.33 3.80 5.107.62 6.32 8.65 11.36Rendement moyen

-6.40 0.77 6.084.21 5.06 6.999.24 8.11 10.63 13.315e percentile

-11.55 -5.46 3.040.72 4.59 5.688.34 7.24 9.47 12.361er quartile

-12.99 -6.23 2.220.44 3.70 4.817.30 6.26 8.53 11.39Médiane

-13.72 -7.00 1.58-0.87 3.36 4.506.97 5.12 7.64 10.383e quartile

-16.78 -9.34 0.53-2.63 2.16 3.796.47 4.74 7.09 9.3095e percentile

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BlackRock CDN LifePath 2045 Index Fund -15.00 -7.84 2.220.26 3.77 5.397.7878 85 6154 62 5440juil.-08 6.89 54 34 238.99 12.31

Cadence 2045 -12.89 -6.78 0.86-1.80 3.02 4.156.9531 54 9292 92 92100oct.-06 5.62 84 89 787.43 10.83


Continuum 2045 -13.78 -7.52 1.26-1.24 3.53 4.807.2839 77 8477 76 7680juin-08 6.49 62 77 667.95 11.55


Industrial Alliance Attitude Balanced 2041-2045 -12.19 -5.84 1.55-0.06 3.56 4.4723 31 7068 70 85sept.-11 6.05 76 100 887.24 10.35

MFS LifePlan Retirement 2045 Fund -14.39 -4.63 4.722.84 5.60 7.538.2968 23 1615 7 720janv.-09 8.32 1 1 110.64 13.57


Sun Life Financial Granite 2045 Aggressive Seg Fund -15.08 -7.13 3.000.34 4.74 5.8284 62 4646 31 32juil.-14 7.93 8

Sun Life Financial Granite 2045 Conservative Seg Fund -14.36 -7.17 2.590.09 4.13 5.0854 68 5462 54 62juil.-14 7.16 40

Sun Life Financial Granite 2045 Moderate Seg Fund -14.36 -6.62 3.080.57 4.70 5.7754 40 3238 46 46juil.-14 7.73 22

Sun Life Financial Granite 2045 Seg Fund -14.36 -6.62 3.080.57 4.70 5.778.5260 46 3832 40 401févr.-10 7.73 16 22 1010.01 13.37

Sun Life Milestone 2045 Fund -2.87 5.00 7.676.53 4.84 7.011 1 11 16 15juil.-10 4.80 100 54 1008.77 8.05


14 14 1414 14 146 14 10 10Nombre de fonds

-13.13 -5.74 2.880.45 4.13 5.537.70 6.77 8.78 11.60Rendement moyen

-6.66 1.09 6.434.48 5.71 7.548.46 8.07 10.37 13.485e percentile

-12.36 -4.93 3.931.11 4.79 6.148.16 7.73 9.76 12.261er quartile

-14.36 -6.70 2.790.30 4.41 5.587.58 7.02 8.77 11.93Médiane

-14.85 -7.43 1.52-0.94 3.54 4.807.30 6.08 7.96 11.013e quartile

-16.96 -9.45 0.14-2.84 2.42 3.737.03 4.90 7.32 9.0995e percentile

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BlackRock CDN LifePath 2050 Index Fund -15.64 -8.30 2.170.12 3.84 5.4588 80 5360 50 44août-12 7.12 44 50 389.24 12.78

Cadence 2050 -14.02 -7.79 0.55-2.44 2.93 4.116.9234 67 9393 85 8675oct.-06 5.80 75 75 727.64 11.11

CI LifeCycle 2050 Portfolio -19.48 -12.06 -1.16-4.72 1.32 2.97100 100 100100 100 100janv.-15 4.97 87

Continuum 2050 -15.04 -8.62 0.96-1.79 3.46 4.757.3774 87 8786 71 6450juin-08 6.71 56 63 568.19 11.98

Fidelity ClearPath Institutional 2050 Portfolio -15.65 -7.98 1.52-1.68 3.13 4.8292 73 6680 79 58juil.-11 6.12 68 58 548.74 12.15

Franklin Lifesmart 2050 Portfolio -12.96 -6.34 1.54-1.26 2.52 4.5220 33 6074 92 72nov.-11 4.87 92 82 907.40 10.30

Industrial Alliance Attitude Balanced 2046-2050 -12.57 -6.18 1.48-0.24 3.56 4.496.5814 20 7366 64 78100déc.-06 6.14 64 90 827.34 10.67

MFS LifePlan Retirement 2050 Fund -14.36 -4.60 4.742.86 5.61 7.548.4146 14 1312 7 625janv.-09 8.33 1 1 110.65 13.90

PH&N LifeTime 2050 Fund -13.06 -6.26 3.630.27 4.80 6.1826 27 2047 15 15sept.-14 7.76 30

Sun Life Milestone 2050 Fund -2.51 5.54 7.496.941 1 11juin-16




Sun Life Financial Granite 2050 Seg Fund -14.58 -6.75 3.040.52 4.70 5.7854 40 2826 30 30janv.-12 7.77 20 18 2010.03 13.37



16 16 1616 15 155 17 13 12Nombre de fonds

-13.61 -6.28 2.620.20 3.95 5.287.77 6.66 8.87 12.08Rendement moyen

-7.62 0.20 6.194.05 5.71 7.569.32 8.01 10.46 13.885e percentile

-13.04 -6.24 3.190.52 4.72 5.828.41 7.77 10.01 13.371er quartile

-14.47 -6.87 2.490.27 3.84 5.397.37 6.93 9.24 12.26Médiane

-15.05 -8.06 1.44-1.36 3.29 4.516.93 5.77 7.63 11.003e quartile

-16.61 -9.58 0.12-3.01 2.16 3.706.65 4.77 7.19 10.0095e percentile

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BlackRock CDN LifePath 2055 Index Fund -15.69 -8.32 2.180.12 5.4775 62 3837 28juil.-15

Cadence 2055 -15.00 -8.68 0.17-3.01 2.79 3.9850 75 8787 100 85nov.-12 5.87 100 67 677.75 11.41

CI LifeCycle 2055 Portfolio -19.45 -12.18 -1.25-4.88 2.86100 100 100100 100oct.-15

Continuum 2055 -15.74 -9.15 0.85-2.05 3.49 4.8286 87 7575 50 56nov.-12 6.92 25 33 18.40 12.37

Fidelity ClearPath Institutional 2055 Portfolio -15.65 -7.99 1.52-1.69 3.13 4.8364 50 5063 75 44nov.-12 6.11 74 1 338.72 12.16

Industrial Alliance Attitude Balanced 2051-2055 -12.86 -6.44 1.40-0.38 3.49 4.4425 26 6250 26 71sept.-11 6.14 50 100 1007.34 10.82

Sun Life Milestone 2055 Fund -0.75 7.71 8.338.171 1 11juin-16

Sun Life Financial Granite 2055 Segregated Fund -14.54 -6.72 3.020.50 5.7438 37 2626 15août-15



-13.22 -5.95 2.44-0.02 3.77 4.97 6.60 8.05 11.69Rendement moyen

-4.18 3.92 7.286.10 5.47 6.97 7.77 8.68 12.335e percentile

-12.79 -6.27 3.090.58 3.54 5.53 6.92 8.48 12.211er quartile

-15.00 -7.99 1.52-0.38 3.49 4.82 6.14 8.08 11.78Médiane

-15.69 -8.68 0.84-2.07 3.13 4.33 6.11 7.65 11.263e quartile

-17.96 -10.97 -0.68-4.13 2.86 3.25 5.92 7.40 10.9195e percentile

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Cette étude de fonds communs a été produite par le groupe Risques et analyse des placements de RBC Services aux investisseurs et de trésorerie (RBC SIT). Pour en savoir plus sur nos services, veuillez communiquer avec un représentant de RBC SIT ou visiter notre site Web à l’adresse www.rbcits.com.

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© Copyright Banque Royale du Canada 2020. RBC Services aux investisseurs et de trésorerieMC est une marque nominative mondiale et fait partie de Banque Royale du Canada. RBC Services aux investisseurs et de trésorerie exerce ses activitésprincipalement par l’intermédiaire des sociétés suivantes : Banque Royale du Canada, Fiducie RBC Services aux investisseurs et RBC Investor Services Bank S.A., et de leurs succursales et sociétés affiliées. ® / MC Marque(s) de commerce de BanqueRoyale du Canada, utilisée(s) sous licence. Le présent document est fourni à titre d’information générale et ne présente pas nécessairement une situation particulière. Il ne constitue pas un conseil financier, fiscal, juridique ou comptable, et ne doit pasêtre considéré comme tel. Les liens vers des sites Web externes ne sont fournis qu’à titre de référence. RBC SIT ne vérifie, ne recommande, n’approuve ni ne contrôle le contenu de ces sites, et décline toute responsabilité à cet égard. L’utilisation desliens menant vers des sites Web externes est à vos risques. Ce document qui vise à offrir de l’information générale sur les sociétés ou le marché, ne constitue pas une base suffisante pour prendre une décision de placement et ne doit pas être considérécomme étant un rapport de recherche. Elle ne constitue pas une offre ni une sollicitation relative à l’achat ou à la vente d’un instrument financier, produit ou service de placement quelconque. Les renseignements contenus dans le présent documentsont tirés de sources internes et externes. Les opinions et les estimations contenues dans ce document sont exclusivement celles de RBC SIT (présentées de bonne foi, sans aucune responsabilité légale), en date de cette communication, et peuvent êtremodifiées sans préavis. Les rendements antérieurs ne sont pas garants des résultats futurs. À moins d’indication contraire expresse, tous les renseignements sur les prix et revenus sont donnés à titre indicatif seulement. Toutes les prévisionscontenues dans les présentes relatives aux mouvements des taux et des prix, aux événements futurs ou aux situations ne représentent qu’une opinion et n’indiquent aucunement, selon le cas, l’évolution future réelle des taux ou des prix, ou les réelsévénements ou situations pouvant survenir. RBC SIT n’endosse ni ne recommande aucun des fonds communs ni de sociétés de gestion de placements mentionnés dans l’étude, et l’étude ne vise pas la sollicitation de vente de fonds communs. Lesrenseignements et données utilisés dans l’étude ont été directement obtenus des sociétés de gestion de placements respectives des fonds communs, et RBC SIT ne fais aucune déclaration et ne se porte nullement garante de l’exactitude des données oudes renseignements contenus dans l’étude.

Étude de fonds communs 2020...Burgundy Balanced Foundation Fund II mars-12 -11.75 64-5.96 64 0.90...

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Transcript of Étude de fonds communs 2020...Burgundy Balanced Foundation Fund II mars-12 -11.75 64-5.96 64 0.90...