Par catégorie Annualisé 5 ans

FONDS DIVERSIFIÉS

Indice de référence 4,89%

CI Signature Canadian Balanced 9,60%

CI Signature Income & Growth Fund 8,21%

Acuity Pooled Conservative AA 7,91%

Invesco (Croissance) 7,29%

Industrielle Alliance (Opportunité) 6,97%

Desjardins Sécurité (Doversifié) 6,77%

Acuity Pooled Canadian Balanced 6,70%

CI Signature High Income 6,64%

Industrielle Alliance 6,48%

Industrielle Alliance Sécurité 6,24%

ACTIONS CANADIENNES

Indice S&P / TSX 7,66%

Montrusco (quantitatif d'actions can.) 12,75%

Pyramis Canadian Systematic (Fidelity) 11,09%

Jones Heward Investment Councel 10,29%

CI Signature (Total Equity Fund) 10,25%

Pyramis Equity Trust (Fidelity) 9,76%

Natcan Stratégie de croissance 9,66%

GE Canadian Equity 9,64%

Connor, Clark and Lunn 9,60%

PCJ Investment Councel 9,55%

UBS Canada 9,32%

OBLIGATIONS CANADIENNES

Indice DEX Univers 5,20%

PH&N High Field 7,97%

Beutel Goodman (Long terme) 6,44%

Natcan (Corporatives) 6,39%

Beutel Goodman 6,34%

ISL (Long terme) 6,21%

Beutel Goodman (provincial, corporative) 6,15%

Optimum (obligations canadiennes) 6,07%

CI Signature Canadian Corporate Bond 6,06%

McLean Budden (Long terme) 5,98%

SSgA (Long Canadian Government) 5,82%

ACTIONS AMÉRICAINES

Indice S&P 500 -2,25%

Hillsdale US Equity 4,48%

Hexavest 1,74%

Beutel Goodman 1,37%

Montrusco Bolton 1,29%

Invesco (Structured Core) 0,23%

ACTIONS INTERNATIONALES

Indice EAEO 0,81%

Invesco (Croissance) 4,52%

Pyramis Small Cap (Fidelity) 4,15%

CIBC EAEO 4,02%

GE Asset Management 3,50%

Hexavest (Europac) 3,20%

ACTIONS GLOBALES

Indice MSCI Monde -0,68%

Natcan Global Small Cap 5,03%

Templeton Global Smaller Companies 3,68%

Hexavest 3,51%

Gryphon (Global Fund) 2,02%

Burgundy 1,74%

ACTIONS CANADIENNES SPÉCIALISÉES

Indice BMO Petite capitalisation 4,46%

Jones Heward Investment Councel 12,62%

Beutel Goodman 10,49%

Montrusco Bolton 9,66%

Sceptre 9,27%

Acuity Pooled Canadian Small Cap 8,57%