Performance
PERFORMANCE SUMMARY
Composite Performance Summary
| Composites | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since Inception | Inception Date |
| Core Balanced – Gross of Fees | 13.0 | 9.5 | 9.1 | 7.0 | 6.6 | 7.7 | Jun-94 |
| – Net of Fees | 12.1 | 8.6 | 8.2 | 6.1 | 5.7 | 6.7 | Jun-94 |
| Income Balanced – Gross of Fees | 11.2 | 8.5 | 7.4 | 5.9 | 5.5 | 6.4 | Sep-95 |
| – Net of Fees | 10 | 7.4 | 6.3 | 4.8 | 4.4 | 5.4 | Sep-95 |
Composite returns are shown in Canadian Dollars. Returns are as of September 30, 2025 and are annualized for periods greater than 1 year.
Pooled Fund Performance Summary
| Pooled Funds | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr |
| Canadian Value Pooled Fund – Net of Fees | 14.5 | 12.1 | 12.9 | 8.8 | 7.3 |
| Select Shares US Pooled Fund – Net of Fees | 12.0 | 8.0 | 10.9 | 8.9 | 10.2 |
Pooled Fund returns are shown in Canadian Dollars. Returns are as of September 30, 2025 and are annualized for periods greater than 1 year.
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*Past performance does not guarantee future results.