Rates & Performance

Universal Life Investments

Linked Interest Option Performance

Please click on the Universal Life Product of your choice:

Fund Info

* This information is applicable to D2000+ and Equation Universal Life policies.

Net Returns as of Friday, February 26, 2010 Prices Effective
Thursday, March 11, 2010
Fund Name 6 Months 1 Year 3 Years 5 Years 10 Years Unit Value Current Unit Value Previous
Asset Allocation 2.56 % 21.44 % -2.36 % 1.83 % 1.42 % $19.505 $19.429
Canadian Bond 1.42 % 5.88 % 2.78 % 2.92 % 4.10 % $18.866 $18.827
Canadian Stock 4.28 % 36.53 % -5.18 % 1.91 % 3.65 % $24.522 $24.439
Money Market 0.00 % 0.01 % 1.35 % 1.48 % 1.57 % $13.931 $13.931

Fund Performance: Returns under 1 year are simple rates of return. All others are annual compound rates of return. All returns are net returns, i.e. they reflect changes in unit values, reinvested distributions, management fees and, where applicable, administration fees. Past performance does not guarantee future results.

Unit Prices: Unit values are not guaranteed, and fluctuate with the market value of the fund assets.

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Universal Life Loan Interest Rate: Universal Life Rate Information Currently Not Available

GDAs

Rates Effective:   Thursday, March 11, 2010

Variable Universal Life*

 

Equation Generation IV

With Bonus

Equilife & Equation Generation IV

Low Fees

Equation Generation III

Equation Generation II

& Equation ®

(Post July 14, 1997)

Equation ®

(Pre July 15, 1997)

 D2000+
DIA**   0.000 % 0.000 % 0.000 % 0.000 % 0.000 %
GDA** 1 Year 0.005 % 0.005 % 0.005 % 0.005 % 0.005 %
2 Year Not Applicable 0.950 %
3 Year 3.000 %
4 Year 3.000 %
5 Years 2.400 % 2.900 % 3.000 % 4.000 % 3.000 %
10 Years 3.000 % 3.500 % 3.000 % 4.000 % N/A

The Rate for Monthly Payment of Interest = Annual Payment rate less .25%
Band 1: $500-$24,999; Band 2: $25,000-$49,999; Band 3: $50,000+

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Variable Universal Life*

  DIRECTION 2000
DIA** 4.000 %

GDA

(Annual Payment of Interest)

   Band 1 Band 2 Band 3
12-23 Month 4.000 % 4.000 % 4.000 %
24-35 Month 4.000 % 4.000 % 4.000 %
36-47 Month 4.000 % 4.000 % 4.000 %
48-59 Month 4.000 % 4.000 % 4.000 %
60 Month 4.000 % 4.000 % 4.000 %
120 Month 4.000 % 4.000 % 4.000 %

The Rate for Monthly Payment of Interest = Annual Payment rate less .25%
Band 1: $500-$24,999; Band 2: $25,000-$49,999; Band 3: $50,000+

*Effective with payments received at Head Office on or after effective date. Rates apply to the first $250,000: for amounts over this limit, contact our Head Office.

**Compound Interest Only

Universal Life Loan Interest Rate: 3.250% Rate Effective: Wednesday, April 22, 2009

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