Broker retirement plan rates/values

The following rates and values are available to members of the Wawanesa Broker Retirement Savings Plan only.

Daily Interest

as of January 11, 2024
Daily Interest	1.75%

as of January 11, 2024
	No Payments	With Payments
Term (Years)	Interest compounding	Not exceeding annual interest	In excess of annual interest but less than 20% of principal
Term (Years) 1	No Payments - Interest compounding 4.45%	With Payments - Not exceeding annual interest 4.45%	With Payments - In excess of annual interest but less than 20% of principal 4.45%
Term (Years) 2	No Payments - Interest compounding 4.20%	With Payments - Not exceeding annual interest 4.20%	With Payments - In excess of annual interest but less than 20% of principal 4.20%
Term (Years) 3	No Payments - Interest compounding 3.95%	With Payments - Not exceeding annual interest 3.95%	With Payments - In excess of annual interest but less than 20% of principal 3.95%
Term (Years) 4	No Payments - Interest compounding 3.80%	With Payments - Not exceeding annual interest 3.80%	With Payments - In excess of annual interest but less than 20% of principal 3.80%
Term (Years) 5	No Payments - Interest compounding 3.80%	With Payments - Not exceeding annual interest 3.80%	With Payments - In excess of annual interest but less than 20% of principal 3.80%
Term (Years) 7	No Payments - Interest compounding 3.90%	With Payments - Not exceeding annual interest 3.90%	With Payments - In excess of annual interest but less than 20% of principal 3.90%
Term (Years) 10	No Payments - Interest compounding 4.05%	With Payments - Not exceeding annual interest 4.05%	With Payments - In excess of annual interest but less than 20% of principal 4.05%
Rates available on request for special terms.

Unit values as of October 02, 2024

Canadian Equity Index Fund
Class	Current	Last Week	Last Year
Class B	Current October 02, 2024 $63.82	Last Week January 29, 2024 $55.19	Last Year October 02, 2023 $37.00
Class C	Current October 02, 2024 $63.82	Last Week January 29, 2024 $55.19	Last Year October 02, 2023 $33.00

U.S. Equity Index Fund
Class	Current	Last Week	Last Year
Class B	Current October 02, 2024 $55.55	Last Week January 29, 2024 $47.46	Last Year October 02, 2023 $41.00
Class C	Current October 02, 2024 $55.55	Last Week January 29, 2024 $47.46	Last Year October 02, 2023 $32.00

International Equity Index Fund
Class	Current	Last Week	Last Year
Class B	Current October 02, 2024 $22.10	Last Week January 29, 2024 $19.71	Last Year October 02, 2023 $19.00
Class C	Current October 02, 2024 $22.10	Last Week January 29, 2024 $19.71	Last Year October 02, 2023 $19.00

Canadian Bond Index Fund
Class	Current	Last Week	Last Year
Class B	Current October 02, 2024 $11.61	Last Week January 29, 2024 $11.26	Last Year October 02, 2023 $15.00
Class C	Current October 02, 2024 $11.61	Last Week January 29, 2024 $11.26	Last Year October 02, 2023 $16.00

as of October 02, 2024

Canadian Equity Index Fund
Class	Six Months	1 Year	3 Years[1]	5 Years[1]
Class B	Six Months 10.38%	1 Year 24.73%	3 Years[1] 5.77%	5 Years[1] 7.91%
Class C	Six Months 10.38%	1 Year 24.73%	3 Years[1] 5.77%	5 Years[1] 7.91%

U.S. Equity Index Fund
Class	Six Months	1 Year	3 Years[1]	5 Years[1]
Class B	Six Months 9.53%	1 Year 31.25%	3 Years[1] 11.79%	5 Years[1] 14.87%
Class C	Six Months 9.53%	1 Year 31.25%	3 Years[1] 11.79%	5 Years[1] 14.87%

International Equity Index Fund
Class	Six Months	1 Year	3 Years[1]	5 Years[1]
Class B	Six Months 5.81%	1 Year 19.53%	3 Years[1] 4.23%	5 Years[1] 5.50%
Class C	Six Months 5.81%	1 Year 19.53%	3 Years[1] 4.23%	5 Years[1] 5.50%

Canadian Bond Index Fund
Class	Six Months	1 Year	3 Years[1]	5 Years[1]
Class B	Six Months 4.22%	1 Year 8.44%	3 Years[1] -3.49%	5 Years[1] -23.25%
Class C	Six Months 4.22%	1 Year 8.44%	3 Years[1] -3.49%	5 Years[1] -23.25%

Expressed as an average annual compound return.
Unit values and returns will fluctuate and historical performance is not necessarily indicative of future performance. A description of the key features of MPO Seg Funds is contained in the Information Folder available from your broker or by contacting Wawanesa Life directly. Please read it carefully prior to investing.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount allocated to a segregated fund is invested at your risk. It may increase or decrease in value according to fluctuations in the market value of the segregated fund assets. ↩