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Rates of return for group retirement savings products

See the rates of return on investments offered under our group retirement savings plans.

Unless otherwise specified, returns in bold include the historical returns of the underlying funds or strategy.

Certain Funds may not be offered under your retirement plan. Past performance is no assurance or indicator of future returns. Fidelity ClearPath ® is a registered trademark of FMR Corp. Used with permission.  Fidelity True North Fund ® is a registered trademark of FMR Corp. Used with permission.  Baillie Gifford has managed this fund since December 2007. Fidelity Investments has managed this fund since August 29, 2008. Between February 1997 and August 2008, the fund was managed by AIM Trimark.  BlackRock ® is a registered trademark of BlackRock Finance, Inc. Used under license. LifePath ® is a registered trademark of BlackRock Institutional Trust Company, N.A. Used with permission. Desjardins Global Asset Management has managed this fund since November 23, 2012. Between September 2003 and November 2012, the fund was managed by Fiera Capital Corporation. The name of the fund was changed from "DGIA" to "Desjardins" on July 28, 2016. BlackRock, Inc. has managed this fund since January 31, 2017. Between October 2014 and January 2017, the fund was managed by State Street Global Advisors. Between March 1997 and October 2014, the fund was managed by Fiera Capital Corporation. Returns include a capital contribution representing 0.50% made in May 2015 following a tax return received for the Desjardins Global Real Estate fund (ceding fund closed in October 2014). The fund’s target asset class allocation was modified on September 18, 2015. Prior to this date, the target was 20% in equities and 80% in fixed income. The fund’s target asset class allocation was modified on September 18, 2015. Prior to this date, the target was 35% in equities and 65% in fixed income. The fund’s target asset class allocation was modified on September 18, 2015. Prior to this date, the target was 50% in equities and 50% in fixed income. The fund’s target asset class allocation was modified on September 18, 2015. Prior to this date, the target was 65% in equities and 35% in fixed income. The fund’s target asset class allocation was modified on September 18, 2015. Prior to this date, the target was 80% in equities and 20% in fixed income. Desjardins Investments Inc. has managed this fund since July 13, 2016. Between June 2011 and July 2016, the fund was managed by Fiera Capital Corporation. Desjardins Global Asset Management Inc has managed this fund since February 18, 2020. Between June 2010 and February 17th, 2020, the fund was managed by Desjardins Investments Inc. Returns calculated before December 2013 are simulated according to the allocation of Melodia Portfolios in force before this date.