Benchmark Assets Portfolio

Calculate the performances of a benchmark assets portfolio at a selected month-end date.

With the Actuarial Excel Addin, access the month-end market indices of the most common pension assets categories.

Money market (FTSE Russel Canada) Weight Hedging
T-bills (91-day) %
Bonds Universe %
Bonds Long %
Stock market
Canada (S&P TSX) %
U.S. (S&P 500) % %
World (MSCI) % %
Total %

Performances for periods ending on:

Year to date
1 month
3 months
6 months
9 months
Annualized
1 year
2 years
3 years
4 years
5 years