Batirente EN
SECURE SECTION
Name of fund Fund No. Unit Value as at
April 20, 2018
Annualized gross rates of return¹ as at
March 31, 2018 (%)
YTD² 1 month 3 months 1 yr. 3 yrs. 4 yrs. 5 yrs. 10 yrs.
Portfolios of funds
Bâtirente Diversified Income 525 25.8965 0.28 0.45 0.28 2.32 3.02 4.62 4.54 n/a
Bâtirente Diversified Patrimonial 526 25.9549 0.34 0.44 0.34 3.14 3.72 5.29 5.37 4.95
Bâtirente Diversified Provident 527 42.8198 0.52 0.29 0.52 5.27 5.07 6.80 7.48 6.22
Bâtirente Diversified Intrepid 528 34.1535 0.66 0.16 0.66 6.73 6.39 8.26 9.24 7.17
Bâtirente Diversified Energetic 529 33.8947 0.71 0.05 0.71 7.45 7.02 8.74 10.05 n/a
Fixed Income
Bâtirente Money Market 530 21.0042 0.37 0.13 0.37 1.20 1.06 1.11 1.15 1.31
Bâtirente Treasury Multi 531 21.7462 0.46 0.26 0.46 0.65 1.51 1.94 1.86 2.67
Bâtirente Bond Multi 532 36.0374 0.33 0.68 0.33 1.69 1.51 3.22 2.79 4.26
Canadian Equity
Bâtirente Canadian Equity Multi 533 36.3779 -2.19 -0.23 -2.19 3.73 4.36 4.88 7.25 5.69
Foreign Equity
Bâtirente Global Equity Multi 534 45.0337 0.55 -1.08 0.55 9.93 8.72 12.33 14.99 10.12
Bâtirente Global Small Cap Equity Multi 535 54.7504 4.12 1.64 4.12 12.88 13.63 14.34 18.42 13.55