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Canadian Mutual Fund Performance as of September 30, 2018 – available only to Globe Unlimited subscribers.

Performance returns for all mutual fund asset classes – pdf format.

Excel spreadsheets are available for download, for a fee.

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2025+ Target Date Portfolio

2025 Target Date Portfolio

2020 Target Date Portfolio

2015 Target Date Portfolio

Alternative Strategies

Asia Pacific Equity

Asia Pacific ex-Japan Equity

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Canadian Dividend and Income Equity

Canadian Equity

Canadian Equity Balanced

Canadian Fixed Income

Canadian Fixed Income Balanced

Canadian Focused Equity

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Canadian Focused Small/Mid Cap Equity

Canadian Inflation Protected Fixed Income

Canadian Long Term Fixed Income

Canadian Money Market

Canadian Neutral Balanced

Canadian Short Term Fixed Income

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Canadian Small or Mid Cap Equity


Emerging Markets Equity

Energy Equity

European Equity

Financial Services Equity

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Floating Rate Loan

Geographic Equity

Global Equity

Global Equity Balanced

Global Fixed Income

Global Fixed Income Balanced

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Global Neutral Balanced

Global Small/Mid Cap Equity

Greater China Equity

High Yield Fixed Income

International Equity

Miscellaneous - Other

Miscellaneous - Income and Real Property

North American Equity

Natural Resources Equity

Passive Inverse Leveraged

Precious Metals Equity

Preferred Share Fixed Income

Real Estate Equity

Retail Venture Capital

Sector Equity

Tactical Balanced

U.S. Equity

U.S. Money Market

U.S. Small or Mid Cap Equity

Each file contains the following information:

  • Globe 5 Stars Rating
  • Fund Name
  • RSP Indicator
  • Assets ($mil)
  • Distributions
  • Management Expense Ratio
  • Load
  • Return 1 month
  • Return 3 month
  • Return 1 year
  • Return 3 year
  • Return 5 year
  • Return 10 year
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