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For Universal Life Investment Accounts

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(As Of Oct 31, 2020)
Favourite Options Fund Name Sort by Fund Name (Z - A) UL Fee Sort by UL Fee (lowest to highest) FundGrade Sort by FundGrade (A - E) 1 Mth Sort by 1 Mth (highest to lowest) 3 Mth Sort by 3 Mth (highest to lowest) 6 Mth Sort by 6 Mth (highest to lowest) YTD Sort by YTD (highest to lowest) 1 Yr Sort by 1 Yr (highest to lowest) 3 Yr Sort by 3 Yr (highest to lowest) 5 Yr Sort by 5 Yr (highest to lowest) 10 Yr Sort by 10 Yr (highest to lowest) Inception Sort by Inception (highest to lowest) PDF (View Summary Report)
Add to Favourites AGF American Growth Class Mutual Fund Series 0.25% C -2.17% 1.44% 18.35% 26.62% 30.71% 13.18% 12.55% 14.69% 8.86% View Summary Report
Add to Favourites AGF China Focus Class MF Series 0.75% D 3.43% 5.72% 19.13% 21.00% 30.05% 6.60% 9.80% 6.61% 6.10% View Summary Report
Add to Favourites AGF Diversified Income Fund MF Series 0.00% C -0.33% -0.40% 6.19% 2.33% 3.53% 1.82% 2.38% 3.68% 7.88% View Summary Report
Add to Favourites AGF Fixed Income Plus Fund MF Series 0.75% C -0.46% -0.87% 4.73% 7.75% 7.16% 4.42% 3.04% 3.10% 4.21% View Summary Report
Add to Favourites AGF Global Equity Fund Mutual Fund Series 0.50% C -2.10% -1.05% 0.86% -10.71% -7.04% -2.11% 2.55% 7.41% 5.57% View Summary Report
Add to Favourites AGF Global Real Assets Mutual Fund Series 0.50% E -1.60% -5.40% 1.47% -8.37% -5.04% -4.33% 2.88% -8.12% 4.72% View Summary Report
Add to Favourites AGF Global Strategic Balanced Fund Mutual Fund Ser 0.75% D -0.05% 2.90% 11.62% 2.19% 4.38% 2.58% 4.27% 5.71% 3.75% View Summary Report
Add to Favourites AGF Strategic Income Fund MF Series 0.50% C -2.12% -1.81% 1.91% -4.46% -3.39% 1.12% 2.99% 3.50% 7.02% View Summary Report
Add to Favourites AGF U.S. Small-Mid Cap Fund Mutual Fund Series 0.75% B 1.70% 0.90% 22.47% 23.58% 29.87% 18.45% 15.13% 14.46% 10.59% View Summary Report
Add to Favourites BMO Asian Growth and Income Fund Advisor Ser 0.75% C 1.04% 2.14% 10.92% 2.53% 5.16% 2.68% 3.54% 5.07% 6.42% View Summary Report
Add to Favourites BMO Canadian Equity Class Advisor Series 0.50% C -2.80% -2.80% 6.85% -9.68% -7.02% -1.41% 2.76% 4.10% 5.15% View Summary Report
Add to Favourites BMO Canadian Small Cap Equity Fund Advisor Series 0.50% C 0.76% 5.61% 23.63% 8.80% 18.61% 5.17% 5.05% 6.97% 11.52% View Summary Report
Add to Favourites BMO Core Bond Fund Advisor Series 0.75% C -0.86% -1.92% 1.51% 6.45% 5.54% 4.20% 3.26% - 3.20% View Summary Report
Add to Favourites BMO Core Plus Bond Fund Advisor Series 0.75% C -0.85% -1.89% 1.50% 6.59% 5.55% 4.00% 3.25% - 3.21% View Summary Report
Add to Favourites BMO Dividend Fund Advisor Series 0.00% B -3.35% -1.83% 1.98% -11.01% -9.12% 1.22% 4.03% - 7.38% View Summary Report
Add to Favourites BMO Emerging Markets Fund Advisor Series 0.75% B 1.66% 3.00% 13.41% -0.76% 1.87% 1.17% 4.73% 3.38% 4.78% View Summary Report
Add to Favourites BMO Floating Rate Income Fund Advisor Series 0.75% E 0.01% 1.04% 6.19% -2.06% -0.52% 0.75% 1.04% 1.75% 0.24% View Summary Report
Add to Favourites BMO Global Dividend Class Advisor Series 0.50% C -4.47% -2.67% 3.57% -1.15% 0.36% 3.31% 3.99% 7.16% 6.74% View Summary Report
Add to Favourites BMO Global Equity Class Advisor Series 0.50% C -3.31% -2.96% 3.21% -6.03% -3.24% 2.06% 4.12% 9.11% 8.29% View Summary Report
Add to Favourites BMO Global Growth & Income Fund Advisor Series 1.00% C -3.52% -3.73% -3.09% -11.66% -11.65% -0.31% 3.03% 4.83% 3.37% View Summary Report
Add to Favourites BMO Monthly High Income Fund II Advisor Series 0.00% E -1.69% -1.45% 0.74% -19.01% -15.34% -5.35% -0.11% 3.24% 7.21% View Summary Report
Add to Favourites BMO Monthly Income Fund Series A 1.25% A -2.02% -1.68% 3.61% -1.11% 0.05% 3.52% 4.64% 5.31% 5.56% View Summary Report
Add to Favourites BMO Preferred Share Fund Series A 0.75% E -0.26% 4.19% 14.50% -1.56% 1.95% -4.61% 0.26% - -1.35% View Summary Report
Add to Favourites BMO Tactical Balanced ETF Fund Series A 1.25% C -0.41% -2.08% 0.38% 1.54% 1.24% 2.72% 2.00% - 2.60% View Summary Report
Add to Favourites BMO Tactical Dividend ETF Fund Advisor Series 1.25% B -1.08% -5.84% -2.67% -10.73% -9.73% -1.02% 1.88% - 3.69% View Summary Report
Add to Favourites BMO Tactical Global Asset Allocation ETF Fund Adv 1.00% A -1.56% -1.27% 4.52% -3.78% -2.14% 3.22% - - 4.52% View Summary Report
Add to Favourites BMO Tactical Global Bond ETF Fund Series A 0.75% B -1.61% -4.45% -4.78% -7.30% -8.15% 0.50% 0.87% - 1.03% View Summary Report
Add to Favourites BMO U.S. Equity Class Advisor Series 0.50% C -2.25% -0.34% 6.64% -1.39% 3.02% 4.54% 6.39% 11.92% 10.97% View Summary Report
Add to Favourites BMO U.S. High Yield Bond Fund Advisor Series 0.75% D 0.35% 0.03% 9.01% -2.53% -1.07% 0.53% 2.19% 3.06% 3.85% View Summary Report
Add to Favourites Cambridge Asset Allocation Corporate Class A 0.50% C -1.74% -1.86% 2.66% -2.79% -0.06% 1.12% 2.32% 5.30% 4.54% View Summary Report
Add to Favourites Cambridge Canadian Dividend Fund Class A 0.50% B -3.44% -1.81% 3.80% -14.09% -8.47% -0.98% 3.31% 6.14% 6.57% View Summary Report
Add to Favourites Cambridge Canadian Equity Corporate Class A 0.50% B -2.79% -2.15% 4.07% -8.99% -2.90% -0.04% 3.49% 8.03% 6.20% View Summary Report
Add to Favourites Cambridge Global High Income Fund Class A 0.50% C -1.49% -1.90% 1.42% -1.29% -0.12% 1.90% 2.68% 5.25% 7.65% View Summary Report
Add to Favourites Cambridge U.S. Dividend Fund Class A 0.50% C -2.10% -2.16% -0.37% -9.19% -6.63% 2.98% 4.67% 10.11% 6.64% View Summary Report
Add to Favourites CI Canadian Investment Fund Class A 1.00% C -4.08% -1.39% 6.48% -4.97% -1.00% 1.99% 4.54% 5.05% 8.66% View Summary Report
Add to Favourites CI Global Health Sciences Corporate Class A 1.00% - -3.92% -1.72% -3.69% -3.10% 10.60% 3.10% 0.29% 10.92% 8.07% View Summary Report
Add to Favourites Dynamic American Fund Series A 0.50% B -2.91% 1.03% 14.70% 12.47% 15.01% 15.31% 13.42% 12.55% 10.40% View Summary Report
Add to Favourites Dynamic Asia Pacific Equity Fund Series A 0.25% C 6.10% 11.46% 31.66% 32.67% 41.07% 14.98% 13.14% 8.06% 6.35% View Summary Report
Add to Favourites Dynamic Blue Chip Balanced Fund Series A 0.75% B -1.73% 1.28% 9.85% 10.15% 12.89% 7.98% 6.45% 7.11% 6.57% View Summary Report
Add to Favourites Dynamic Blue Chip Equity Fund Series A 0.50% B -2.85% 2.86% 15.47% 11.31% 16.83% 10.67% 9.26% 9.89% 7.54% View Summary Report
Add to Favourites Dynamic Canadian Bond Fund Series A 0.75% C -0.81% -1.84% 1.16% 5.32% 4.55% 3.29% 2.08% 2.42% 7.22% View Summary Report
Add to Favourites Dynamic Canadian Dividend Fund Series A 0.00% C -2.90% -1.37% 3.84% -6.92% -2.89% -0.05% 4.57% 4.07% 7.87% View Summary Report
Add to Favourites Dynamic Canadian Value Class Series A 1.00% C -3.26% -1.58% 4.34% -4.99% -1.50% 0.95% 1.84% 3.28% 7.11% View Summary Report
Add to Favourites Dynamic Dividend Income Class Series A 1.00% C -1.89% -1.63% 0.07% -2.68% -2.17% 1.39% 2.50% 4.37% 3.98% View Summary Report
Add to Favourites Dynamic Energy Income Fund Series A 1.00% B 2.31% -2.42% 0.11% -28.65% -22.20% -12.08% -6.99% -5.54% 2.00% View Summary Report
Add to Favourites Dynamic Equity Income Fund Series A 0.75% A -3.20% -1.26% 2.67% -9.42% -6.39% 1.87% 5.23% 6.73% 9.75% View Summary Report
Add to Favourites Dynamic European Equity Fund Series A 0.25% B -4.23% -3.21% 8.69% -10.49% -5.14% -3.69% 2.98% 5.16% 4.51% View Summary Report
Add to Favourites Dynamic Financial Services Fund Series A 0.00% A -3.37% -3.39% 0.85% -9.86% -7.14% 2.98% 9.19% 8.73% 7.91% View Summary Report
Add to Favourites Dynamic Global All Terrain Fund Series A 1.00% D -1.47% -1.75% 6.19% -0.85% 1.53% -0.44% 2.39% - 2.39% View Summary Report
Add to Favourites Dynamic Global Discovery Fund Series A 0.00% B -1.41% 0.39% 13.69% 10.97% 15.58% 10.58% 11.35% 10.33% 8.01% View Summary Report
Favourite Options Fund Name Sort by Fund Name (Z - A) UL Fee Sort by UL Fee (lowest to highest) FundGrade Sort by FundGrade (A - E) 2019 Sort by 2019 (highest to lowest) 2018 Sort by 2018 (highest to lowest) 2017 Sort by 2017 (highest to lowest) 2016 Sort by 2016 (highest to lowest) 2015 Sort by 2015 (highest to lowest) 2014 Sort by 2014 (highest to lowest) 2013 Sort by 2013 (highest to lowest) 2012 Sort by 2012 (highest to lowest) 2011 Sort by 2011 (highest to lowest) 2010 Sort by 2010 (highest to lowest) PDF (View Summary Report)
Add to Favourites AGF American Growth Class Mutual Fund Series 0.25% C 11.81% 3.17% 16.35% 1.57% 23.09% 12.94% 45.40% 12.34% -4.40% 14.18% View Summary Report
Add to Favourites AGF China Focus Class MF Series 0.75% D 14.13% -12.59% 37.60% -5.70% 11.19% 12.60% 9.35% 17.00% -20.71% 1.28% View Summary Report
Add to Favourites AGF Diversified Income Fund MF Series 0.00% C 7.99% -4.36% 4.44% 1.56% 3.22% 6.07% 6.11% 7.75% -0.08% 10.57% View Summary Report
Add to Favourites AGF Fixed Income Plus Fund MF Series 0.75% C 5.82% -0.01% 1.15% 0.32% 1.28% 7.23% -1.37% 4.03% 5.82% 6.24% View Summary Report
Add to Favourites AGF Global Equity Fund Mutual Fund Series 0.50% C 17.20% -10.18% 12.13% 4.63% 17.23% 8.31% 29.64% 12.08% -0.90% 4.99% View Summary Report
Add to Favourites AGF Global Real Assets Mutual Fund Series 0.50% E 4.23% -12.13% -7.71% 49.52% -9.71% -0.18% -43.12% -13.22% -26.80% 59.62% View Summary Report
Add to Favourites AGF Global Strategic Balanced Fund Mutual Fund Ser 0.75% D 11.89% -5.44% 7.28% 3.75% 10.93% 5.10% 22.38% 15.66% -8.87% -5.47% View Summary Report
Add to Favourites AGF Strategic Income Fund MF Series 0.50% C 11.15% -2.92% 4.68% 6.70% -0.72% 7.12% 15.66% 5.40% -6.68% 7.73% View Summary Report
Add to Favourites AGF U.S. Small-Mid Cap Fund Mutual Fund Series 0.75% B 23.36% 4.90% 23.20% -3.10% 28.77% -4.32% 42.02% 6.79% -0.40% 17.89% View Summary Report
Add to Favourites BMO Asian Growth and Income Fund Advisor Ser 0.75% C 10.34% -4.93% 11.47% -2.86% 10.15% 6.70% 9.28% 21.94% -10.13% 12.48% View Summary Report
Add to Favourites BMO Canadian Equity Class Advisor Series 0.50% C 19.42% -11.99% 7.84% 13.86% -2.66% 8.17% 20.06% 4.57% -9.12% 11.61% View Summary Report
Add to Favourites BMO Canadian Small Cap Equity Fund Advisor Series 0.50% C 26.17% -17.05% 5.18% 9.48% -5.28% 12.29% 36.49% 10.55% -17.33% 36.85% View Summary Report
Add to Favourites BMO Core Bond Fund Advisor Series 0.75% C 5.78% 0.19% 2.08% 1.17% 1.78% - - - - - View Summary Report
Add to Favourites BMO Core Plus Bond Fund Advisor Series 0.75% C 5.19% 0.15% 2.05% 1.83% 1.74% - - - - - View Summary Report
Add to Favourites BMO Dividend Fund Advisor Series 0.00% B 23.38% -6.78% 10.98% 11.45% -1.69% 13.23% 17.60% - - - View Summary Report
Add to Favourites BMO Emerging Markets Fund Advisor Series 0.75% B 6.09% -6.32% 25.43% 1.68% 2.65% 13.29% -1.60% 20.21% -20.20% 17.78% View Summary Report
Add to Favourites BMO Floating Rate Income Fund Advisor Series 0.75% E 5.99% -1.14% 0.37% 4.03% 0.77% 0.18% 4.26% 2.33% 1.96% 8.50% View Summary Report
Add to Favourites BMO Global Dividend Class Advisor Series 0.50% C 16.84% -4.60% 9.49% -2.78% 14.42% 13.39% 20.35% 9.03% -0.35% 3.89% View Summary Report
Add to Favourites BMO Global Equity Class Advisor Series 0.50% C 16.01% -4.43% 16.69% -3.29% 20.82% 11.45% 35.28% 10.72% -0.72% 2.87% View Summary Report
Add to Favourites BMO Global Growth & Income Fund Advisor Series 1.00% C 7.25% 5.36% 8.10% 2.17% 18.70% 9.87% 13.80% 8.81% -13.72% 12.14% View Summary Report
Add to Favourites BMO Monthly High Income Fund II Advisor Series 0.00% E 18.34% -11.98% 3.72% 19.79% -9.81% 3.69% 14.16% 7.68% 10.41% 20.73% View Summary Report
Add to Favourites BMO Monthly Income Fund Series A 1.25% A 14.17% -2.05% 5.92% 6.44% 2.42% 12.97% 6.56% 4.71% 2.26% 9.91% View Summary Report
Add to Favourites BMO Preferred Share Fund Series A 0.75% E -0.59% -11.50% 10.27% 5.98% -14.23% 3.90% - - - - View Summary Report
Add to Favourites BMO Tactical Balanced ETF Fund Series A 1.25% C 6.10% 0.41% 2.62% 0.50% - - - - - - View Summary Report
Add to Favourites BMO Tactical Dividend ETF Fund Advisor Series 1.25% B 12.57% -4.42% 7.24% 9.34% 0.41% 8.99% - - - - View Summary Report
Add to Favourites BMO Tactical Global Asset Allocation ETF Fund Adv 1.00% A 7.87% 5.76% 6.81% - - - - - - - View Summary Report
Add to Favourites BMO Tactical Global Bond ETF Fund Series A 0.75% B 8.21% 2.97% -1.21% -1.09% - - - - - - View Summary Report
Add to Favourites BMO U.S. Equity Class Advisor Series 0.50% C 16.84% -3.37% 14.20% 5.05% 15.51% 24.11% 37.42% 8.90% 4.31% 7.01% View Summary Report
Add to Favourites BMO U.S. High Yield Bond Fund Advisor Series 0.75% D 10.53% -5.27% 3.97% 9.10% -3.22% 0.23% 3.60% 10.79% 4.66% 10.17% View Summary Report
Add to Favourites Cambridge Asset Allocation Corporate Class A 0.50% C 12.03% -4.69% 2.02% 6.54% 4.09% 10.25% 18.60% 3.54% -0.73% 13.03% View Summary Report
Add to Favourites Cambridge Canadian Dividend Fund Class A 0.50% B 15.57% -2.15% 7.00% 16.23% 3.48% 20.86% 11.08% 4.92% -2.05% 18.72% View Summary Report
Add to Favourites Cambridge Canadian Equity Corporate Class A 0.50% B 18.50% -7.07% 3.98% 16.01% 0.62% 14.24% 27.20% 16.66% -1.31% 12.50% View Summary Report
Add to Favourites Cambridge Global High Income Fund Class A 0.50% C 9.11% -1.74% 4.28% 4.02% 2.99% 8.30% 12.30% 6.24% 6.75% 19.23% View Summary Report
Add to Favourites Cambridge U.S. Dividend Fund Class A 0.50% C 13.04% 5.87% 2.43% 13.30% 11.83% 22.32% 33.37% 8.34% 1.02% 9.36% View Summary Report
Add to Favourites CI Canadian Investment Fund Class A 1.00% C 19.17% -6.29% 6.33% 13.05% -3.98% 6.68% 25.81% 7.09% -12.63% 13.17% View Summary Report
Add to Favourites CI Global Health Sciences Corporate Class A 1.00% - 12.00% 1.11% 6.44% -19.15% 14.12% 19.59% 61.80% 30.35% 0.78% 4.54% View Summary Report
Add to Favourites Dynamic American Fund Series A 0.50% B 21.07% 13.39% 11.29% 4.60% 17.18% 13.40% 29.63% 3.08% -3.39% 10.12% View Summary Report
Add to Favourites Dynamic Asia Pacific Equity Fund Series A 0.25% C 27.01% -11.29% 27.13% -5.63% 8.09% 13.02% 8.67% 17.53% -22.69% 24.71% View Summary Report
Add to Favourites Dynamic Blue Chip Balanced Fund Series A 0.75% B 14.03% 0.71% 10.28% -3.24% 11.66% 10.74% 12.16% 4.77% -1.74% 9.52% View Summary Report
Add to Favourites Dynamic Blue Chip Equity Fund Series A 0.50% B 20.60% 1.14% 15.58% -2.52% 17.48% 13.22% 21.86% 5.64% -6.58% 11.40% View Summary Report
Add to Favourites Dynamic Canadian Bond Fund Series A 0.75% C 4.33% 0.57% -0.44% 0.46% 1.39% 4.55% -0.90% 3.05% 7.10% 5.53% View Summary Report
Add to Favourites Dynamic Canadian Dividend Fund Series A 0.00% C 17.43% -9.65% 9.95% 18.02% 0.26% 3.17% 13.38% 6.53% -12.31% 13.23% View Summary Report
Add to Favourites Dynamic Canadian Value Class Series A 1.00% C 14.99% -7.01% 0.36% 7.85% -2.01% 8.99% 28.83% 10.13% -22.77% 14.45% View Summary Report
Add to Favourites Dynamic Dividend Income Class Series A 1.00% C 10.52% -3.57% 5.17% 2.54% 3.33% 6.21% 10.52% 4.72% 7.39% 9.38% View Summary Report
Add to Favourites Dynamic Energy Income Fund Series A 1.00% B 6.57% -14.21% -2.76% 23.42% -31.60% -5.00% 13.91% -12.15% 0.67% 26.57% View Summary Report
Add to Favourites Dynamic Equity Income Fund Series A 0.75% A 20.68% -4.94% 11.14% 13.81% 1.60% 7.66% 12.13% 4.95% 9.62% 22.05% View Summary Report
Add to Favourites Dynamic European Equity Fund Series A 0.25% B 16.29% -12.47% 24.47% 0.41% 15.08% -5.14% 38.85% 36.44% -30.26% 11.08% View Summary Report
Add to Favourites Dynamic Financial Services Fund Series A 0.00% A 28.02% -7.09% 23.46% 21.13% -1.91% 9.50% 35.97% 12.34% -10.38% 1.78% View Summary Report
Add to Favourites Dynamic Global All Terrain Fund Series A 1.00% D 8.41% -8.09% 10.88% -1.18% - - - - - - View Summary Report
Add to Favourites Dynamic Global Discovery Fund Series A 0.00% B 19.05% 4.69% 16.18% -0.80% 27.25% 5.43% 27.85% 6.68% -15.32% 16.38% View Summary Report