Returns as at December 31, 2011
Total Mutual Fund Performance
Month of December 2011 1 Year
Median 1st Quartile Median 1st Quartile
CDN Equity -1.48% -0.31% -10.33% -8.17%
CDN Sm Equity -1.52% 0.11% -15.27% -9.33%
US Equity 0.10% 0.77% -1.49/% 1.08%
North American Equity -0.79% 0.21% -3.85% -2.69%
Int'l Equity -2.43% -1.48% -12.62% -10.72%
Cdn Bal 0.30% 0.92% -1.27% 1.67%
Cdn Bond 1.45% 1.60% 7.03% 7.77%

Group RRSP/DC Plans
Sample Fund Returns
Month of December 2011 1 Year
Canadian Equity  
AGF Canadian Stock -1.46% -12.45%
Cl Canadian Investment -2.23% -12.63%
Dynamic Power Cdn Growth -4.21% -26.31%
Fidelity Canadian Disciplined -1.83% -12.18%
Mac Saxon Stock -0.57% -15.21%
Mac Universal Canadian Growth 0.29% -9.20%
Trimark Canadian Fund -2.66% -9.19%
Canadian Small/Mid Equity  
AFG Canadian Small Cap -1.98% -14.70%
Ethical Special Equity 1.67% -2.90%
Front Street Growth -2.51% -21.30%
IA Clarington Canadian Small Cap 1.20% -3.30%
Mac Saxon Small Cap -0.62% -10.37%
Northwest Specialty Growth -2.44% -17.04%
North American Equity  
AGF Aggressive U.S. Growth -2.07 -0.40%
Mac Universal North American -3.10% -11.30%
International Equity  
AGF European -3.19 -20.50%
AGF International Stock -3.24% -16.91%
Mac Ivy European. -1.83% 0.55%
Excel China -1.61% -23.06%
Excel India -5.40% -33.54
Canadian Balanced  
AGF Canadian Asset Allocation -0.58% -6.68%
Fidelity Canadian Asset Allocation -1.12% -5.34%
Mac Ivy Growth & Income 0.35% 0.56%
Mac Maxxum Mthly Inc. 0.90% -1.72%
Mac Saxon Balanced 0.01% -8.70%
Mac Universal Candian Balanced 0.43% -7.32%
Canadian Bond
Mac Sentinel Corp 2.26% 4.33%
Mac Sentinel Bond 1.37% 7.49%
Mutual Fund Data Provided by
FUNDATA.COM
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Our prime focus is to take the hassle out of all aspects of our clients' employee benefits and retirement savings programs.
Within a couple of weeks of appointment as manager of our Group RRSP/DPSP, Donaldson Vincent Associates had established order and eliminated confusion with respect to each members' investment holdings. The employees were much happier and had gained some confidence that the retirement savings program would meet their objectives."
Ralph Lake, President
L & M Precision Products Inc.