Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Ask an Advisor | What are the benefits of using a family trust?


Financial Advisor, Timothy Stranks, explains the number of ways you can pass your assets down to your beneficiaries, including using a family trust.