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4 of 33 Diversified funds GARP: growth of reasonable price 1 Investment Manager Signatory of UN PRI Fund name Manager style Quarter Year to date Annualized rate of return 1 year 3 years 5 years % R % R % R % R % R Addenda Balanced Pooled Fund 1 Core 1.27 14 5.69 16 9.07 24 4.46 24 4.37 25 Beutel Goodman Balanced Fund 1 Value 0.42 26 5.06 23 12.08 6 8.22 9 5.84 12 BMO AM Balanced Fund 1 Core 2.10 7 7.24 6 11.57 7 6.01 17 5.86 11 Burgundy Balanced Foundation Fund 1 Value 2.70 3 7.70 4 15.42 3 8.56 7 6.09 8 Burgundy Balanced Pension Fund 1 Value 2.61 5 7.54 5 14.99 4 9.02 5 5.78 13 CC&L Balanced Plus Fund II 1 Core 1.10 18 5.67 17 10.80 14 7.25 12 6.75 5 CGOV Balanced 1 Core 0.18 27 4.31 26 6.96 26 3.15 27 3.53 27 CGOV Total Equity Fund 1 Core -0.18 28 6.65 10 11.23 11 5.81 19 5.59 16 CIBC Balanced Pool 1 Core 0.96 20 5.54 20 10.12 23 4.38 25 4.42 24 Co-operators Value -0.78 29 3.37 28 6.80 27 2.63 28 1.73 29 Duncan Ross Equity Fund Value 2.16 6 11.98 1 23.56 1 12.65 1 12.05 1 Fidelity Strategic Balanced Trust 1 Core 1.24 15 6.23 12 10.62 17 5.25 21 5.77 14 Fidelity Tactical Asset Allocation Trust 1 Other 1.66 9 6.22 13 11.44 10 5.21 22 5.45 17 Fiera Capital Balanced Core Fund 1 Core 0.92 21 5.65 19 11.00 13 8.30 8 7.71 2 Franklin Bissett Canadian Balanced Fund 1 GARP 0.74 24 4.47 25 8.95 25 7.48 11 4.35 26 Franklin Bissett Dividend Income Fund 1 GARP 0.78 23 3.96 27 6.63 28 12.51 2 7.58 3 Franklin Quotential Balanced Growth 1 Growth 1.43 12 6.37 11 11.09 12 5.55 20 5.17 21 Franklin Templeton Institutional Balanced Trust 1 GARP 1.06 19 5.65 18 10.16 21 6.06 16 4.96 23