Performance Product Investments 2018



In the simplest terms, the 2018 Performance Products are low-risk and no-fee investments. You are guaranteed to receive your original investment back, even if the market returns are negative over the term. If you’ve been thinking about investing, Performance Products are a great place to start!

The Performance 2018 products provide investors the opportunity to obtain equity linked, market like returns without the downside risk.

Investing your funds in the Performance U.S. 2018 and Performance Canada 2018 provides the benefit of access to a diversified portfolio without the risks associated with holding individual stocks or mutual funds. There are no management fees and your principal deposit funds remain 100% guaranteed by the Credit Union Deposit Guarantee Corporation (CUDGC) of Alberta.*

Available for a limited time only.

Performance U.S.

Principal Protected and RRSP Eligible
3 year term

Performance U.S. is a low-risk, no-fee investment that allows you to gain exposure to the diversified U.S. stock market. These investments are available in 3 year terms and the potential maximum rate of return is 12%.

Performance U.S. returns are based on the variance in the share price of the S&P 500 Index from start (March 2018) to maturity (February 2021).

Performance Canada

Principal Protected and RRSP Eligible
5 year term

Performance Canada is a low-risk, no-fee investment that allows you to gain exposure to the diversified Canadian stock market. These products are available in 5 year terms and the potential maximum rate of return is 30%.

Performance Canada returns are based on the variance in the share price of the S&P TSX 60 Index from the start (March 2018) to maturity (February 2023).


Rate of Return


 height=  Performance U.S. max. 12%
 height=  Performance Canada max. 30%

The final rate of return is based on future performance and will be confirmed at the completion of the investment term. Both the Performance U.S. 2018 and Performance Canada 2018 investments guarantee your principal while providing you the opportunity to earn higher returns.

 

 


Reasons to Invest:


 height=
  100% guaranteed principal return.

 height=  No fees or management commissions.

 height=  3 and 5 year term options.

 height=  Eligible for RRSP and TFSA deposits.

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  Convenient and easy to track: S&P 500 Index and TSX 60 Index closing values are published online at  us.spindices.com and www.tsx.com.

How to Invest


To get started, contact your Financial Service Representative today as the Performance Products are available for a limited time only.




Or call us toll free today to make an appointment!
1.866.803.0733



*Equity linked products are guaranteed for only the amount of the member’s principal investment. Returns, if any, are not insured unless the equity linked product has reached its maturity date.
 

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