Socially Responsible Funds and their Performance

Ethical Funds Available Through ScotiaMcLeod & Their Performance

Mutual Fund	Fund Type	1 Year (%)	2 Year (%)	3 Year (%)	5 Year (%)	10 Year (%)	Risk *	Min Invest ($)
Acuity Alpha Social Values Portfolio	CdnFocusEq	-34.01	na	na	na	na	na	500
Acuity Clean Environment Equity	CdnFoSMEq	-47.01	-24.04	-14.45	-3.46	-2.26	23.50	500
Acuity Pooled Social Value Canadian Eq	CdnFocusEq	-36.80	-21.26	-13.24	-1.10	na	21.53	150,000
Acuity Social Values Balanced	CdnEqBal	-24.02	-13.75	-7.67	0.66	1.91	14.55	500
Acuity Social Values Canadian Equity	CdnFocusEq	-37.67	-22.57	-14.67	-2.16	na	21.48	500
Acuity Social Values Global Equity	GblEq	-28.48	-20.67	-12.42	-5.23	na	13.64	500
BMO Guardian Sustain Climate Cl Adv Sr	GblSMEq	na	na	na	na	na	na	na
BMO Guardian Sustainable Opp Cl Adv Sr	GblEq	na	na	na	na	na	na	na
BMO Sustainable Climate Class	GblSMEq	na	na	na	na	na	na	na
BMO Sustainable Opportunities Class	GblEq	na	na	na	na	na	na	na
Credential Money Market	CdnMM	0.97	2.17	2.48	2.05	2.39	0.36	5,000
Ethical Advantage 2010	2010TargetDate	-8.82	-4.69	-0.93	na	na	6.19	500
Ethical Advantage 2015	2015TargetDate	-13.32	-7.76	-2.72	na	na	8.02	500
Ethical Advantage 2020	2020TargetDate	-17.99	-11.44	-5.17	na	na	10.03	500
Ethical Advantage 2030	2020+TargetDate	-21.53	-13.79	-6.54	na	na	12.07	500
Ethical Advantage 2040	2020+TargetDate	-23.05	-14.90	-7.19	na	na	12.89	500
Ethical American Multi-Strategy	USEq	-16.54	-15.95	-8.74	-5.71	-8.47	16.30	500
Ethical Balanced	CdnEqBal	-18.28	-9.14	-3.63	1.78	1.79	9.16	500
Ethical Canadian Dividend	CaDivInc	-27.97	-16.22	-8.84	3.94	na	13.59	500
Ethical Canadian Index	CdnEq	-30.94	-13.92	-6.19	na	na	17.87	500
Ethical Canadian Stock	CdnEq	-33.65	-16.23	-8.57	na	na	16.85	500
Ethical Global Dividend	GblEq	-25.60	na	na	na	na	na	500
Ethical Global Equity	GblEq	-22.36	-17.72	-7.94	-3.61	na	15.07	500
Ethical Growth	CdnFocusEq	-30.40	-16.36	-7.27	1.49	0.63	16.34	500
Ethical Income	CdnFI	3.46	3.43	3.96	3.81	4.42	3.53	500
Ethical International Equity	IntEq	-35.71	-22.48	-12.86	-4.69	na	16.90	500
Ethical Monthly Income	CdnNeuBal	-23.85	-12.50	-6.03	na	na	11.46	500
Ethical Special Equity	CdnSMEq	-26.60	-16.60	-9.65	2.53	10.19	17.88	500
Mac Universal Sustainable Opp Cl	GblEq	-34.36	-22.59	-11.39	-4.57	na	17.41	500
Mac Universal Sustainable Opp Cl Sr T8	GblEq	na	na	na	na	na	na	na
Mac Universal Sustainable Opp Cl T6	GblEq	-34.30	na	na	na	na	na	na
Mavrix Sierra Equity	CdnFoSMEq	-57.26	-34.03	-21.51	-5.75	na	34.07	500
Meritas Jantzi Social Index	CdnEq	-30.54	-15.25	-7.09	2.81	na	18.29	500
TD Global Sustainability - A	GblEq	-31.78	na	na	na	na	na	2,000
TD Global Sustainability - I	GblEq	-32.15	na	na	na	na	na	na

35 Funds Returned    For Periods Ending: 4/30/2009

 

Click on a fund name for more information on that fund.

 

* Risk is the volatility of returns, see risk calculations.

All these funds are available through ScotiaMcLeod. Certain funds may have large minimum investments, sales charges, loads or administrative fees etc, or may not be available for PAC plans, SWP plans or payroll deduction.  Please contact us for details and recommendations regarding the right funds for your portfolio.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rate(s) of return is (are) the historical annual compounded total return(s) including changes in (share or unit) value and reinvestment of all (dividends or distributions) and does (do) not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. See more disclaimers ...