Ethical Funds and their Performance

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Ethical 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 Clean Environment Equity	CdnFoSMEq	10.02	13.50	16.47	17.19	3.21	13.89	500
Acuity Pooled Social Value Cdn Eq	CdnEq	-0.72	7.58	13.85	17.64		13.39	150,000
Acuity Social Values Balanced	CdnEqBal	0.58	5.79	9.15	12.29	3.52	9.55	500
Acuity Social Values Cdn Equity	CdnEq	-2.68	5.63	11.92	16.33		13.39	500
Acuity Social Values Global Equity	GblEq	-9.55	0.80	5.13	6.79		9.62	500
Ethical Advantage 2010	2010TargetDate	0.41	4.33					500
Ethical Advantage 2015	2015TargetDate	-0.95	4.47					500
Ethical Advantage 2020	2020TargetDate	-3.55	3.72					500
Ethical Advantage 2030	2020+TargetDate	-4.52	4.26					500
Ethical Advantage 2040	2020+TargetDate	-5.19	4.35					500
Ethical American Multi-Strategy	USEq	-15.65	-3.42	-1.94	-0.72	-4.48	10.43	500
Ethical Balanced	CdnEqBal	2.02	7.82	7.37	8.67	2.92	5.97	500
Ethical Canadian Dividend	CaDivInc	-2.05	5.27	12.05	16.29		9.77	500
Ethical Canadian Index	CdnEq	8.15	14.53	16.94			10.56	500
Ethical Global Equity	GblEq	-11.52	2.19	3.36	4.99		9.52	500
Ethical Growth	CdnFocusEq	0.74	11.45	12.71	13.28	3.86	10.16	500
Ethical Income	CdnFI	4.87	3.95	2.62	3.67	4.45	2.95	500
Ethical International Equity	IntEq	-4.14	5.20	6.40	9.20		10.29	500
Ethical Monthly Income	CdnNeuBal	0.55	6.14	8.02			6.60	500
Ethical Special Equity	CdnSMEq	-5.94	1.88	11.08	17.83	12.78	11.82	500
Mac Universal Sustainable Opp Cl	GblEq	-6.35	6.60	7.62	8.35		9.78	500
Mavrix Sierra Equity	CdnFoSMEq	4.53	12.24	14.06	16.30		19.09	500
Meritas Jantzi Social Index	CdnEq	4.49	13.18	15.54	16.06		10.36	500

23 Funds Returned For Periods Ending: 5/31/2008

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 ...

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