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	28.78	na	na	na	na	na	500
Acuity Clean Environment Equity	CdnFoSMEq	24.45	-6.95	-9.14	-1.03	-0.50	23.89	500
Acuity Pooled Social Value Canadian Eq	CdnFocusEq	41.32	-4.99	-6.73	2.42	na	22.96	150,000
Acuity Social Values Balanced	CdnEqBal	29.52	-0.19	-1.52	2.69	4.66	15.52	500
Acuity Social Values Canadian Equity	CdnFocusEq	38.81	-6.48	-8.22	0.95	na	22.89	500
Acuity Social Values Global Equity	GblEq	14.47	-10.24	-11.57	-2.04	na	13.52	500
BMO Guardian Sustainable Opp Cl Adv Sr	GblEq	13.18	na	na	na	na	na	na
BMO Sustainable Climate Class	GblSMEq	29.24	na	na	na	na	na	na
BMO Sustainable Opportunities Class	GblEq	13.28	na	na	na	na	na	na
Ethical American Multi-Strategy	USEq	24.92	-8.88	-10.04	-3.04	-9.14	16.88	500
Ethical Balanced	CdnEqBal	14.93	-1.53	-2.67	2.67	2.44	9.23	500
Ethical Canadian Dividend	CaDivInc	19.81	-3.93	-5.30	4.24	na	14.74	500
Ethical Global Dividend	GblEq	20.49	na	na	na	na	na	500
Ethical Global Equity	GblEq	24.60	-7.75	-8.78	-0.87	-3.92	15.32	500
Ethical Growth	CdnFocusEq	23.27	-4.84	-6.70	2.89	2.33	16.86	500
Ethical International Equity	IntEq	20.45	-10.63	-11.43	-2.05	na	16.68	500
Ethical Select Conservative Port	GlblFIBal	14.58	0.23	0.01	na	na	6.27	500
Ethical Special Equity	CdnSMEq	25.04	-1.74	-3.02	4.31	12.99	18.82	500
Mac Universal Sustainable Opp Cl	GblEq	25.19	-9.62	-11.65	-1.37	na	17.13	500
Mac Universal Sustainable Opp Cl Sr T8	GblEq	25.32	na	na	na	na	na	na
Mac Universal Sustainable Opp Cl T6	GblEq	25.33	na	na	na	na	na	na
Mavrix Sierra Equity	CdnFoSMEq	26.67	-17.04	-18.83	-5.71	-4.23	34.42	500
Meritas Jantzi Social Index	CdnEq	32.78	-2.83	-5.09	4.15	na	19.72	500
TD Global Sustainability - A	GblEq	16.95	na	na	na	na	na	2,000
TD Global Sustainability - I	GblEq	17.05	na	na	na	na	na	na

25 Funds Returned    For Periods Ending: 2/28/2010

 

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 ...