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Index Funds and their Performance
 

Index Funds Available Through ScotiaMcLeod & Their Performance

Mutual Fund1
Year
(%)
2
Year
(%)
3
Year
(%)
5
Year
(%)
10
Year
(%)
Risk *Min
Invest
($)
MER
Altamira Precis Intl Curr Neut Idx-12.454.3710.7613.29 11.881,0000.53
Altamira Precis US Curr Neut Idx-8.534.975.478.36 8.851,0000.53
Altamira Precision Canadian Index11.0017.4019.5419.41 11.151,0000.53
Altamira Precision European Index-10.026.887.7510.50 10.761,0000.72
Altamira Precision US Midcap Index-10.422.151.776.42 11.321,0000.74
BMO Equity Index6.5413.8516.9517.827.9611.215001.01
BMO US Dollar Equity Index-14.220.13-2.021.27 8.645001.23
BMO US Equity Index-11.072.792.625.670.968.175001.22
CIBC Aggressive Index Portfolio1.747.197.589.095.254.71500 
CIBC Asia Pacific Index-5.283.537.5612.14 11.365001.10
CIBC Balanced Index1.857.427.578.57 4.785000.95
CIBC Canadian Bond Index4.894.332.994.155.062.935000.97
CIBC Canadian Index6.4713.8616.9617.947.8611.255000.97
CIBC Canadian ST Bond Idx5.864.192.813.274.371.875000.96
CIBC Conservative Index Portfolio3.985.775.546.134.852.38500 
CIBC Emerging Markets Index17.1924.6624.5025.95 16.285001.28
CIBC European Index-9.407.608.1811.19 10.475001.04
CIBC European Index RRSP-10.296.697.4110.50 10.565001.05
CIBC Global Bond Index6.812.61-3.22-1.761.4911.325000.99
CIBC Income-Focused Index Port4.884.062.933.454.311.84500 
CIBC International Index-9.954.787.1810.941.839.915001.03
CIBC International Index RRSP-10.144.016.119.961.229.925001.00
CIBC Japanese Index RRSP-15.88-7.16-0.465.50 12.815001.06
CIBC Moderate Index Portfolio2.426.676.687.985.143.90500 
CIBC Nasdaq Index-2.867.040.583.18 15.025001.16
CIBC Nasdaq Index RRSP-2.707.050.683.33 15.085001.18
CIBC US Equity Index-13.720.60-1.012.58-0.219.825000.98
CIBC US Index RRSP-14.420.43-1.681.63-0.959.685000.97
CIBC Very Aggr. Idx Port Non-RSP-1.486.637.329.374.355.82500 
CIBC Very Aggr. Idx Port RSP-1.416.507.079.154.215.69500 
CIBC Very Conservative Index Port4.925.384.985.364.791.82500 
Ethical Canadian Index8.1514.5316.94  10.565001.00
Meritas Jantzi Social Index4.4913.1815.5416.06 10.365001.94
Middlefield Equity Index Plus Class2.039.1812.5713.36 10.561,0001.88
RBC Canadian Bond Index7.525.433.724.41 2.925000.70
RBC Canadian Index7.0114.3217.4118.25 11.265000.71
RBC US Index-14.220.59-1.531.76 9.545000.85
RBC US Index Currency Neutral-8.434.825.408.27 8.735000.70
Renaissance International Index-6.767.327.8510.862.0010.325002.28
Renaissance US Index-13.600.40-1.781.80-1.3610.205001.82
Scotia Canadian Bond Index5.564.583.104.16 2.995000.97
Scotia Canadian Index6.5013.8216.9217.868.2811.275001.02
Scotia CanAm Index-14.800.01-1.781.37-2.029.465001.02
Scotia International Index-10.114.035.929.67 9.885001.18
Scotia Nasdaq Index-3.046.810.763.39 14.795001.06
Scotia US Index-14.440.25-1.691.63-1.039.425000.94
TD Balanced Index - I2.877.497.528.81 4.422,0000.85
TD Canadian Bond Index - I5.564.623.174.235.123.032,0000.80
TD Canadian Index - I6.5913.9417.0718.018.2011.292,0000.85
TD European Index - I-10.416.977.9411.151.7710.672,0000.98
TD International Index - I-10.334.386.6110.401.5410.172,0001.33
TD Japanese Index - I-13.55-6.111.577.56-0.1413.292,0000.99
TD Mgd Idx Agg Growth Pt - I-5.634.405.918.34 6.502,0001.63
TD Mgd Idx Bal Growth Port - I-3.054.444.957.06 4.902,0001.58
TD Mgd Idx Inc Port - I0.904.353.575.17 3.052,0001.48
TD Mgd Idx Inc&Mod Growth Port - I-0.984.474.286.14 3.882,0001.53
TD Mgd Idx Max Eq Growth Port - I-8.134.416.799.62 8.152,0001.68
TD NASDAQ Index - I3.6611.537.729.98 15.342,0000.97
TD US Index - I-13.880.88-1.242.09-0.459.602,0000.53
TD US Index Currency Neutral - I-8.424.935.358.352.678.802,0000.85

60 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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