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Ethical Fund Performance

Performance of Ethical Funds Available Through ScotiaMcLeod

Mutual Fund1
Year
(%)
3
Year
(%)
5
Year
(%)
10
Year
(%)
Risk*Min
Invest
($)
Acuity Alpha Social Values Portfolio-8.2911.35  12.06500
Acuity Clean Environment Equity-8.2611.14-5.041.9116.09500
Acuity Pooled Social Value Canadian Eq-12.8415.21-1.70 15.80150,000
Acuity Social Values Balanced-7.1110.850.335.109.98500
Acuity Social Values Canadian Equity-14.2513.29-3.305.2615.78500
Acuity Social Values Global Equity3.858.66-4.63-0.3710.20500
BMO Guardian Sustainable Opp Cl Adv Sr1.757.81  11.00 
BMO Sustainable Climate Class-17.932.50  16.03 
BMO Sustainable Opportunities Class1.747.84  10.99 
Ethical American Multi-Strategy5.6512.31-2.13-3.5112.86500
Ethical Balanced-2.667.690.273.086.35500
Ethical Canadian Dividend-4.0113.830.08 10.34500
Ethical Global Dividend8.7914.70  12.50500
Ethical Global Equity-1.008.67-4.30-1.5012.56500
Ethical Growth-8.899.78-2.422.6911.89500
Ethical International Equity-3.737.85-6.37 12.56500
Ethical Select Canadian Balanced Port1.66     
Ethical Select Canadian Growth Port-0.47     
Ethical Select Conservative Port3.49    500
Ethical Select Global Balanced Port2.02     
Ethical Select Global Growth Portfolio1.40     
Ethical Select Income Portfolio      
Ethical Special Equity3.2220.502.5510.4011.68500
Ethical Tax Managed American Equity Clas      
Mac Universal Sustainable Opp Cl1.3410.49-5.51 11.47500
Mac Universal Sustainable Opp Cl Sr T81.3010.50  11.47 
Mac Universal Sustainable Opp Cl T61.4210.61  11.47 
Matrix Sierra Equity-16.094.85-14.11-1.9015.11500
Meritas Jantzi Social Index-11.0412.50-1.124.8814.48500
PowerShares Global Clean Energy Cl A-43.03     
TD Global Sustainability - A-6.412.27  11.272,000
TD Global Sustainability - I-6.392.28  11.26 
TD Global Sustainability Class - A-6.75     

33 Funds Returned    For Periods Ending: 3/31/2012

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

Please contact your ScotiaMcLeod Wealth Advisor directly for more information or for investment advice tailored to your personal situation.

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

Disclaimers

All these funds are available through ScotiaMcLeod. Any fund with a 6 or 7 digit PAC number is available for payroll deduction.  To purchase funds with higher investment minimums, or to invest in the other choices like stocks or bonds listed below, simply accumulate payroll contributions in a Scotia fund until you reach the minimum required, then contact your ScotiaMcLeod Wealth Advisor.

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.

Amongst the available mutual funds, most have a deferred sales charge (i.e. no commission to buy but a fee for early redemption).  All Scotia Funds (including more available choices, not listed above) are no-load.

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 ...


 




The information contained on this website is for use by persons resident in Canada only.



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