Index Funds Available Through ScotiaMcLeod
| Altamira American Index | 12.13 | 13.15 | -0.01 | -1.14 | 8.64 | 1,000 | 0.63 | | Altamira Canadian Index | -10.64 | 12.53 | 0.87 | 6.56 | 13.97 | 1,000 | 0.65 | | Altamira International Index | -3.66 | 7.72 | -6.64 | -0.34 | 13.44 | 1,000 | 0.63 | | Altamira Intl Currency Neutral Index | -5.03 | 10.36 | -6.90 | 0.25 | 15.80 | 1,000 | 0.65 | | Altamira US Currency Neutral Index | 6.62 | 21.14 | -0.76 | 2.20 | 16.35 | 1,000 | 0.65 | | BMO US Equity Index U$ | 10.29 | 12.11 | -2.28 | -2.07 | 9.40 | 500 | 1.16 | | CIBC Aggressive Index Portfolio | 0.16 | 9.28 | 1.66 | 4.53 | 7.90 | 500 | | | CIBC Asia Pacific Index | -0.37 | 8.89 | -3.33 | 1.81 | 9.62 | 500 | 1.27 | | CIBC Balanced Index | 0.44 | 9.21 | 2.17 | 4.15 | 5.75 | 500 | 1.16 | | CIBC Canadian Bond Index | 8.51 | 5.93 | 4.94 | 5.50 | 3.07 | 500 | 1.14 | | CIBC Canadian Index | -10.68 | 14.24 | 0.69 | 6.24 | 13.75 | 500 | 1.10 | | CIBC Canadian Short-Term Bond Index | 3.40 | 2.66 | 3.81 | 3.88 | 1.79 | 500 | 1.05 | | CIBC Conservative Index Portfolio | 1.43 | 5.86 | 2.79 | 4.14 | 2.67 | 500 | | | CIBC Emerging Markets Index | -6.83 | 12.79 | 0.88 | 8.06 | 15.43 | 500 | 1.36 | | CIBC European Index | -5.64 | 7.78 | -7.23 | -0.21 | 15.56 | 500 | 1.21 | | CIBC Global Bond Index | 7.54 | -2.19 | 2.90 | 2.01 | 11.47 | 500 | 1.14 | | CIBC Income-Focused Index Portfolio | 4.98 | 3.57 | 3.71 | 4.06 | 1.86 | 500 | | | CIBC International Index | -3.65 | 7.20 | -6.93 | 0.02 | 12.71 | 500 | 1.21 | | CIBC Moderate Index Portfolio | 1.34 | 8.49 | 2.29 | 4.55 | 4.48 | 500 | | | CIBC Nasdaq Index | 20.74 | 20.28 | 5.56 | 1.04 | 13.00 | 500 | 1.24 | | CIBC US Broad Market Index | 9.58 | 13.33 | -1.48 | -0.95 | 9.96 | 500 | 1.16 | | CIBC US Index | 10.17 | 12.50 | -2.32 | -1.95 | 9.75 | 500 | 1.16 | | CIBC Very Aggressive Index Port Non-RSP | -0.61 | 9.44 | -0.27 | 3.33 | 7.12 | 500 | | | CIBC Very Aggressive Index Portfolio RSP | -0.61 | 9.44 | -0.34 | 3.21 | 7.12 | 500 | | | CIBC Very Conservative Index Portfolio | 1.58 | 4.56 | 3.09 | 4.13 | 1.89 | 500 | | | Meritas Jantzi Social Index | -11.04 | 12.50 | -1.12 | 4.88 | 14.48 | 500 | 2.19 | | Middlefield ActiveIndex REIT Class A | | | | | | | | | ONE MSCI Hedge Invest Idx Notes Sr 1 | 1.19 | 4.47 | 2.58 | | 3.97 | | | | ONE MSCI Hedge Invest Idx Notes Sr 2 | 2.45 | 5.59 | -0.53 | | 4.73 | | | | PowerShares Canadian Dividend Idx Cl A | 0.50 | | | | | | 1.82 | | Pro FTSE NA Dividend Index | -2.07 | | | | | | 1.87 | | Pro FTSE NA Dividend Index Class B | -2.29 | | | | | | 2.09 | | Pro FTSE RAFI Canadian Index A | -8.61 | 16.16 | 1.13 | | 14.75 | | 2.08 | | Pro FTSE RAFI Canadian Index B | -8.83 | 15.94 | 0.91 | | 14.75 | | 2.27 | | Pro FTSE RAFI Emerging Index | -9.67 | 11.51 | | | 15.73 | | 2.04 | | Pro FTSE RAFI Emerging Index B | -9.88 | 11.27 | | | 15.73 | | 2.24 | | Pro FTSE RAFI Global Index A | -9.19 | 7.26 | -7.41 | | 17.12 | | 2.05 | | Pro FTSE RAFI Global Index B | -9.40 | 7.06 | -7.61 | | 17.11 | | 2.20 | | Pro FTSE RAFI HK China Index A | -8.13 | 11.29 | | | 17.47 | | 2.09 | | Pro FTSE RAFI HK China Index B | -8.34 | 11.01 | | | 17.46 | | 2.66 | | Pro FTSE RAFI US Index A | 5.41 | 15.56 | -3.84 | | 13.21 | | 2.10 | | Pro FTSE RAFI US Index B | 5.18 | 15.31 | -4.21 | | 13.21 | | 2.27 | | Scotia Canadian Bond Index | 8.77 | 5.48 | 5.11 | 5.48 | 3.14 | 500 | 0.85 | | Scotia Canadian Index | -10.60 | 14.51 | 0.92 | 6.34 | 13.75 | 500 | 1.00 | | Scotia CanAm Index | 10.15 | 12.65 | -2.41 | -2.18 | 9.99 | 500 | 1.06 | | Scotia International Index | -4.57 | 6.25 | -7.15 | -0.41 | 12.67 | 500 | 1.29 | | Scotia Nasdaq Index | 20.51 | 20.13 | 5.34 | 0.99 | 13.20 | 500 | 1.11 | | Scotia US Index | 10.19 | 12.49 | -2.23 | -1.92 | 9.92 | 500 | 1.06 | | TD Balanced Index - I | 1.70 | 9.62 | 2.41 | 4.84 | 5.13 | 2,000 | 0.89 | | TD Canadian Bond Index - I | 8.82 | 5.78 | 5.20 | 5.59 | 3.13 | 2,000 | 0.83 | | TD Canadian Index - I | -10.44 | 14.65 | 0.86 | 6.42 | 13.79 | 2,000 | 0.88 | | TD Dow Jones Industrial Avg Index - I | 12.02 | 12.91 | -0.07 | -1.02 | 8.65 | | 0.89 | | TD European Index - I | -5.29 | 8.03 | -7.32 | -0.13 | 15.82 | 2,000 | 1.02 | | TD International Idx Currency Neutral-I | -5.10 | 10.08 | -7.60 | -0.23 | 15.22 | | 1.01 | | TD International Index - I | -3.94 | 6.99 | -7.28 | -0.39 | 12.86 | 2,000 | 1.38 | | TD Japanese Index - I | 1.92 | 1.88 | -8.86 | -2.11 | 11.78 | 2,000 | 1.04 | | TD Mgd Idx Agrsv Growth Pt - I | -0.14 | 9.39 | -1.96 | 2.05 | 7.96 | 2,000 | 1.65 | | TD Mgd Idx Bal Growth Port - I | 2.04 | 8.42 | -0.27 | 2.80 | 5.74 | 2,000 | 1.60 | | TD Mgd Idx Inc & Mod Growth Port - I | 3.75 | 7.68 | 1.02 | 3.35 | 4.23 | 2,000 | 1.55 | | TD Mgd Idx Inc Port - I | 5.34 | 6.91 | 2.24 | 3.83 | 3.01 | 2,000 | 1.50 | | TD Mgd Idx Max Eq Growth Port - I | -2.25 | 10.37 | -3.70 | 1.18 | 10.16 | 2,000 | 1.70 | | TD NASDAQ Index - I | 16.51 | 28.11 | 6.99 | 5.08 | 18.28 | 2,000 | 1.02 | | TD US Index - I | 10.81 | 13.17 | -1.70 | -1.43 | 9.86 | 2,000 | 0.54 | | TD US Index Currency Neutral - I | 6.17 | 20.20 | -0.87 | 2.11 | 16.07 | 2,000 | 0.88 |
64 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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