Mutual Fund Details

Smart US Index B

Fund Sponsor: Smart Investments Ltd.

Inception Date: Mar-07

Fund Type: Miscellaneous - Undisclosed Holdings

Equity Style: LrgValue

Assets Under Management: $3.6 million

Management Expense Ratio: 6.19%








Risk *

Smart US Index B7.6%12.9%18.5%13.6%na9.85

For periods ending: 10/31/2015

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


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This fund is 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 us

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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T.  416.863.RRSP (7777)
F.  416.863.7479

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