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Investment Strategy:
The Emerald Canadian Bond Fund is designed to track the performance
of the Scotia Capital Markets Universe (SCMU) Bond Index , the most
widely-recognized measure of federal, provincial, municipal and corporate
bonds in Canada. The Fund contains a wide variety of bonds, weighted
mathematically to approximate the overall risk and return characteristics
of the SCMU Bond Index.
Investment Objective:
The Fund provides investors with investment returns that, before expenses,
correspond to the total return of bonds in Canada, as represented by the
Scotia Capital Market Universe Bond Index.
Who should invest in the
fund?
This Fund is suitable for investors seeking:
- broad diversification and regular income from a fund that has lower
fees than actively managed funds.
- performance without having to worry about security selection by the
Fund Manager.
- a fixed-income investment to balance the risks of a portfolio
containing stocks.
Fund Facts:
| Asset Class: |
Fixed Income |
| Inception Date: |
August 7, 1991 |
| Benchmark: |
Scotia Capital Market Universe Bond Index |
| Risk Level: |
Conservative to Moderate |
Registered
Plan Eligibility: |
Considered 100% Canadian content |
| Performance: |
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| |
Annual return of the Emerald Canadian Bond Fund vs. SCMU Bond
Index.
For periods ending December 31, 2000:
|
| |
|
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
| |
Fund |
10.36% |
-1.21% |
9.19% |
9.60% |
12.21% |
20.61% |
-4.12% |
18.11% |
| |
Benchmark |
10.24% |
-1.14% |
9.18% |
9.63% |
12.26% |
20.67% |
-4.31% |
18.14% |
| |
Annualized total returns of the Emerald Canadian Bond Fund vs. SCMU Bond Index.
For periods ending December 31, 2000:
|
| |
1 Year |
2 Years |
3 Years |
4 Years |
5 Years |
Since
Inception |
| |
Fund |
10.36% |
4.41% |
5.98% |
6.88% |
7.92% |
9.98% |
| |
Benchmark |
10.24% |
4.40% |
5.97% |
6.87% |
7.93% |
9.95% |
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