Performance Summary

While our funds are new, our portfolio advisers are well seasoned.  To learn more about their investment management capabilities and past performance, feel free to give us a call (1.888.888.3147) or send us an email. 

Annualized Compound Returns (%)

As of September 30, 2008

FundYTD3 M1 YR3 YR5 YR10 YrSince Inception*
Savings2.20.63.3---3.5 
Income-4.1-3.8-3.1----0.9 
Equity-12.7-15.0-11.7----6.4 
Global Equity-18.8-7.4-22.1----18.7 
Small-Cap Equity-17.4-18.4-16.8---1.6 

Capital Market Performance (%)

IndexYTD3 M1 YR3 YR5 YR10 YRSince Inception*
S&P/TSX Composite-13.3-18.2-14.4----3.7
S&P 500 ($Cdn)-13.1-4.4-16.5----6.3
MSCI World ($Cdn)-18.4-11.2-20.9----16.7
DEX
Universe
Bond		1.8-0.44.6---3.4
DEX 90
Day T-Bill		2.60.63.6---3.5

*February 13, 2007
Note: The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Important information about the Steadyhand funds is contained in our simplified prospectus. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Distributions ($ per unit)


As of September 30, 2008
FundQ1 2008Q2 2008Q3 2008Q4 2008
Savings0.090.070.06-
Income0.100.100.10-
Equity----
Global Equity----
Small-Cap Equity----

As of December 31, 2007

FundQ1 2007Q2 2007Q3 2007Q4 2007
Savings-0.090.100.11
Income-0.100.100.17
Equity---0.04
Global Equity---0.01
Small-Cap Equity---0.55