Fee Calculator
Each Steadyhand fund charges One Simple Fee (see the 2nd column in the calculator), which, thanks to our Fee Reduction Program, decreases based on the size of your accounts with the firm and the length of time you've held your funds.
Our Fee Calculator shows you the fees associated with any given portfolio of Steadyhand funds. It also shows you the fees you'll save by investing in a Steadyhand fund, as compared to a fund that charges the average fee within the same fund category.
| Fund | Market Value | Estimated Fee | Fee After Reduction | Annual Fee |
|---|---|---|---|---|
| Savings | 0.40% | 0.36% | $71 | |
| Income | 1.07% | 0.96% | $191 | |
| Founders | 1.38% | 1.23% | $247 | |
| Builders | 1.69% | 1.51% | $302 | |
| Equity | 1.42% | 1.27% | $253 | |
| Global Equity | 1.81% | 1.62% | $323 | |
| Small-Cap Equity | 1.85% | 1.66% | $331 | |
| Global Small-Cap Equity | 2.04% | 1.85% | $369 | |
| Active Conservative (estimated fee) | 1.34% | 1.19% | $239 | |
| Active Balanced (estimated fee) | 1.34% | 1.19% | $239 | |
| Active Growth (estimated fee) | 1.34% | 1.19% | $239 | |
| Total/Weighted Average | $220,000 | 1.43% | 1.27% | $2,805 |
Fees for the Active Conservative, Balanced, and Growth Funds are management fees. One Simple Fee (FER) may be higher than the management fee once the Trading Expense Ratio (TER) is included. TER and FER will be available after the fund’s first year.
Estimated Fee Reduction is: 10.91%
The estimated fee on each additional dollar invested is: 1.15%
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Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Investment fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.