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Frequently Asked Questions

Indexes


Can I compare my returns with the returns of popular indexes, like the TSE 300, Dow Jones and others?

Globe Portfolio allows you to set up a list of indexes you wish to track. The returns for the indexes appear in an index report below each portfolio report, allowing you to compare the returns of your investments to the returns of the indexes.

Adding indexes to your portfolio: To set up a list of indexes to track, click Indexes-Update Index List on the Portfolio Menu.

To view your Index Report: After adding indexes to your portfolio, you can see your index report by scrolling down to the bottom of any portfolio report to the index report. Read an explanation of the columns on the index report

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Do you have a description of each of the indexes I can add to my portfolio?

1-Year Average GIC Index is a calculated index, derived by using the month-end 1-year Trust Company Guaranteed Investment Certificate rate as provided by the Bank of Canada. The index assumes monthly re-investments of interest and capital & should not be construed as the actual return of an investment in a 1-year GIC.

30 day Treasury Bill Index is an index based upon the average daily yield of 30-day Treasury Bills. Treasury Bills are secured by the full faith and credit of the Canadian Government and offer a fixed rate of return.

5-Year Average GIC Index is a calculated index, derived by using the month-end 5-year Trust Company Guaranteed Investment Certificate rate as provided by the Bank of Canada. The index assumes monthly re-investments of interest and capital & should not be construed as the actual return of an investment in a 5-year GIC.

91 day Treasury Bill Index is an index based upon the average daily yield of 91-day Treasury Bills. Treasury Bills are secured by the full faith and credit of the Canadian Government and offer a fixed rate of return.

The AMEX Composite is an index, weighted by capitalization, that tracks the performance of all common stocks, American Depository Receipts (ADRs) and warrants listed on the American Stock Exchange. This index represents asset types which are subject to risk, including loss of principal.

The AMEX Composite ($CDN) is an index, weighted by capitalization, that tracks the performance of all common stocks, American Depository Receipts (ADRs) and warrants listed on the American Stock Exchange. This index represents asset types which are subject to risk, including loss of principal. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

Blend: 60% MSCI World, 40% Lehman Bros - Blend: 60% MSCI World & 40% Lehman Bros Gov't/Corp. is a blended index made up of a 60% weighting in the Morgan Stanley Capital International World Index and 40% weighting in the Lehman Brothers Government & Corporate Bond Index. Both of these indexes are calculated in U.S. dollars and converted to Canadian using historical exchange rates.

Blend: 60% TSE300 & 40% Scotia Universe is a blended index made up of a 60% weighting in the TSE 300 Total Return Index and 40% weighting in the ScotiaMcLeod Universe Bond Index.

Blend: TSE - 50% Gold, 50% Oil/Gas is a blended index made up of a 50% weighting in the TSE 300 Gold & Precious Metals subgroup and 50% weighting in the TSE 300 Oil & Gas subgroup.

CDNX Composite is an equally weighted index comprised of the top index-eligible securities by market capitalization in Canada.

CPI - All items is an index representing the rate of inflation of Canadian consumer prices as determined by Statistic Canada.

Canada Savings Bonds Index is a calculated index derived from using the month-end rate on a Canada Savings Bond. The index assumes re-investment of principle and interest at the end of every month. Canada Savings Bonds are secured by the full faith and credit of the Canadian government.

DFA Small Cap is a market value weighted index of the ninth and tenth deciles of the New York Stock Exchange, plus stocks listed on the American Stock Exchange and the Over-The-Counter market with the same or less capitalization as the upper bound of the New York Stock Exchange ninth decile. This index represents asset types which are subject to risk, including loss of principal. The stocks of small companies involve additional risks and have historically been more volatile than the market on average.

DFA Small Cap ($CDN) is a market value weighted index of the ninth and tenth deciles of the New York Stock Exchange, plus stocks listed on the American Stock Exchange and the Over-The-Counter market with the same or less capitalization as the upper bound of the New York Stock Exchange ninth decile. This index represents asset types which are subject to risk, including loss of principal. The stocks of small companies involve additional risks and have historically been more volatile than the market on average. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars.

DJIA Total Return is a price weighted index of 30 of the largest, most widely held stocks traded on the NYSE. The index is the sum of the current market price of the 30 stocks divided by a number that has been adjusted to take into account stock splits and changes in stock composition. This index represents asset types which are subject to risk, including loss of principal. This Total Return index also includes re-investment of dividends and capital gains.

DJIA Total Return ($CDN) is a price weighted index of 30 of the largest, most widely held stocks traded on the NYSE. The index is the sum of the current market price of the 30 stocks divided by a number that has been adjusted to take into account stock splits and changes in stock composition. This index represents asset types which are subject to risk, including loss of principal. This Total Return index also includes re-investment of dividends and capital gains. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars.

Dow Jones Industrial Average is a price weighed index of 30 of the largest, most widely held stocks traded on the NYSE. The index represents principal only and does not include the effect of reinvestments. The index is the sum of the current market price of the 30 stocks divided by a number that has been adjusted to take into account stock splits and changes in stock composition.

Dow Jones Industrial Average ($CDN) is a price weighed index of 30 of the largest, most widely held stocks traded on the NYSE. The index represents principal only and does not include the effect of reinvestments. The index is the sum of the current market price of the 30 stocks divided by a number that has been adjusted to take into account stock splits and changes in stock composition. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars.

Fixed Rate Index - 1% - This index is the rate of return of a fixed income investment at 1% over a one year period, non-compounding.

Fixed Rate Index - 2% - This index is the rate of return of a fixed income investment at 2% over a one year period, non-compounding.

Fixed Rate Index - 3% - This index is the rate of return of a fixed income investment at 3% over a one year period, non-compounding.

Fixed Rate Index - 4% - This index is the rate of return of a fixed income investment at 4% over a one year period, non-compounding.

Fixed Rate Index - 5% - This index is the rate of return of a fixed income investment at 5% over a one year period, non-compounding.

Fixed Rate Index - 6% - This index is the rate of return of a fixed income investment at 6% over a one year period, non-compounding.

Fixed Rate Index - 7% - This index is the rate of return of a fixed income investment at 7% over a one year period, non-compounding.

Fixed Rate Index - 8% - This index is the rate of return of a fixed income investment at 8% over a one year period, non-compounding.

Fixed Rate Index - 9% - This index is the rate of return of a fixed income investment at 9% over a one year period, non-compounding.

Fixed Rate Index - 10% - This index is the rate of return of a fixed income investment at 10% over a one year period, non-compounding.

Fixed Rate Index - 11% - This index is the rate of return of a fixed income investment at 11% over a one year period, non-compounding.

Fixed Rate Index - 12% - This index is the rate of return of a fixed income investment at 12% over a one year period, non-compounding.

Fixed Rate Index - 13% - This index is the rate of return of a fixed income investment at 13% over a one year period, non-compounding.

Fixed Rate Index - 14% - This index is the rate of return of a fixed income investment at 14% over a one year period, non-compounding.

Fixed Rate Index - 15% - This index is the rate of return of a fixed income investment at 15% over a one year period, non-compounding.

France - CAC 40 Price Index

G7 Index is a blended index made up of the following market indexes(weight): TSE35(15%), S&P500(30%), NIKKEI(20%), DAX(10%), CAC(10%), FT100(10%) & Milan(5%)

German - DAX 30 Price Index

Globe Asia ex-Japan Equity Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Asia/Pacific RIM Peer Index is an equally weighted average of mutual funds within the stated asset class. The primary objective of these funds is to invest in companies in the Asian and Pacific Rim regions.

Globe Can. Tactical Asset Alloc. Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Canadian Balanced Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Canadian Bond Peer Index is an equally weighted average of mutual funds within the stated asset class. The primary objective of these funds is to provide fixed income through investing mainly in bonds, debentures, and other government and corporate debt securities.

Globe Canadian Dividend Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Canadian Equity Peer Index is an equally weighted average of mutual funds within the stated asset class. The primary objective of these funds is long-term capital appreciation. These funds invest mainly in Canadian common shares, but their investment content may vary given certain market conditions.

Globe Canadian Large Cap Equ Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Canadian Money Market Peer Index is an equally weighted average of mutual funds within the stated asset class. The primary objective of these funds is to provide income while protecting capital. These portfolios consist mainly of fixed, short term, corporate and government debt securities.

Globe Canadian Mortgage Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Canadian Short Term Bond Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Canadian Small-Mid Cap Peer Index is an equally weighted average of mutual funds within the stated asset class. The primary objective of these funds is to invest in smaller Canadian companies with a market capitalization of less than $500 million.

Globe Cdn High Income Bal Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Country Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Emerging Markets Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe European Equity Peer Index is an equally weighted average of mutual funds within the stated asset class. The primary objective of these funds is to invest in companies from European countries.

Globe Foreign Bond Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Foreign Money Market Peer Index is an equally weighted average of mutual funds within the stated asset class. The primary objective of these funds is to provide income through investments in short term debt securities worldwide.

Globe Global Bal and Asset Alloc. Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Global Equity Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe High Yield Bond Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe International Equity Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Japanese Equity Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Labour-Sponsored Peer Index is an equally weighted average of mutual funds within the stated asset class. These are Canadian funds which engage in "Venture capital investing," putting money into small to medium-sized companies that are in a startup or expansion phase. Although a riskier investment, these funds offer investors generous federal tax credits, as well as matching credits in some provinces.

Globe Latin Amer. Equity Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Natural Resources Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe North American Equity Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Pecious Metals Peer Index is an equally weighted average of mutual funds within the stated asset class. The primary objective of these funds is to invest in precious and non-precious metals, minerals and energy stocks.

Globe Real Estate Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Science and Technology Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe Specialty or Misc. Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe U.S. Equity Peer Index is an equally weighted average of mutual funds within the stated asset class.

Globe US Small and Mid Cap Equity Peer Index is an equally weighted average of mutual funds within the stated asset class.

Gold: London PM ($CDN) is an index based on the price at the end of month close for London gold. This index represents asset types which are subject to risk, including loss of principal. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

Gold: London PM ($US) is an index based on the price at the end of month close for London gold. This index represents asset types which are subject to risk, including loss of principal.

HANG SENG Stock Index is an index comprised of the largest companies in the Hong Kong region. This index is calculated in Hong Kong Dollars.

HANG SENG Total Return Index is an index comprised of the largest companies in the Hong Kong region. It is calculated in Hong Kong dollars and has been converted to Canadian dollars using historical exchange rates.

Italy - Milan General Price Index

Lehman Brothers Govt/Corp is an index composed of 5,400 publicly issued corporate and U.S. government debt rated Baa or better, with at least one year to maturity and at least $25 million par outstanding. The index is weighted by market value of its bonds and is calculated in U.S. dollars and converted to Canadian using historical exchange rates.

MSCI EAFE is a Morgan Stanley international index that includes stocks traded on 16 exchanges in Europe, Australia and the Far East, weighted by capitalization. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards.

MSCI EAFE ($CDN) is a Morgan Stanley international index that includes stocks traded on 16 exchanges in Europe, Australia and the Far East, weighted by capitalization. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

MSCI Emerging Markets Free is a Morgan Stanley international index that includes stocks traded in Emerging markets such as Bangkok, Madrid, Seoul and Taipei, weighted by capitalization and calculated in Canadian dollars with gross dividends. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards.

MSCI Europe is a Morgan Stanley international index that includes stocks traded in European markets, weighted by capitalization and calculated in Canadian dollars with gross dividends. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards.

MSCI Far East is a Morgan Stanley international index that includes stocks traded in Far East market, weighted by capitalization and calculated in Canadian dollars with gross dividends. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards. MSCI Japan MSCI Japan is a Morgan Stanley international index that includes stocks traded in Japanese markets, weighted by capitalization and calculated in Canadian dollars with gross dividends. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards.

MSCI Latin American is a Morgan Stanley international index that includes stocks traded in Latin American markets, weighted by capitalization and calculated in Canadian dollars with gross dividends. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards.

MSCI North America Index is a Morgan Stanley international index that includes stocks traded in North America markets, weighted by capitalization and calculated in Canadian dollars with gross dividends. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards.

MSCI Pacific, ex-Japan is a Morgan Stanley international index that includes stocks traded in Pacific markets except Japan market, weighted by capitalization and calculated in Canadian dollars with gross dividends. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards.

MSCI Real Estate is a Morgan Stanley industry group index.

MSCI World is a Morgan Stanley international index that includes stocks traded in Europe, Australia, the Far East, plus the U.S., Canada, and South Africa, weighted by capitalization. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards.

MSCI World ($CDN) is a Morgan Stanley international index that includes stocks traded in Europe, Australia, the Far East, plus the U.S., Canada, and South Africa, weighted by capitalization. This index represents asset types which are subject to risk, including loss of principal. International stocks are subject to additional risks including currency risk and varying accounting standards. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars.

Mexico IPC (BOLSA) Price Index is the principal stock index of the Bolsa Mexicana de Valores (BMV), Mexico's stock exchange. The IPC is a broad-based index currently consisting of 35 stocks traded at the BMV. The Index is similar to the TSE 300 in that it is capitalization-weighted.

NASDAQ Composite Principal is an index of over 3,000 OTC issues with an aggregate market value of approximately $500 billion. It tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System traded foreign common stocks and ADRs. Capitalization is weighted. The types of assets represented by this index involve risks, including the loss of principal.

NASDAQ Composite Principal ($CDN) is an index of over 3,000 OTC issues with an aggregate market value of approximately $500 billion. It tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System traded foreign common stocks and ADRs. Capitalization is weighted. The types of assets represented by this index involve risks, including the loss of principal. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars.

NASDAQ Computer Index includes over 600 computer hardware and software companies that furnish computer programming and data processing services, and firms that produce computers, office equipment, and electronic components/accessories.

NASDAQ Computer Index ($CDN) includes over 600 computer hardware and software companies that furnish computer programming and data processing services, and firms that produce computers, office equipment, and electronic components/accessories. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

NASDAQ-100 Index represents the largest and most active non-financial domestic and international issues listed on The Nasdaq Stock Market® based on market capitalization.

NASDAQ-100 ($CDN) Index represents the largest and most active non-financial domestic and international issues listed on The Nasdaq Stock Market® based on market capitalization. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

NIKKEI 225 Price Index is an index of 225 high-quality blue chip stocks on the Tokyo Stock Exchange; the Nikkei is Japan's equivalent of the TSE 300. This index is calculated in Japanese Yen.

NIKKEI 225 Total Return Index is an index of 225 high-quality blue chip stocks on the Tokyo Stock Exchange; the Nikkei is Japan's equivalent of the TSE 300. It is calculated in Japanese Yen and has been converted to Canadian dollars using historical exchange rates.

NYSE Composite is a capitalization weighted price indicator that measures the changes in the aggregate market value of all New York Stock Exchange listed common stocks. The types of assets represented by this index involve risks, including the loss of principal.

NYSE Composite ($CDN) is a capitalization weighted price indicator that measures the changes in the aggregate market value of all New York Stock Exchange listed common stocks. The types of assets represented by this index involve risks, including the loss of principal. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

Nesbitt Burns Cdn Small Cap Index includes common shares of all Canadian companies trading on the Toronto and Montreal stock exchanges with a total capitalization at the beginning of each month which does not exceed 0.1% of the total capitalization of the TSE 300 index. The top cutoff being $364 million in June 1994 will move up and down with inflation over the long term and with bull and bear markets over the shorter term.

Russell 100 Growth Index contains those TSE 100 securities with a greater-than-average growth orientation. Companies in this index tend to exhibit higher price-to-book and price-earnings ratios, lower dividend yields and higher forecasted growth values than the Value universe.

Russell 100 Value Index contains those TSE 100 securities with a less-than-average growth orientation. Securities in this index generally have low price-to-book and price-earnings ratios, higher dividend yields and lower forecasted growth values than more growth-oriented securities in the Russell 100 Growth Index.

Russell 1000 is an index subset of the Russell 3000 index. It consists of 1,000 of the largest stocks representing approximately 87% of the U.S. equity market. Weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested.

Russell 1000 ($CDN) is an index subset of the Russell 3000 index. It consists of 1,000 of the largest stocks representing approximately 87% of the U.S. equity market. Weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

Russell 2000 is an index subset of the Russell 3000 index. Includes 2,000 of the smallest stocks representing approximately 11% of U.S. equity market. Weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested.

Russell 2000 ($CDN) is an index subset of the Russell 3000 index. Includes 2,000 of the smallest stocks representing approximately 11% of U.S. equity market. Weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

Russell 300 Growth Index contains those TSE 300 securities with a greater-than-average growth orientation. Companies in this index tend to exhibit higher price-to-book and price-earnings ratios, lower dividend yields and higher forecasted growth values than the Value universe.

Russell 300 Value Index contains those TSE 300 securities with a less-than-average growth orientation. Securities in this index generally have low price-to-book and price-earnings ratios, higher dividend yields and lower forecasted growth values than more growth-oriented securities in the Russell 300 Growth Index.

Russell 3000 is an index of 3,000 of the largest U.S.-domiciled, publicly traded common stocks. Represents approximately 98% of investable U.S. equity market. Weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested.

Russell 3000 ($CDN) is an index of 3,000 of the largest U.S.-domiciled, publicly traded common stocks. Represents approximately 98% of investable U.S. equity market. Weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

S&P 300 Industrials is equivalent to the S&P 500 index, less utilities, finance and transportation stocks. Weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested.

S & P 300 Industrials ($CDN) is equivalent to the S&P 500 index, less utilities, finance and transportation stocks. Weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

S & P 400 Midcap is an index consisting of 400 domestic stocks chosen for market size, liquidity and industry group representation. It is a market-value weighted index that represents approximately 10% of the aggregate market value of U.S. domestic companies. The stocks represented by this index involve investment risks which may include the loss of principal invested.

S & P 400 Midcap ($CDN) is an index consisting of 400 domestic stocks chosen for market size, liquidity and industry group representation. It is a market-value weighted index that represents approximately 10% of the aggregate market value of U.S. domestic companies. The stocks represented by this index involve investment risks which may include the loss of principal invested. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

S & P AA Corporate is a Standard & Poor's long-term corporate bond index. The bonds represented by this index involve investment risks, including default and loss of principal.

S & P AA Corporates ($CDN) is a Standard & Poor's long-term corporate bond index. The bonds represented by this index involve investment risks, including default and loss of principal. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

S&P 500 Composite is a market capitalization weighted price index composed of 500 widely held common stocks listed on the New York Stock Exchange, American Stock Exchange and Over-The-Counter market. The value of the index varies with the aggregate value of the common equity of each of the 500 companies. The stocks represented by this index involve investment risks which may include the loss of principal invested.

S&P 500 Composite ($CDN) is a market capitalization weighted price index composed of 500 widely held common stocks listed on the New York Stock Exchange, American Stock Exchange and Over-The-Counter market. The value of the index varies with the aggregate value of the common equity of each of the 500 companies. The stocks represented by this index involve investment risks which may include the loss of principal invested. This index is tracked in U.S. Dollars and was converted to Canadian Dollars.

S&P 500 Composite Principal is a market capitalization weighted price index composed of 500 widely held common stocks listed on the New York Stock Exchange, American Stock Exchange and Over-The-Counter market. The index represents principal only and does not include the effect of reinvestments. The value of the index varies with the aggregate value of the common equity of each of the 500 companies. The stocks represented by this index involve investment risks which may include the loss of principal invested.

S&P 500 Composite Principal ($CDN) is a market capitalization weighted price index composed of 500 widely held common stocks listed on the New York Stock Exchange, American Stock Exchange and Over-The-Counter market. The index represents principal only and does not include the effect of reinvestments. The value of the index varies with the aggregate value of the common equity of each of the 500 companies. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars.

SCM Long Term Bond Total Return Index is a specific measure of total return for the Canadian long-term bond market, covering approximately 250 marketable Canadian bonds with term to maturity greater than 10 years. Bonds are weighted on a market value basis, including accrued interest, and emulate "real world" bond portfolios. Bond categories include Federal, Provincial, Municipal and AA through BBB-rated corporate issuers. This index is calculated by Scotia Capital Markets Inc.

SCM Mid Term Bond Total Return Index is a specific measure of total return for the Canadian mid-term bond market, covering approximately 250 marketable Canadian bonds with term to maturity of 5 - 10 years. Bonds are weighted on a market value basis, including accrued interest, and emulate "real world" bond portfolios. Bond categories include Federal, Provincial, Municipal and AA through BBB-rated corporate issuers. This index is calculated by Scotia Capital Markets Inc.

SCM Mortgage Market Index assumes a 5 year term prior to December 1980 and a 3 year term thereafter to account for individual preferences for shorter term mortgages during the 1980s. The index assumes a 25 year amortization period. Month end yields are obtained from a representative sample of major Canadian Schedule A chartered banks. This index is calculated by Scotia Capital Markets Inc.

SCM Short Term Bond Total Return Index is a specific measure of total return for the Canadian short-term bond market, covering approximately 200 marketable Canadian bonds with term to maturity of 1 - 5 years. Bonds are weighted on a market value basis, including accrued interest, and emulate "real world" bond portfolios. Bond categories include Federal, Provincial, Municipal and AA through BBB-rated corporate issuers. This index is calculated by Scotia Capital Markets Inc.

SCM Universe Bond Total Return Index is a broad measure of total return for the Canadian bond market, covering approximately 700 marketable Canadian bonds with term to maturity of more than 1 year. Bonds are weighted on a market value basis, including accrued interest, and emulate "real world" bond portfolios. Bond categories include Federal, Provincial, Municipal and AA through BBB-rated corporate issuers. This index is calculated by Scotia Capital Markets Inc.

Salomon Corp Bonds - US is a Salomon index of long-term corporate, high grade industrial and utility bonds rated Aa or better with an average maturity of approximately 23 years. The bonds represented by this index involve investment risks, including default and loss of principal.

Salomon Corp Bonds - US ($CDN) is a Salomon index of long-term corporate, high grade industrial and utility bonds rated AA or better with an average maturity of approximately 23 years. The bonds represented by this index involve investment risks, including default and loss of principal. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

Salomon World Govt Bond is a Salomon index of bonds from 14 world government bond markets with maturities of at least 1 year. The bonds represented by this index involve investment risks, including default and loss of principal. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates. TSE (S&P) 60 Composite Index TSE 60 Stocks chosen by S&P. TSE 100 - Resources Index TSE 100 - Resources Index

TSE 100 Index is a benchmark used to measure the price performance of 100 of the largest capitalized and more liquid issues within the TSE 300 Composite Index. It is composed of four economic sectors: resource, consumer, industrial and interest sensitive.

TSE 300 Composite Index, introduced in 1977, is a broad market indicator that represents the 300 largest traded companies in Canada.

TSE 300 Total Return Index is a price weighted index of 300 of the largest, most widely held stocks traded on the Toronto Stock Exchange. The index is the sum of the current market price of the 300 stocks divided by a number that has been adjusted to take into account stock splits and changes in stock composition. The Total Return index also includes re-investment of dividends and capital gains.

TSE 35 Index is comprised of 35 of the largest and most liquid stocks listed in the TSE 100 Index. The Toronto 35 Index is reviewed annually, with stocks added or deleted based on a weighting formula that takes into account a predetermined number of shares multiplied by market price. To be included in the Index, a stock must rank in the TSE 100 Index and satisfy certain criteria in terms of quoted market value and previous 12-month performance.

TSE Communication & Media is a sub-index of the TSE 300.

TSE Conglomerates is a sub-index of the TSE 300.

TSE Consumer Products is a sub-index of the TSE 300

TSE Financial Services is a sub-index of the TSE 300.

TSE Gold & Precious Metals is a sub-index of the TSE 300.

TSE Industrial Products is a sub-index of the TSE 300

TSE Merchandising is a sub-index of the TSE 300.

TSE Metals & Minerals is a sub-index of the TSE 300

TSE Oil & Gas is a sub-index of the TSE 300

TSE Paper & Forest is a sub-index of the TSE 300

TSE Pipelines is a sub-index of the TSE 300

TSE Real Estate & Construction is a sub-index of the TSE 300

TSE Transport & Environment is a sub-index of the TSE 300

TSE Utilities is a sub-index of the TSE 300

U.S. 30-Day Treasury Bills is an index based upon the average monthly yield of 30-day Treasury Bills. Treasury Bills are secured by the full faith and credit of the U.S. Government and offer a fixed rate of return.

U.S. 30-Day Treasury Bills ($CDN) is an index based upon the average monthly yield of 30-day Treasury Bills. Treasury Bills are secured by the full faith and credit of the U.S. Government and offer a fixed rate of return. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

U.S. 91-Day Treasury Bills is an index based upon the average daily yield of 91-day U.S. Treasury Bills. Treasury Bills are secured by the full faith and credit of the United States Government and offer a fixed rate of return.

US 30-Day Money Market Yield Index is an index of money market funds based on 30-day yields. Money Market Mutual Funds are not FDIC insured and bear risk, including the loss of principal invested.

US 30-Day Money Market Yield Index ($CDN) is an index of money market funds based on 30-day yields. Money Market Mutual Funds are not FDIC insured and bear risk, including the loss of principal invested. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

Wilshire 5000 is an index of all listed and unlisted stocks weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested.

Wilshire 5000 ($CDN) is an index of all listed and unlisted stocks weighted by capitalization. The stocks represented by this index involve investment risks which may include the loss of principal invested. This index is tracked in U.S. Dollars and was converted from U.S. Dollars to Canadian Dollars using the historical exchange rates.

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