Investing

Ethical Funds®

The Ethical Funds Company®

Canada’s First Family of Socially Responsible Mutual Funds+ Offered through Credential Asset Management Inc.

SOCIALLY RESPONSIBLE INVESTING

Socially responsible investors believe that you can make money while making a difference.

They care about where their money goes. They want a secure financial future, but not at any cost. They avoid industries that contradict their core values, and they support companies that treat employees and communities fairly, and that respect the environment.

With the family of socially responsible Ethical Funds®, you can save for your future with investments that stand for corporate social responsibility and a brighter future for everyone. You have a choice.

THE FAMILY OF ETHICAL FUNDS

Canadian Income
Ethical® Income Fund
Canadian Balanced

  • Ethical Monthly Income Fund
  • Ethical Balanced Fund

Canadian Equity

  • Ethical Canadian Dividend Fund
  • Ethical Canadian Index Fund
  • Ethical Growth Fund®
  • Ethical Special Equity Fund
  • Ethical Canadian Stock Fund

Foreign Equity

  • Ethical American Multi-Strategy Fund
  • Ethical Global Equity Fund
  • Ethical International Equity Fund
  • Ethical Global Dividend Fund

Strategic Asset Allocation

  • Ethical Advantage 2010 Fund
  • Ethical Advantage 2015 Fund
  • Ethical Advantage 2020 Fund
  • Ethical Advantage 2030 Fund
  • Ethical Advantage 2040 Fund
ETHICAL FUNDS ACCOUNT TYPES & SERVICES

Non-Registered Account
A “cash” or open account

Retirement Savings Plan
Registered Retirement Savings Plan (RRSP)

Education Savings Plan
Registered Education Savings Plan (RESP)

Group Retirement Plan
Group RRSP

Contribution & Withdrawal Plans
Pre-authorized Contribution Plan (PAC) and Systematic
Withdrawal Plan (SWP)

Retirement Income Options
Registered Retirement Income Fund (RRIF) and other options such as LRIF or LIF.

For more information on Ethical Funds® visit a Credential Asset Management Inc. Mutual Funds Investment Specialist at your nearest branch, or access the Ethical Funds website at www.ethicalfunds.com
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+Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

®Credential is a registered mark of Credential Financial Inc. and is used under licence.

®Ethical, The Ethical Funds Company, Ethical Funds and Ethical Growth Fund are registered marks of Northwest & Ethical Investments L.P. and are used under licence.


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