Co-operators SRI Moderate Port VP

 (MUTF_CA:COOP_SRI_MODE_1YOZ3DU)   Watch this mutual fund  
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Performance

Trailing returns

1 day   -  
1 week   -  
4 week   +0.37%
   
3 month   +2.99%
   
YTD   +1.57%
   
1 year   +0.80%
   
3 years*   +2.17%
   
5 years*   -  
*annualized
Best 3 month return+17.31%  
Worst 3 month return-9.31%  

Morningstar statistics

Morningstar category: Canadian Neutral Balanced
  Return Risk Rating
3 years Low High
5 years     -     - -
10 years     -     - -
Overall Low High

Key statistics

Total assets3.98M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee-  
Fund familyCo-operators Life Insurance Company 

Purchase information

InitialCA$250  
AdditionalCA$250  
IRA InitialCA$250  
AIP InitialCA$25  
AIP AdditionalCA$25  
129.94-0.52(-0.40%)
Dec 3, 4:30PM EST Overall Morningstar RatingTM

Description

This portfolio fund is designed to provide a combination of income and long-term growth of capital by investing in a mix of equities of small, medium and large sized Canadian and foreign corporations, bonds, and income trusts that fit the Underlying Funds’ concept of social values. Social criteria upon which companies are evaluated include excellence in environmental management, positive labour practices, involvement in promoting human rights in other countries, and the avoidance of nuclear power, weapons, alcohol, tobacco or gambling as major sources of revenue.
Asset managers:
Hugh McCauley (Started: Jan 2, 2009)
Warren Fenton (Started: Jan 2, 2009)
David G. Stonehouse (Started: Jan 2, 2009)
Martin Grosskopf (Started: Jan 2, 2009)
Spencer Mellish (Started: Jan 2, 2009)
Advisor Company:
Acuity Investment Management Inc
1920 College Avenue
306 347 6810 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -6.63 -7.51     -     -
Beta* 1.46 1.44     -     -
Mean annual return 0.08 0.21     -     -
R-squared* 92.62 82.13     -     -
Standard deviation 6.30 8.29     -     -
Sharpe ratio 0.01 0.21     -     -
* Against standard index