• In selecting mutual funds, we believe that we are hiring an investment manager to perform a specific job within a diversified portfolio, over the long term. As a result, our recommendations are based on more than just statistical rankings.
  
  
• Our research seeks to place the fund's historical attributes within the context of the fund's investment objectives and management style as well as the fund manager's investment process and discipline. This process involves numerous meetings with portfolio managers in which we address various issues ranging from buy and sell criteria to risk control.
  
  
• We strive for a complete picture of the fund manager, the strategy, available resources and the risks inherent in the fund. Using all of this information, we narrow down a group of funds within different asset categories, at varying degrees of risk, for inclusion on our Recommended List.
  
  
• The end result of our analytical process is our detailed research. Among the most comprehensive mutual fund research series available today, Mutual Objectives provides in-depth coverage of some of Canada's leading funds. Everything you need to know is considered, including performance, risk, investment management and style.
  

At ScotiaMcLeod, we believe that much of the investing battle is won with knowledge. But this knowledge is most effective when tailored to individual financial goals. Your ScotiaMcLeod advisor can help you achieve your financial goals and simplify mutual fund investing by providing you with the most comprehensive research.

For investors who would like a deeper understanding of the reports, we've developed a Reference Guide to Mutual Objectives. This guide is a quick reference to the various measures used throughout our research.

The information contained on this website is for use by persons resident in Canada only.