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Fees

We charge a reasonable fee for our services. While our fees are well below their category averages, we don’t see ourselves as heroes. It's our belief that investment fees in Canada have become bloated and have plenty of room to come down.

One Simple Fee

Each Steadyhand fund charges One Simple Fee, which is a fixed fee that includes the fee for our services as manager and all of the fund's operating expenses. In essence, this fee is the same as an MER. The exception being that in our case, you know what the fee is in advance, before you invest. The table below lists each fund’s One Simple Fee along with its category average MER.

Steadyhand Fund	One Simple Fee	Category Average MER*
Savings Fund	0.65%	0.82%
Income Fund	1.04%	2.16%
Founders Fund	1.34%	2.42%
Equity Fund	1.42%	2.69%
Global Equity Fund	1.78%	2.70%
Small-Cap Equity Fund	1.78%	2.66%

*Source: globefund.com (as of December 31, 2012)

Fee Reduction Program

In addition to our low base fees, we offer a reduction of each fund’s One Simple Fee based on the size of your accounts with Steadyhand and your tenure with the firm. Fee reductions are made in the form of special distributions of additional fund units.

Our Fee Reduction Program is designed to reward investors who have entrusted significant assets with Steadyhand, as well as long-standing investors in our funds.

Assets Invested With Steadyhand	Discount on One Simple Fee
On the first $100,000	0%
On the next $150,000 (amounts between $100,000 - $250,000)	20%
On the next $250,000 (amounts between $250,000 - $500,000	30%
On the amount above $500,000	40%

Tenure With Steadyhand	Additional Discount on Your Total Fee
0 - 5 Years	0%
5 - 10 Years	7%
10+ Years	14%

Fee discounts are calculated based on your total consolidated household assets in accounts held directly with Steadyhand, and are applied to each fund in which you own units.

Try our Fee Calculator to see exactly how you can benefit from the Steadyhand Fee Reduction Program.