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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
SHM returned +3.8% over the past year, broadly in line with flat market conditions.Cost Efficiency
Ongoing charge of 0.20% — competitive for the exposure provided.What is SHM?
The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Sub-Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is a rules-based, market-capitalization weighted index engineered for the tax-exempt bond market.
Performance Highlights
Investment Breakdown
How would SHM affect your portfolio?
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