Mutual Funds

A Mutual Fund is a portfolio of investments that can include stocks, bonds, equities and other funds, that's managed by a professional money manager on behalf of a group of investors. 

Benefits

  • higher potential returns; mutual funds help diversify risk and can frequently generate greater returns than most deposit accounts or other savings vehicles; neither the returns nor the monies invested in mutual funds, are guaranteed
  • accessibility; redeem part or all of your mutual fund when you need it
  • socially responsible investing (SRI) lets you make investment choices that reflect and support your values
  • diversification; when you buy mutual funds, you're investing in a wide variety of companies and industries and you can also invest in a number of assets such as equities, corporate and government bonds and cash reserves

To learn more, please contact a Credential Asset Management Inc. advisor at ACU. We draw upon our solid understanding of the financial markets, to put together a financial strategy and investment plan that is tailored to your individual goals, objectives and risk tolerance. 

Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed  and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performances may not be repeated.

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

 

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