Mutual Funds

Freedom 55 Financial’s exclusive mutual fund dealer, Quadrus Investment Services Ltd.™, gives you access to a long-term investment solution: mutual funds. A significant component of most investment portfolios, mutual funds may fit into your financial security plan.

Mutual funds allow individuals to pool their savings in a portfolio of investments managed by professional money managers. Because of the large amount of money in the pool, mutual funds can diversify a portfolio more widely than individuals may be able to when investing on their own.

Features and Benefits

Mutual funds offer a number of features and benefits, including:

Liquidity – Mutual fund units may generally be redeemed at any time. The redemption value will depend on the unit value on the day of redemption and may be lower or higher than the purchase price.

Diversification – While an investment in a single company or industry exposes an investor to the ups and downs of that company or industry, mutual funds allow investors to diversify their portfolios among many different companies and industries within Canada and across the world. Through a selection of funds managed by different fund managers, investors may also benefit from diversity of investment style.

Returns – Mutual funds offer the potential for higher returns compared to guaranteed investment certificates (GICs) and deferred annuities. However, mutual funds also carry more risk.

Professional management – Unit holders benefit from the expertise of professional managers who have training and experience in the investment field. Fund managers continually research and monitor markets, trends and the companies in which they invest to maintain proper diversification, and to maximize returns consistent with the fund’s objectives.

Cost-effectiveness – Mutual funds are one of the most cost-effective ways to own a diversified, professionally managed portfolio. Mutual funds allow you to invest in several different companies at a fraction of the cost of buying individual units of each of the companies in similar proportions to the mutual fund.

A Quadrus investment representative has received industry-sponsored training and has access to unique investment approaches to ensure your goals fit your financial security plan.

Investment Managers

With Quadrus, you have access to competitive mutual fund solutions. We team up with some of the world’s largest and most experienced investment management companies through Quadrus Group of Funds.

The breadth of our mutual fund offering allows a Quadrus investment representative to build a portfolio tailored to your specific financial security needs and goals.

Other Fund Managers

When you work with a Quadrus investment representative, you have access to mutual funds outside the Quadrus fund family.

Funds

Take a look at a complete list of Quadrus Group of Funds and their investment managers.

Make your investment decisions wisely. Important information about the Quadrus Group of Funds and other mutual funds is found in the funds’ simplified prospectus. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.