Who is this for?
Anyone set on building their savings may be interested in investing in mutual funds. Investing in mutual funds can be a wise investment decision for just about any timeline – from young people who have the time to allow their investments to grow to retirees looking to draw income from their investments.
Investing in mutual funds involves placing your money in a larger pool of funds managed by a group of professional money managers. By doing this, you can more effectively diversify your investment portfolio than you may be able to do when making your own investment decisions.
How will this help me?
There are several advantages to investing in mutual funds. First, it’s a straightforward way to build a diversified investment plan. Through Quadrus Investment Services Ltd., you can access a spectrum of planning choices that can help you reach your investment objectives.
Second, it can offer a flexible way to invest your money – an investment representative can work with you to figure out your tolerance for risk and your unique investment goals. By doing so, your investment representative can help you tailor your mutual fund investments to your financial outlook, thereby putting you in control. Your selection of mutual funds can then be updated as your financial circumstances evolve over time.
Rates and fund performance
What else do I need to know?
Funds when you need them
Unlike many other types of investments, mutual fund units can be “cashed out” at just about any time. Just remember that, when you go to withdraw money from your mutual fund, the amount available will depend on the fund unit’s value on that day.*
Bringing diversity to your portfolio
For many Canadians, choosing a single company or industry to invest in is a daunting idea. Mutual funds can help alleviate this concern by allowing you to diversify your portfolios and invest in many different companies and industries.
If you’re nervous about investing, mutual funds may be the way to go. It’s a cost-effective way to build a diversified investment portfolio consisting of equities, bonds and other securities – all of which are overseen by a team of expert money managers.
You benefit from the expertise of professional money managers who have training and experience in the investment field.
The Quadrus Group of Funds™, distributed through Quadrus Investment Services Ltd., has a prominent team of investment managers who continually research and monitor markets, trends and the companies in which they invest on your behalf.
Important information about mutual funds is found in the Fund Facts.
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.
Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. Used with permission.
* The load structure used to purchase the fund will also determine if there are any redemption fees charged when redeeming. The redemption value will depend on the load structure of the purchase and the unit value on the day of redemption, which may be lower or higher than the purchase price.
Connect with an advisor
Working with a financial security advisor can provide you with the tools and expertise you need to plan for the future.