Mutual Funds

Thinking of making mutual funds part of your investment portfolio?

What are Mutual Funds?

Mutual funds can be an effective way to diversify your investments and help you reach your long-term financial goals – whether that’s your retirement or saving for your child’s education. The concept is simple: a group of investors pools its money together and a fund manager invests this money in return for a management fee. Every mutual fund unit represents an investment in a variety of securities that could include stocks, bonds, cash, gold certificates, etc.

Speak with a member of our Investment Team today to discuss how mutual funds can be part of your portfolio. If you would like to learn more about mutual funds, the Canadian Securities Administrators (CSA) have put together a detailed guide called ‘Understanding mutual funds’.

How much risk is involved in mutual fund investing?

There are different types of mutual funds and each type has a different level of risk and potential for earnings. Generally speaking, the more risk you are willing to assume, the greater your potential for earning a good return.

How do I purchase mutual funds?

Kindred provides members with access to a broad array of high quality mutual funds representing the full range of types and asset classes through Qtrade Asset Management Inc. (QAM). QAM provides full-service mutual fund dealer services to the customers of its financial institution partners across Canada.

Socially Responsible Mutual Funds

At Kindred, we focus on socially responsible mutual funds and offer a full range of investment solutions from a variety of leading companies including:

NEI Investments
CI Investments
Clarington Investments
Fidelity Investments

In addition to offering socially responsible mutual funds, Kindred is the first financial institution in Canada to have all of our GICs validated as socially responsible investments.

NEI Investments

NEI Investments is a leading provider of mutual funds and investment portfolios with a goal to make a positive difference – for investors, partners, and society. NEI offers Canada’s largest and most diversified range of Responsible Investment (RI) solutions. A variety of RI approaches are applied selectively by NEI’s proprietary ESG team across NEI's lineup of funds and portfolios, with solutions that carry the Responsible Screen (RS) designation automatically excluding investments in select categories and industries.

Visit neiinvestments.com to learn more.




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Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc. (“QAM”), Member MFDA. Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. (“CQSI”), Member of the Canadian Investor Protection Fund.

QAM and CQSI are subsidiaries of Aviso Wealth. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated.
 
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