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.

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.

Already hold mutual funds with Qtrade Asset Management Inc.? Click here to login to your Qtrade Asset Management account and view your Online Client Statement.

Socially Responsible Investing

At Kindred, we focus on socially responsible investing (SRI), featuring NEI Investments, and offer mutual funds from a variety of leading companies including:

NEI Investments
CI Investments
Clarington Investments
Fidelity Investments

In particular, we offer a full range of investment solutions from NEI Investments, including Responsible Investment (RI) solutions that cover all major asset classes, investment styles and geographic regions. 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. Speak with a member of our Investment Team today to discuss how mutual funds could 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’.

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NEI Investments

NEI Investments is a leading provider of mutual funds and investment portfolios. NEI offers Canada’s largest and most diversified range of Responsible Investment (RI) solutions. NEI’s goal is to make a positive difference – for investors, partners, and society. Visit neiinvestments.com to learn more.

NEI is a fully Canadian company, and wholly-owned subsidiary of Aviso Wealth Inc., which is owned 50% by Desjardins Financial Holdings Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited. Combined, Aviso Wealth Management has nearly $60 Billion in Assets Under Management and Administration as at August 31, 2018. This strategic partnership has created a national investment firm that today manages over $6 billion in investor assets. 




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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