Mutual funds make global markets accessible to every investor.
The mutual fund portfolio is a pool of investments created from the fund manager's investment decisions, which are held in trust on behalf of the individual investors.
We break down the benefits of these professionally managed solutions.
Professional managementWith mutual funds, a professional money manager is responsible for investment decisions of the pool. Rather than having to research every investment before deciding to buy or sell, you have a professional money manager there to manage it for you.
Access to marketsMutual funds make global markets accessible to every investor, opening up the opportunity to participate in capital markets across the globe.
DiversificationMutual funds in general can hold many different investments, offering a level of diversification often only achieved with larger portfolios. Because mutual funds invest in a variety of equities, bonds and other holdings, investors can create a balanced and diversified investment portfolio with a relatively modest amount of money.
Lower costsEconomies of scale make mutual funds a cost-effective investment option. You share costs with other investors such as individual transaction and management fees.
LiquidityMutual funds are considered liquid investments because you can usually redeem your units as the need arises and have your money available within two business days. You receive the price based on the unit value at the end of the day you sell.
Your advisor can help you build your portfolio, ensuring the funds you choose fit your investor profile, risk tolerance and investment objectives.