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Mutual funds for diverse and steady investments.

What is a mutual fund?

A mutual fund is a pool of combined savings that’s invested by a Portfolio Manager. When you contribute to a mutual fund, you get the benefits of investing and growing your savings with the peace of mind of knowing your money is diversified and professionally managed.


Contribute money to the mutual fund of your choosing. Your money will be pooled with that of other contributors.


A professional portfolio manager will invest the funds into a diverse portfolio of stocks, bonds or other securities, depending on the mutual fund's investment goals.


Your investment will go up or down depending on the performance of investments in the fund’s portfolio. This will all be overseen by the Portfolio Manager.

Diversification matters.

Investment values fluctuate over time. Having all your money in one place can be risky, because when these changes occur, the value of your entire investment goes up and down. Diversifying your investments means putting your money in several different investments to reduce this risk. 

Mutual funds are a great way to diversify. They’re automatically diversified because their portfolios include a variety of investments. And as an investor, you can buy many different funds, diversifying your investments even further. 

Source: The Investment Fund Institute of Canada

Ethical Funds®

If you’re like a growing number of Canadians who want to ensure their investments are made responsibly, an Ethical Fund is a great choice. Ethical Funds® is Canada's most comprehensive family of socially-responsible mutual funds. They believe companies that combine strong financial performance with environmental, social and governance practices have the greatest potential to improve corporate performance, identify and manage risks, and ultimately, deliver better, more sustainable returns.

Ask your Credential Asset Management Inc. Mutual Funds Investment Specialist about setting up a plan with Ethical Funds.

​Ready to invest with us? The feeling is mutual.

Get in touch to start planning your investments.