Grow your money with automatic deposits

Rest easy knowing you’re investing in a diversified group of funds at a risk level you’re comfortable with. All our mutual fund accounts are managed by professionals. It’s easy to get started. 

 

Low fees make the difference

When it comes to investing for the future, every little bit counts. Our management fee discount passes the savings back to you. We keep the fees low so you can grow your investments faster. Plus, there are no hidden fees.

We’re not afraid to talk about the numbers. Tell me more about mutual fund fees.

Conservative Income

Pursue interest income while reducing the risk of loss of capital

Doughnut chart showing the types of fund accounts in the Conservative Income portfolio. Savings 15 percent, income 80 percent, growth 5 percent.

  Savings 15%
  Income 80%
  Growth 5%

1 year 3 years 5 years
$10,214 $10,325 $10,791

Annualized return with a starting balance of $10,000 CA.
Portfolio performance data as of February 28, 2019.

Weighted average Management Expense Ratio (MER) 0.95% annually

Income

Pursue high income, with a goal to preserve your investment and a small focus on growth

Doughnut chart showing the types of fund accounts in the Income portfolio. Savings 5 percent, income 75 percent, growth 20 percent.

  Savings 5%
  Income 75%
  Growth 20%

1 year 3 years 5 years
$10,223 $10,769 $11,414

Annualized return with a starting balance of $10,000 CA.
Portfolio performance data as of February 28, 2019.

Weighted average Management Expense Ratio (MER) 1.03% annually

Income Plus

Focus on high income and long-term growth, with a goal to preserve some of your investment

Doughnut chart showing the types of fund accounts in the Income Plus portfolio. Savings 3 percent, income 62 percent, growth 35 percent.

  Savings 3%
  Income 62%
  Growth 35%

1 year 3 years 5 years
$10,230 $11,254 $12,004

Annualized return with a starting balance of $10,000 CA.
Portfolio performance data as of February 28, 2019.

Weighted average Management Expense Ratio (MER) 1.05% annually

Balanced

Equal focus on high income and long-term investment growth

Doughnut chart showing the types of fund accounts in the Balanced portfolio. Savings 0 percent, income 50 percent, growth 50 percent.

  Savings 0%
  Income 50%
  Growth 50%

1 year 3 years 5 years
$10,254 $11,755 $12,610

Annualized return with a starting balance of $10,000 CA.
Portfolio performance data as of February 28, 2019.

Weighted average Management Expense Ratio (MER) 1.09% annually

Balanced Growth

Focus on long-term investment growth, while pursuing high income

Doughnut chart showing the types of fund accounts in the Balanced Growth portfolio. Savings 0 percent, income 35 percent, growth 65 percent.

  Savings 0%
  Income 35%
  Growth 65%

1 year 3 years 5 years
$10,204 $12,297 $13,239

Annualized return with a starting balance of $10,000 CA.
Portfolio performance data as of February 28, 2019.

Weighted average Management Expense Ratio (MER) 1.11% annually

Growth

Focus on long-term growth, with a goal to pursue high income

Doughnut chart showing the types of fund accounts in the Growth portfolio. Savings 0 percent, income 20 percent, growth 80 percent.

  Savings 0%
  Income 20%
  Growth 80%

1 year 3 years 5 years
$10,214 $12,804 $13,782

Annualized return with a starting balance of $10,000 CA.
Portfolio performance data as of February 28, 2019.

Weighted average Management Expense Ratio (MER) 1.11% annually

Aggressive Growth

Driven by long-term investment growth with some focus on income

Doughnut chart showing the types of fund accounts in the Aggressive Growth portfolio. Savings 0 percent, income 10 percent, growth 90 percent.

  Savings 0%
  Income 10%
  Growth 90%

1 year 3 years 5 years
$10,137 $13,107 $14,258

Annualized return with a starting balance of $10,000 CA.
Portfolio performance data as of February 28, 2019.

Weighted average Management Expense Ratio (MER) 1.12% annually

Ready to start investing?

Explore more ways to invest

Don't let money worries stop you from enjoying your post-work life. Mutual fund accounts may help you build your retirement savings faster.

Tell me more about RRSPs

Give your child a head start. Mutual fund accounts may help you save for their post-secondary education.

Tell me more about RESPs

Do more with your money by holding it in your TFSA. Pay no tax on your earnings or on any withdrawals. 

Tell me more about TFSAs

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