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Simplii™ Invest Mutual Fund Accounts
We make it simple to invest
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. Just fill in our online questionnaire and we'll match you with an account that's well suited to your goals.ⓘ
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.
Find your portfolio match
Conservative Income
Pursue interest income while reducing the risk of loss of capital
⬤ 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
⬤ 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
⬤ 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
⬤ 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
⬤ 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
⬤ 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
⬤ 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
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.
Give your child a head start. Mutual fund accounts may help you save for their post-secondary education.
Do more with your money by holding it in your TFSA. Pay no tax on your earnings or on any withdrawals.ⓘ
