Mutual Funds:
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Mutual Funds
When you invest in a mutual fund, you are pooling your money with many other investors. A professional fund manager invests that pool of money in a wide range of individual investments that meet the fund’s specific objectives. You own ‘units’ in the fund, and each unit represents an equal share of the total assets of the fund.
Each mutual fund has a set of guidelines that governs the type of investments the fund manager can make, and the countries that can be invested in. The fund’s simplified prospectus gives you the details plus information about the risks involved, whether the fund will earn interest, dividends or capital gains, and the length of time you should be prepared to leave your money invested. All this helps you to choose a mutual fund that fits your needs and your approach to investing.
1,200 different mutual funds are offered through Credential Asset Management Inc. including socially responsible and labour-sponsored funds.
Credential Asset Management Inc. is a mutual fund dealer offering credit union members a full selection of mutual funds.
Credential® Asset Management is part of Credential Financial Inc., the national wealth management provider founded by the Canadian credit union system. Credential Asset Management has relationships with over 380 credit unions throughout Canada, and more than 2,700 representatives.
You’ll find top quality mutual funds with names you'll recognize:
- AIM Trimark Investments
- AGF Funds Inc
- Dynamic Funds
- Fidelity Investments
- Franklin Templeton Investments
- CI Investments Inc
- Mackenzie Financial
- Morningstar Canada
- NEI Investments
- Credential® Select Portfolio Funds
- TD Mutual Funds
With more than 4,000 mutual funds available to Canadian investors, it's not easy separating the winners from the underperformers. That's why a team of investment analysts at Credential® has developed a proprietary selection process to assess these funds for you. The resulting Credential Platinum List of 40 best funds has been selected for their potential to outperform their peers over the long run. When you buy any of the Credential Platinum List Funds, you can invest with confidence.
Start building your investment portfolio with top quality funds available through Credential Asset Management. Stop by your branch and ask for information.
 
Mutual Funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence. ®The Ethical Funds Company and Ethical Funds are registered marks owned by Ethical Funds Inc. and are used under licence. Ethical Funds® are available to residents of Canada only.
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