Our Funds
Building a portfolio doesn't need to be complicated, which is why our lineup is clean and simple. We offer eight funds that cover the waterfront.
Building a portfolio doesn't need to be complicated. We offer eight funds that cover the waterfront.
Savings Fund
A place to park your money
Income Fund
A steady source of income
Founders Fund
A balanced mix of stocks and bonds
Builders Fund
A one-stop solution for growth-oriented investors
Equity Fund
North American-focused stocks to grow your wealth
Global Equity Fund
The scope to go anywhere in the world
Small-Cap Equity Fund
Small companies with big potential
Global Small-Cap Equity Fund
Global small companies with big potential
All posted fund returns are after all fees and before fee reductions. YTD as at most recent data. Learn about our fee structure