Our Funds
Building a portfolio doesn't need to be complicated, which is why our lineup is clean and simple.
Building a portfolio doesn't need to be complicated.
Active Conservative Fund
Global diversification with a tilt towards bonds
Now AvailableActive Balanced Fund
A balanced global mix of stocks and bonds
Now AvailableActive Growth Fund
A growth-focused global mix, heavily weighted toward stocks
Now AvailableSavings 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
Global High Income Fund
Macro-focused, globally diversified equity income. Coming soon
Coming SoonActive Equity Fund
All-stock exposure, anywhere in the world. Coming soon
Coming SoonLongevity Pension Fund
Built to turn retirement savings into income for life. Coming soon
Coming SoonAll posted fund returns are after all fees and before fee reductions. YTD as at most recent data. Learn about our fee structure
Fees for the Active Conservative, Balanced, and Growth Funds are management fees. One Simple Fee (FER) may be higher than the management fee once the Trading Expense Ratio (TER) is included. TER and FER will be available after the fund’s first year.
Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Investment fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer.