Mutual Funds

Mutual funds provide professional expertise and built-in diversification.

Simply put, a mutual fund pools money from a group of like-minded investors to invest in a portfolio of stocks, bonds or other securities that is managed by experts.  Typically, a mutual fund will hold dozens of individual stocks, bonds or other investments – more than any single investor could follow closely without a great deal of time and effort. For the average investor, mutual funds can be a smart and cost-effective way to invest; our Credential® Investment Specialists can help determine if they are right for you.

Why you should consider Mutual Funds

Diversification

Have you heard the saying: “Don’t put all of your eggs in one basket.”?  Well, that’s exactly what diversification means.  By investing in a mix of investments and asset classes, the goal of diversification is to reduce the risk of your portfolio.   You can minimize the effect of poor performing stocks and investments, while taking advantage of the earning potential of the rest!

Professional Investment Managers

Mutual funds are managed by full-time professional money managers who decide where to invest the money in the fund as well as when to buy and sell investments. These managers have the expertise and technology resources needed to research companies and analyze market information before making investment decisions. For those who have neither the time nor the expertise to oversee their investments, this can potentially be invaluable.

Wide Variety of Choice

You can invest in mutual funds to meet a wide variety of financial goals; each fund has a written investment objective that helps you decide if it fits into your overall financial picture. There is a mutual fund to suit almost any investment time frame, level of knowledge and risk tolerance!  Our Credential® Investment Specialists can help you decide which investments will best meet financial goals.  Choices include:

  • Fixed Income & Money Market
  • Balanced (combination of equity and fixed income)
  • Equity (Canadian Equity, US Equity, Global Equity, Regional Equity)
  • Index Funds
  • Specialty Funds
  • Managed Assets (risk managed portfolios)

Investing made simple and easy

  • Simplified investment tracking.  When you invest in mutual funds, much of your paperwork and record keeping is done for you.
  • Easy access to your money! You can sell your funds almost anytime you need access to your money!

Weyburn Credit Union can help!

Local Experts

We have local professionals, supported by industry designations and credentials, who can provide the investment guidance and advice you need to achieve your financial goals - right in your local community.  Click here to meet our Local Experts and find out more about the service they provide!

Trusted Products

At Weyburn Credit Union, we aren't limited by proprietary products.  Through our partnership with Credential Asset Management Inc. and Credential Securities, we have access to best-in-class mutual fund and investment companies - names you know and trust like AGF, Franklin Templeton, AIM Trimark, Mackenzie and more! In fact, we have access to thousands of mutual funds in Canada alone!  Weyburn Credit Union gives you access to a wide range of investment solutions with the advice you need to diversify your investment portfolio and achieve your financial objectives!

*Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. 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 securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
 

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