They come in all major asset classes and offer you a world of possibilities to build your investment portfolio. Focused on risk management and capital growth, they allow your portfolio to weather market fluctuations while maintaining its return potential.
Each fund has its own volatility level. Depending on your objectives and your risk tolerance, you will be able to determine, with your advisor, whether the fund is a good fit for your investment portfolio.
To discuss your investment options, contact one of our advisors.
Equity Funds
| FDP Portfolio | Volatility |
|---|---|
| Canadian Equity |
 Average |
| Canadian Dividend Equity |
Average |
| US Equity |
Average |
| Global Equity |
Average |
| Emerging Market Equity |
 Average / High |
Balanced Funds
| FDP Portfolio | Volatility |
|---|---|
| Balanced Income |
 Low / Average |
| Balanced |
Low / Average |
| Balanced Growth |
Low / Average |
Fixed Income Funds
| FDP Portfolio | Volatility |
|---|---|
| Canadian Bond |
 Low |
| Municipal Bond |
Low |
| Global Fixed Income |
Low / Average |
1 Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services.
Note that the results shown are for information purposes only. Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The content of this document (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
A few important notions
Unstable market conditions could cause significant fluctuations in the returns of your portfolio.
When investing, think long term! Your investments will fluctuate on a daily basis, but it’s their long-term performance that really matters.
