Mutual Funds and Segregated Funds are professionally managed portfolios that pool investors money together to purchase a variety of investments (mainly stocks and bonds). These pooled funds allow investors to maintain a well diversified portfolio throughout a variety of sectors and geographic regions which is an important part of creating opportunity and managing risk. The saying “don’t put all your eggs in one basket” personifies this concept. The fund’s pool of stocks and bonds generates income in the form of capital gains, dividends and interest which are then reinvested in the fund. We invite you to watch the video below to learn more about mutual funds and their benefits.
Newsletter Q1 2023
Download the PDF Advisor Commentary Investors had lots to cheer by the end of Q1 as stocks rallied, bond yields fell, central bank hiking slowed