Mutual Funds pool the investments of many individuals together into one big fund. Professional investment managers invest the money following an investment policy established for that particular fund. These include bond funds, equity funds, and treasury bills funds. A mutual fund portfolio can be designed to suit all or part of the individual’s investment objectives.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. It is also very important to read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated. It is recommended that you speak with your adviser before investing.
Monarch Wealth is the dealer of our mutual fund offerings. Thus, we have available for our clients more than 3,000 mutual funds and a whole host of managed products.
Since Monarch Wealth do not manufacture and promote in-house funds, we have the freedom to recommend mutual funds that perfectly meet our clients' financial needs and expectations without pressure.
We have available all of the funds approved for sale in Canada and which have been carefully analyzed and approved by Monarch Wealth Compliance Department. The funds from all major mutual fund companies in Canada are accessible.
This information is generic and does not constitute financial advice. You should consult us before purchasing. Ektos Financial offers a selection of Insurance and Investment solutions that may fit your P.A.C.T plan. Contact us for more information.