Volatility is temporary. Strategy lasts a lifetime.
Volatility takes a toll, both in terms of investor psychology and behaviour. You can’t eliminate it, but you can recommend investments designed to reduce its impact.
Your clients have options:
Each with the simplicity of a single ticket.
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1 Each portfolio invests primarily in a carefully selected mix of ETFs as well as mutual funds. The strategic mix and tactical allocation of each fund is actively managed.
2 MFS Investment Management Canada Limited is the portfolio sub-advisor for the Fund. MFS’ parent company in the United States was founded in 1924.
Commissions and trailing commissions are not payable on Series F units of the Funds but management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Investors may pay a fee-based account fee that is negotiated and payable by you to your registered dealer. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.