Mutual funds

Mutual funds are an effective way to reach your financial goals. And, at any time, a Co-operators Mutual Fund Investment Specialist can offer personalized advice around finding the right funds for your situation, your time horizon, and your risk capacity – whether it’s more conservative or more aggressive.

What we offer

Through Co-operators Financial Investment Services Inc., you have access to mutual funds from various asset classes: fixed-income funds (lower risk), which focus on preserving capital and providing steady income over the long-term; balanced funds (medium risk), which generate capital growth and income for investors; and equity funds (higher risk), which invest in the stock market for capital growth and potentially higher reward. Our solutions include:

Co-operators Sustainable Investment Solutions

With Co-operators Sustainable Investment Solutions, you can invest in a way that drives positive outcomes: achieving your financial goals, while actively addressing some of the biggest issues facing our communities and the planet. Integrating environmental, social and governance (ESG) factors, and a focus on impact investing, the five portfolios include funds managed by Addenda Capital – a leader in sustainable investing, and our own asset manager – and are available exclusively through a Co-operators Mutual Fund Investment Specialist. Complete the Investment Profile Questionnaire to determine which portfolio is best for you.

A selection of third-party mutual funds

We make it easy to access a range of quality funds – including sustainable investment options – from some of Canada’s leading fund managers: Addenda Capital, AGF, CI Investments, Dynamic Funds, Fidelity Canada, Franklin Templeton, Invesco Canada, Mackenzie Investments, NEI Investments, and SEI.

What else you should know

Many mutual funds offer low minimum-investment amounts as well as the ability to make regular, pre-authorized contributions. As your financial circumstances and needs change, so can the selection of mutual funds you invest in.

Not sure if mutual funds are right for you? Here’s a guide to help you get a better understanding of the benefits, including diversification, professional management and more.

Ready to invest in mutual funds, but not sure who to partner with? Here's why it makes sense to invest with Co-operators.