High quality bonds of Canadian governments and corporations. The average term to maturity is between one to five years.
This fund is for investors who are seeking higher levels of current interest income compared to money market fund investments, who have a low tolerance for risk and wish to invest primarily in securities of companies that conduct themselves in a socially responsible manner.
High quality bonds of Canadian governments and corporations. Average term to maturity is five to twelve years.
This fund is for investors who are seeking higher levels of current interest income compared to money market fund investments, who have a low tolerance for risk and aim to invest primarily in securities of companies that conduct themselves in a socially responsible manner.
Common shares of Canadian and foreign (maximum of 40% may be invested in non-Canadian securities).
This fund is for investors who are seeking exposure to investments in quality, primarily Canadian, growth companies, who have a medium tolerance for risk and wish to invest primarily in securities of companies that conduct themselves in a socially responsible manner.
¹Rates of return assume reinvestment of all distributions, after deduction of fees.
²Three-month and YTD rates of return are a simple return on investment (not annualized).
³Annualized returns.
*The Management Expense Ratio is described in the prospectus and is updated on a semi-annual basis. The MER data for comparable funds is from Morningstar, which is updated on an annual basis and may have additional fees or charges.
Management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or Fund Facts document before investing. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charge or income taxes payable by any unitholder that would have reduced turns. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated.
Fund returns contained on this page are based in part on information provided by third parties. Encasa Financial has taken reasonable steps to ensure their accuracy however fund returns have not been validated in whole and may be subject to change.
Encasa Financial is the program administrator, fund manager and portfolio manager of the Encasa Funds. Worldsource Financial Management Inc. is the distributor of the units of the Encasa Funds. Please visit www.worldsourcefinancial.com for further details.
