Segregated Funds

Segregated funds are a type of investment made up of equities, bonds or money market securities. They are similar to mutual funds, but they have a major advantage: They offer guarantees that protect the amounts invested against market downturns.

To maintain investor interest, segregated fund assets are managed separately from those of the company, thus the designation “segregated funds”

How do segregated funds work?

In a nutshell, a segregated fund is a pool of money spread across different investments. It’s managed by experts and helps you diversify your savings and protect them from dips in the market. Depending on how much you’re looking to invest, there’s a broad range of series choices with different fee designs.

Speak to us today to find out what is the right fit for you!