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Your Investment Building Blocks
You have the option of choosing from a mix of funds that will help you reach your goals. First, understand what each fund is designed to achieve. Then consider how it can help you attain your objectives:
Short-term Cash Investments for Safety
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For investors whose primary objectives are preservation of capital and easy access to their funds.
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Conservative risk level.
- Example: Emerald Short Term Investment Fund.
Fixed-Income Investments for Regular Income
- For investors whose primary objectives are regular interest income and a degree of capital growth.
- Moderate risk level
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Example: Emerald Canadian Bond Fund.
Equity Investments for Growth
- For investors whose primary objectives are long-term capital growth and inflation protection.
- Moderate to aggressive risk level.
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Example: Emerald Canadian Equity Fund.
Global Investments for Added Diversification
- For investors whose primary objectives are long-term capital growth and enhanced diversification.
- Moderate to aggressive risk level.
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Example: Emerald U.S. Market Fund/Emerald International Equity Fund/Emerald Global Government Bond Fund.
Balanced Investments for Convenience
- For investors whose primary objectives are regular interest income along with capital growth potential.
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Moderate risk level.
- Example: Emerald Balanced Fund.
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Investors should be prepared to hold riskier investments longer. This increases the potential for higher returns in the long term.
The successful retirement portfolio is a diversified
portfolio—it consists of a mix of funds that is most appropriate for you.
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