Mutual funds

Take the guesswork out of investing. Connect with us to grow your wealth with mutual funds.

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Meet the straightforward way to invest

Mutual funds are professionally managed funds that make growing your wealth easier. When you invest in them, your money is pooled with the contributions of other investors and get invested in a larger fund made up of different investments. This allows you to own a mix of investments to help manage risk and encourage greater returns on your money.

Benefits of mutual funds

Professionally managed

Our expert fund managers monitor your investments and help keep them on track so you can meet your financial goals.

Diversification

When you invest in mutual funds, your money is invested across different products, sectors and geographies to reduce your investing risk.

Funds for every investor

At Co-operators, we’ll work with you to find the right fund for your goals and risk tolerance.

Our mutual funds solutions

When you invest with Co-operators, you get access to mutual funds from various asset classes:

  • Lower risk fixed-income funds, which focus on preserving capital and providing steady income over the long-term
  • Medium risk balanced funds, which generate capital growth and income for investors
  • Higher risk equity funds, which invest in the stock market for capital growth and potentially higher reward

Take a closer look at our solutions

Co-operators Sustainable Investment Solutions
Invest in a way that maximizes returns without compromising on what matters to you. We offer five portfolios that focus on impact investing and integrate environmental, social and governance (ESG) factors.
Third-party mutual funds
We offer a wide selection of quality funds from some of Canada’s leading fund managers.

Meet the fund managers we partner with

Co-operators Financial Investment Services (CFIS) offers high-quality investment products through some of Canada’s top fund managers.

Addenda has a strong reputation for managing insurance, pension and high net worth clients. They’re recognized for their commitment to sustainable and impact investing, and for incorporating environmental, social and corporate governance issues.

Co-operators Financial Services Limited has a majority interest in Addenda.

AGF specializes in equities, with an emphasis on active management.

CI has global presence and actively integrates ESG. It offers innovations like its High Interest Savings Account and Dollar Cost Averaging (DCA) programs. CI is made up of smaller investment boutiques and continues to grow through acquisitions.

Dynamic consistently demonstrates its commitment to being an active and disciplined fund manager. They have a value-oriented philosophy and strive towards effective and quick decision making.

Fidelity is known for its in-house research and its analysis teams who help support the firm’s broad mix of product offerings. They are one of the largest fund managers in the world, and a leader in technological innovations and integrations.

With a clear focus on active management, Franklin Templeton offers a broad range of products that include many domestic and international strategies. They have an industry-leading range of capabilities across traditional and alternative asset classes.

Mackenzie is involved in both active and passive management strategies, with a commitment to ESG through significant integration in their investment processes.

A niche fund provider, NEI focuses on ethical and responsible investing through the integration of its ESG framework. NEI offers a wide range of impact investing investment solutions.

Invesco is an independent investment management company that offers a range of investment strategies across asset classes, investment styles and geographies. Its asset management capabilities include mutual funds, ETFs, SMAs, model portfolios, indexing and insurance solutions, and more.

A manager of managers, SEI offers excellent low-cost managed solutions and several advice-based consulting services.

Resources for our mutual funds

Get regular performance updates and other information about our mutual funds.

Quarterly fund performance

Choose a realistic amount to set aside regularly. You should aim to have three to six months of your regular expenses or income to cover unforeseen costs, according to the Government of Canada. This amount can seem out of reach. But don’t get discouraged. Incorporating savings into your daily habit can make a big difference over time.

Review quarterly performance

Mutual fund disclosure

Learn more about CFIS and what happens when you open a CFIS account.

Read disclosure

Sign in to your mutual funds dashboard

Already have mutual funds with Co-operators? Sign in to review the performance of your funds, your transaction history and more.

Sign in to your mutual funds dashboard

Ready to grow your wealth?

Connect with us to start investing.
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Mutual funds are offered through Co-operators Financial Investment Services Inc. to Canadian residents except those in Quebec and the territories.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Facts before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently, and past performance may not be repeated.

Co-operators Financial Investment Services Inc. is an introducing mutual fund dealer and member of the Canadian Investment Regulatory Organization (CIRO).

Co-operators Financial Investment Services Inc. is committed to protecting the privacy, confidentiality, accuracy and security of the personal information that we collect, use, retain and disclose in the course of conducting our business. Please visit our privacy policy for more information.

Co-operators® is a registered trademark of The Co-operators Group Limited.

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