Helping investors reach their savings goals since 1983

Sometimes, you want a place to park your savings where they have the potential to grow over the long term, but you’re not comfortable with the kinds of shorter-term swings you typically get in equity markets.

We talk about finding a work-life balance and that’s a nice way to think about this fund. If you want to aim for higher growth than the cautious portfolio, but you’re not really an aggressive investor, the balanced fund seeks to achieve an equilibrium.

The word ‘aggressive’ might initially seem daunting, but  if time is on your side you may want to consider taking a higher level of risk to give yourself the best possible chance of long-term gains.

When you’re relying on your savings to generate an income, you want to know they’re working hard. A cash account might not cut it. The monthly income fund may be more appealing.