Mutual Funds Overview

Each Matco mutual fund is managed by our in-house team of investment professionals through a repeatable, disciplined process of top-down macroeconomic analysis and bottom-up security selection. 


Global Equity
Fund

 

The Fund follows a top-down investment approach to construct a geographically diversified portfolio by allocating capital across global markets.

Fund characteristics:

5+ year investment horizon

Low to medium tolerance for risk

Exposure to global opportunities 

Small Cap
Fund

 

The Fund focuses on long-term capital appreciation through investments in small to mid-cap companies that have strong balance sheets, are attractively priced and reinvest excess earnings.

Fund characteristics:

5+ year investment horizon

Medium to high tolerance for risk

Proven to outperform the market long-term

Canadian Equity Income
Fund

 

The Fund invests in mid to large-cap companies with superior fundamentals and a strong management team focused on delivering sustainable long-term earnings growth and dividend growth.

Fund characteristics:

5+ year investment horizon

Medium tolerance for risk

Well diversified

Balanced
Fund

 

The Fund’s investment mandate is to first protect, then grow capital on a risk-adjusted basis through a portfolio of fixed income and equity securities. The Fund is diversified across asset classes, geographies, sectors and utilizes a risk management framework focused on long-term growth and lower volatility.

Fund characteristics:

5+ year investment horizon

Income stability and capital preservation

Low to medium tolerance for risk

Fixed Income
Fund

 

The fund invests in Canadian investment-grade debt, utilizing a portfolio construction process focused on duration, credit and curve. This multi-strategy approach is a consistent process designed to deliver the greatest risk-adjusted returns. 

Fund characteristics:

Income, stability and capital preservation

Low tolerance for risk

Investing for the short, medium or long term