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 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
