Our Funds
Meritas Money Market Fund
Objective: Maximize current income while preserving capital and liquidity
Primary Investment: High quality, short term money market instruments issued or guaranteed by the Government of Canada, a provincial Government, a Canadian Corporation or a financial institution
Your Goal: Income from a short term, low risk investment
Meritas Canadian Bond Fund
Objective: Current income with capital appreciation as a secondary objective
Primary Investment: Fixed income securities
Your Goal: Income with higher potential returns than money market funds
Meritas Jantzi Social Index® Fund
Objective: Capital appreciation with current income as a secondary objective
Primary Investment: Canadian equity securities which comprise the Jantzi Social Index®
Your Goal: Long term growth
Meritas Monthly Dividend and Income Fund
Objective: Capital appreciation with an equal emphasis on current income
Primary Investment: Income-producing Canadian Equity securities
Your Goal: Growth component and a relatively stable monthly income
Meritas U.S. Equity Fund
Objective: Capital appreciation with current income as a secondary objective
Primary Investment: Undervalued securities of medium to large capitalization companies
Your Goal: Long term growth
Meritas International Equity Fund
Objective: Capital appreciation with current income as a secondary objective
Primary Investment: Equity Securities of companies outside North America
Your Goal: Long term growth through foreign investment
Meritas Income Portfolio
Objective: Current income with a small emphasis on capital appreciation
Primary Investment: Units of other Meritas mutual funds ("underlying funds")
Your Goal: Small growth component and a strong income component to your portfolio
Meritas Income & Growth Portfolio
Objective: Current income with some emphasis on capital appreciation
Primary Investment: Units of other Meritas mutual funds ("underlying funds")
Your Goal: Income component and a growth component to your portfolio
Meritas Balanced Portfolio
Objective: Capital appreciation with an equal emphasis on current income
Primary Investment: Units of other Meritas mutual funds ("underlying funds")
Your Goal: Growth component and an income component to your portfolio
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