Text Size: - Smaller | Larger +

Matco mutual fund clients* gain access to four no-load mutual funds. These mandates are built on Matco’s expertise in researching and investing in Canadian equity and fixed income products, as well as in North American energy stocks.

Matco’s mutual fund line-up includes:

• MFi Balanced Fund
• MFi Canadian Equity Fund
• MFi Canadian Small Cap Fund
• MFi Energy Fund

* Mutual fund clients are those with a minimum of $1,000 to invest.

Each Matco mutual fund is managed by our in-house team of experienced investment professionals. This means you benefit from our commitment to:

Strong, Consistent Performance

Our goal is to provide you with strong, long-term performance, without exposing you to unnecessary risk. To that end, our funds consistently rank in the first and second quartile, often with lower volatility than these funds’ peers. And, our portfolio managers’ compensation is based on the performance of each of their funds, so their success is closely tied to your success.

Maintaining Competitive Fees

We recognize that fees play an important role in any investment decision. As such, each Matco mutual fund is available to you as a no load fund. And, at Matco, no load actually means NO LOAD. You pay no sales commission, no set-up fees, no purchase fees, and no transfer or redemption fees.

You also benefit from our Corporate Class structure, which lets you switch between Matco funds without incurring taxes.

Personal Service

Regardless of the size of your portfolio, Matco appreciates your business and will provide you with a high level of service. Part of our commitment includes providing you with a regular flow of information from our Monthly Holdings Report, Fund Fact Sheets, and regular Market Commentary.

Matco isn’t distributed through a sales force. You always deal directly with Matco’s key decision makers.

To learn more about our mutual funds, please contact:
Daniel Cheng
Vice President & Portfolio Manager
T: 1.403.294.0131
E: dcheng@matcofinancial.com