Chequing
Our Money Market Fund is a stable, low-fee2 solution for short-term investing that aims to protect the value of your Investment, even through market volatility.
Feel confident in achieving your short-term goals regardless of the market environment.
Invests in short-term securities so you can access your money easily.
Designed for investors who value monthly income with investments in cash, cash equivalents and high quality, short-term fixed income securities.
This Fund is invested in cash, cash equivalents and high quality, short-term fixed income securities. It is designed to be a low risk option for risk averse or short-term investors.
Term | Annualized % returns as of [[REPORT.DATE]] net of fees |
---|---|
1 year | 3.52% |
3 years | - |
5 years | - |
10 years | - |
Inception | 3.68% |
Explore historical performance.
May 2025 | 0.02 |
---|---|
Apr 2025 | 0.02 |
Mar 2025 | 0.02 |
Feb 2025 | 0.02 |
Jan 2025 | 0.03 |
Dec 2024 | 0.03 |
Nov 2024 | 0.03 |
Oct 2024 | 0.03 |
Sep 2024 | 0.04 |
Aug 2024 | 0.04 |
Jul 2024 | 0.04 |
Jun 2024 | 0.04 |
Short-Term Fixed Income | |
---|---|
Short-Term Investments | 61.42% |
Cash and Cash Equivalents | |
Cash and other Net Assets | 38.58% |
Short-Term
Fixed Income
Cash & Cash
Equivalent
Risk
Unit Price as of [[BAL_INC.NAV.DAY.DATE]] | [[MMF.NAV.DAY.VALUE]] |
Fund Code | INI500 |
Inception Date | January 25, 2024 |
Total value of the Fund (millions) | $70.01 (as of [[REPORT.DATE]]) |
Distributions | Monthly |
7 Day Yield % 1 | 2.41% |
Management Expense Ratio (MER)2 | 0.77% |
Our licenced Advisors are here for you if you need them. Speak with us at 1-877-464-5678. Monday to Friday, 8 am – 8 pm ET.
Tried, tested and true, these are our original Portfolios. They come with our history of helping Canadians reach their financial goals.
A simple low-cost* way to have exposure to a selection of Exchange Traded Funds (ETFs) in a mutual fund.
Socially Responsible investing, or SRI, is a strategy that considers not only the financial returns from an investment, but also its impact on environmental, ethical and social issues.