My account

We provide you with a family of mutual funds1, made up of thirteen diversified funds allocated across three major mutual fund categories:

Equity Funds

FDP Portfolio Volatility
Canadian Equity
Average / High
Canadian Dividend Equity
Average
US Dividend Equity
Average
Global Equity
Average
US Index Equity
Average
Emerging Market Equity
Average

Balanced Funds

FDP Portfolio Volatility
Balanced
Low
Balanced Growth
Low / Average
Balanced Income
Low

Fixed Income Funds

FDP Portfolio Volatility
Cash Management
Low
Canadian Bond
Low
Short Term Fixed Income
Low
Global Fixed Income
Low / Average

1 The Professionals’ Financial’s funds are offered through Professionals’ Financial – Mutual Funds Inc.

Morningstar ratings

Percentage of our mutual funds above the median at May 31, 2017

  • Over a one-year period, 46% of our funds rank in the first two quartiles, and 23% in the first quartile.
  • Over a two-year period, 69% of our funds rank in the first two quartiles.
  • Over a three-year period, 83% of our funds rank in the first two quartiles.
For an analysis of your situation,
get in touch with one of our advisors