Chapter 11: Conservative Mutual Fund Products

In this section

  • Overview of Conservative Mutual Fund Products
    Discover how conservative mutual funds preserve capital and offer reduced volatility, focusing on stable returns for risk-averse investors or those nearing retirement.
  • Money Market Mutual Funds
    Explore how money market mutual funds preserve capital and provide liquidity, understand their structure and the risks involved, and see how they can fit into a conservative investment strategy.
  • Mortgage Mutual Funds in Canada: Key Benefits, Risks, and Best Practices
    A comprehensive look at mortgage mutual funds, including residential, commercial, and insured mortgages; key risks such as default, interest rates, and prepayment; and best practices for Canadian investors seeking conservative fixed-income opportunities backed by real estate. Explore regulatory frameworks and discover tips and resources on navigating the Canadian mortgage market.
  • Bond and Other Fixed-Income Funds
    Learn how bond and other fixed-income funds provide steady interest income and preserve capital, exploring key investment concepts like duration, yield, and risk management.
  • Additional Key Considerations for Conservative Mutual Funds
    Explore the critical factors in evaluating, selecting, and managing conservative mutual funds—covering fees, management, regulations, economic changes, suitability, and more.

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