Chapter 12: Riskier Mutual Fund Products

In this section

• Introduction to Riskier Mutual Fund Products
  Explore higher-volatility mutual funds, including equity-focused, emerging market, and derivative-driven strategies, and learn how they fit into diverse portfolios through KYC, suitability assessments, and Canadian regulatory guidelines.
• Equity Mutual Funds – Exploring Growth, Value, and More
  Comprehensive guide to equity mutual funds, covering investment styles, risk profiles, regulation, and best practices for Canadian investors.
• Balanced Mutual Funds: Capturing Growth and Stability
  An in-depth exploration of balanced mutual funds, examining equities and fixed income in a single investment vehicle, outlining benefits, risks, and best practices for Canadian investors.
• Global Mutual Funds – Understanding Worldwide Investment Opportunities
  Explore the benefits, risks, and key considerations of global mutual funds, including currency fluctuation, geopolitical influences, and the importance of informed due diligence for Canadian investors.
• Specialty Mutual Funds: Comprehensive Guide to Sectoral & Thematic Investments
  Explore sector-focused, thematic, and alternative-strategy mutual funds, including their risks, regulatory requirements, use of derivatives, and how they fit into a well-balanced Canadian portfolio.
• Additional Risk Management Considerations for Riskier Mutual Fund Products
  Explore practical strategies, regulatory guidelines, and real-world scenarios for effectively managing risk in higher-volatility mutual fund investments under CIRO’s Canadian investment regulations.