TMXmoney

Investment Funds

Investment Funds, similar to mutual funds, are innovative and flexible investment products designed to respond to modern investor needs, be it for yield enhancement, capital protection or risk reduction. Over the past decade, structured products (SPs) have become part of the financial mainstream. SPs have been able to provide investors with a lower cost investment alternative and meet the increasing demand for investments that provide an income stream.

Investment Funds offer a variety of investment products that focus on investing in different sectors or assets classes such as energy, real estate, large cap or small cap equities, indices, debt securities, mortgages and senior loans. They also use different investment strategies such as leverage or derivatives with the goal of enhancing the portfolio returns or for capital protection.

Generally, these products use funds raised through a public offering to invest in a portfolio of securities which are actively managed to create income streams for investors through a combination of dividends, capital gains, and interest payments. Generally, these funds are not related to operating businesses.

Click here to download a complete list of structured products in Excel format.