Mutual Funds

Credential Asset Management Inc. - Multiple Fund Account

The Credential Asset Management Multiple Fund Account consolidates all your personal and registered mutual fund investments into one account statement, making investment planning easier and more convenient. Your complete portfolio is available at a glance; you receive an itemized statement detailing your investment holdings and the current market value of your portfolio.

The Credential Asset Management Multiple Fund Account simplifies record keeping and gives you more control of your financial future so you can take advantage of new investment opportunities as they arise.
  • Consolidate your personal and registered mutual fund investments into one account statement
  • Choose from a myriad of top quality mutual funds with trusted names like Franklin Templeton, Fidelity, AGF and Ethical Funds®, Canada's leading family of socially responsible investments
  • Receive regular statements that summarizes your mutual fund portfolio holdings and current market value
  • Simplify your record keeping and reduce your administration costs
  • Structure your investment portfolio to match your investment style and goals
  • For more information, please contact one of the Credential Asset Management Mutual Funds Investment Specialists at Sudbury Credit Union.
Mutual funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence. ®Ethical Funds is a registered mark owned by Northwest and Ethical Investments LP and is used under licence.