A mutual fund is an opportunity for you, together with many other investors, to pool your money. Professional money managers invest the "pool" according to the investment objective adopted by the fund.
Primerica Destination Funds
Primerica Destination Funds is our investment platform featuring a robust suite of managed investment portfolios and stand-alone funds. With as little as $25 - $50 each month, you can start an investment program with PFSL Investments Canada Ltd., mutual fund dealer, together with our strategic partners:
- AGF Investments
- Mackenzie Investments
AGF Investments
AGF Platform Funds includes 6 globally focused managed portfolios and 13 stand-alone funds.
AGF Platform Funds Managed Solutions Suite
Multi-level diversification across asset classes, investment styles, sectors and regions to help reduce the risks associated with holding only one type of investment.
6 Globally focused Managed Portfolios including:
- 2 Growth-oriented portfolios
- 2 Growth and income portfolios
- 2 Income and capital preservation portfolios
AGF Platform Funds
8 Core portfolio building blocks providing comprehensive coverage of equity, fixed income and balanced asset classes.
5 Complementary thematic opportunity products providing exposure to ESG, alternatives and income themes.
Mackenzie Investments
Mackenzie FuturePath Funds includes 8 all-in-one managed portfolios and 19 stand-alone funds.
Mackenzie FuturePath Multi-Asset & Monthly Income Portfolios
8 professionally constructed and managed all-in-one portfolios in one simple package, including:
- 5 Multi-Asset Portfolios
- 3 Monthly Income Portfolios
Mackenzie FuturePath Funds
19 funds covering all major asset categories and management styles for building one-of-a-kind portfolios, including:
- Best-in-class managers from Mackenzie
- Addition of select third-party subadvisors to help offer additional choice and compliment Mackenzie capabilities.
For any questions, please email PFSL.Enquiries@primerica.com.
Primerica Concert Allocation Series of Funds (Concert Funds)
For information about the Primerica Concert Allocation Series of Funds (Concert Funds), including Point of Sale documents (ie. Fund Facts), click here https://pfslfunds.primerica.ca/
Note: Each mutual fund invests differently. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
PFSL Investments Canada Ltd., is a member of the Canadian Investment Regulatory Organization (CIRO). For more information, please visit www.ciro.ca.