Fusion
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Blending the science of modern portfolio theory, innovative account management and the artistry of personal investment advice.
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An evolution in investing
Fusion™ represents an evolution in mutual fund investing. It’s a flexible investment program that allows you and your investment representative to take advantage of an entire suite of program innovations designed to help you build wealth and manage risk. Quadrus Investment Services Ltd. is the first mutual fund dealer to offer this particular innovative blend of services and investment options. It’s simple, yet sophisticated.
Key features
When your investment representative recommends a Fusion portfolio, you can feel confident the recommendation acknowledges the high degree of importance you place on service. No other investment program in Canada offers its rich platform of options and services, enhanced by potential tax advantages. With Fusion, you have access to these features: TS
Fusion feature
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Benefit
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- Automatic rebalancing among any mutual funds held in the portfolio
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- Confidence your portfolio continues to reflect your personal risk tolerance
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- Access to a new tax-advantaged fund family
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- Better potential for improved after-tax performance on non-registered assets
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- Access to a new group of multi-manager funds
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- Diversified portfolios engineered to minimize expected risk, and managed by some of the world’s leading investment managers
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- Fully customizable portfolios
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- More choices to meet your needs and a quick and easy way to move existing funds into your portfolio
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- More meaningful, easy-to-understand performance information
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Other details
This highly customized program is available to investors with investable assets of $250,000 or more.
The unique combination of product and service solutions offered by Fusion is available exclusively from your Quadrus investment representative.
Please read the prospectus of the mutual funds in which investments may be made under the Fusion program before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
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