The Low-fee, More-for-me Mutual Funds®

When we say more-for-me, we mean
more-for-you.

Our Low-fee, More-for-me Mutual Funds® are simple to understand, easy to invest in, and professionally managed - they’re a win, win, win. The only thing you’ll lose out on are the high fees. And that’s a good thing.

The Low-fee, More-for-me Mutual Funds are built upon personal emphasis, focusing on your goals, timeframe and tolerance for risk. As your needs change, the funds’ broad selection of investment choices ensures that you have an investment portfolio that evolves with those needs.

Key features:

  • Conservative fund management
  • Lower management expense ratios fees
  • Simple and flexible to fit your investment goals, life-stage and risk tolerance
  • Start with a $50 monthly contribution or a minimum investment of $1,000

Talk to our Investment Team

Income 100 Fund

100% - Fixed Income
0% - Canadian Equity
0% - Foreign Equity

Features:

  • Diversified fixed income strategy
  • A mix of Canadian and global bonds
  • 100% fixed income

Best for you if:

  • You have a short to long-term investment time horizon
  • You want a low level of investment risk
  • You're looking for a high level of current and long-term income with some opportunity for long-term growth

Read the Income 100 Fund Fact (PDF)

Income 20/80 Fund

80% - Fixed Income
10% - Canadian Equity
10% - Foreign Equity

Features:

  • Diversified between equity and fixed income securities
  • Emphasis on bonds to generate current income and reduce volatility
  • A mix of 20% equity securities and 80% fixed income securities

Best for you if:

  • You have a short to long-term investment time horizon
  • You want a low to medium level of investment risk
  • You're looking for a diversified portfolio with a focus on providing income with some opportunity for capital appreciation

Read the Income 20/80 Fund Fact (PDF)

Conservative Monthly Income Fund

70% - Fixed Income
13% - Canadian Equity
17% - Foreign Equity

Features:

  • Diversified between equity and income securities
  • Emphasis on bonds to generate income and reduce volatility
  • A mix of 30% equity securities and 70% fixed income securities

Best for you if:

  • You have a shorter to long-term investment time horizon
  • You want a low to medium level of investment risk
  • You're looking for a diversified portfolio with an emphasis on achieving a balance of current income and long-term capital appreciation

Read the Conservative Monthly Income Fund Fact (PDF)

Income 40/60 Fund

60% - Fixed Income
16% - Canadian Equity
24% - Foreign Equity

Features:

  • Diversified between equity and fixed income securities
  • Slight emphasis on bonds to help reduce volatility
  • A mix of 40% equity securities and 60% fixed income securities

Best for you if:

  • You have a mid- to long-term investment time horizon
  • You want a low to medium level of investment risk
  • You're looking for long-term capital growth and income in a diversified portfolio of fixed income and equity securities (leaning a little more towards fixed income)

Read the Income 40/60 Fund Fact (PDF)

Balanced 60/40 Fund

40% - Fixed Income
25% - Canadian Equity
35% - Foreign Equity

Features:

  • Diversified between equity and fixed income securities, leaning slightly more towards equity
  • A mix of 60% equity securities and 40% fixed income securities

Best for you if:

  • You have a mid- to long-term investment time horizon
  • You want a low to medium level of investment risk

Read the Balanced 60/40 Fund Fact (PDF)

Growth 80/20 Fund

20% - Fixed Income
33% - Canadian Equity
47% - Foreign Equity

Features:

  • Diversified between equity and fixed income securities
  • Leans more towards equity securities to allow opportunity for capital growth
  • A mix of 80% equity securities and 20% fixed income

Best for you if:

  • You have a long-term investment time horizon
  • You want a medium level of investment risk
  • You’re looking for mostly long-term capital growth and income

Read the Growth 80/20 Fund Fact (PDF)

Growth 100 Fund

0% - Fixed Income
41% - Canadian Equity
59% - Foreign Equity

Features:

  • An equities portfolio diversified across Canadian and global markets
  • Leans more towards foreign securities

Best for you if:

  • You have a long-term investment time horizon
  • You want a medium level of investment risk
  • You're looking for capital growth in a diversified equities portfolio

Read the Growth 100 Fund Fact (PDF)

SEI logo

SEI. Meet the company behind the acronym.

Our Low-fee, More-for-me Mutual Funds are managed by SEI. SEI has helped financial institutions, corporations and individuals create and maintain wealth since 1968. They have over 2,900 employees worldwide, and manage assets of $345 billion globally and $10 billion in Canada.

SEI believes that the best way to help investors meet their long- and short-term financial goals is through active management. They do so with a five-step investment philosophy. These five principles are designed to work together to maximize returns, limit volatility and manage investment risk to help you achieve your investment goals across all market conditions.

What does this all mean to you? It means you can trust that Coast Capital Savings has partnered with a reputable and highly experienced fund company whose team includes leading investment managers around the world who are dedicated to providing investment solutions designed to maximize returns, limit volatility, and manage investment risk.

Learn more about SEI

Need a hand?

Our experienced investment team can help with an investment plan that’s right for you.
Give us a shout at 1.888.517.7000 Mon-Sat, 8am-8pm.

Talk to our Investment Team Find a branch


The Low-fee, More-for-me Mutual Funds® are managed by SEI Investments Canada Company. Worldsource Financial Management provides mutual funds and services. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses all may be related with mutual fund investments. Please read the prospectus carefully before investing.