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Core Funds

Our core funds offer a wide selection of simple, flexible, and affordable mutual fund options that fit your goals, lifestyle and level of risk tolerance. Each fund is professionally managed by trusted partner SEI investments, who have helped our members grow their savings and investments since 2009.

Professionally managed with automatic portfolio rebalancing Professionally managed with automatic portfolio rebalancing

Funds are monitored daily and automatically balanced to maintain the target asset allocation

Simplified strategy options Simplified strategy options

Choose from the eight strategies, ranging from 100% fixed income to 100% equity, to align with a variety of investor goals

Low minimum investment Low minimum investment

Start investing with as little as $1000

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Income Funds

Designed for low-risk, long-term growth of capital and income through a diversified portfolio of fixed income securities.

Income 100 Fund

Income 100 fund

95% - Fixed Income

0% - Canadian Equity

0% - Foreign Equity

5% - Cash & Cash Equivalents

Features:

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

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
See details (PDF)

Income 20/80 Fund

Income 20/80 Fund

80% - Fixed Income

5.5% - Canadian Equity

14.5% - Foreign Equity

0% - Cash & Cash Equivalents

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
See details (PDF)

Conservative Monthly Income

Conservative Monthly Income Fund

70% - Fixed Income

13% - Canadian Equity

17% - Foreign Equity

0% - Cash & Cash Equivalents

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
See details (PDF)
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Balanced Funds

Balanced funds are a blend of growth and fixed income securities with the goal of achieving higher returns with moderate risk.

Balanced 60/40 Fund

40% - Fixed Income

18% - Canadian Equity

42% - Foreign Equity

0% - Cash & Cash Equivalents

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
See details (PDF)

Balanced Monthly Income Fund

40% - Fixed Income

25% - Canadian Equity

35% - Foreign Equity

0% - Cash & Cash Equivalents

Features:

  • Diversified between equity and fixed income securities.
  • Slight bias to equity to provide long-term growth.
  • Distributions within this Fund are automatically reinvested into additional units of the Fund unless otherwise noted.

Best for you if:

  • You have a mid to long-term investment time horizon
  • You want a low to medium investment
  • You’re looking to achieve a balance of current income and long-term growth of capital
See details (PDF)
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Growth Funds

A growth fund is a mutual fund consisting of companies primed for above-average revenue or earning growth, and is ideal for investors with higher risk tolerance.

Growth 80/20 Fund

Growth 80/20 Fund

20% - Fixed Income

24% - Canadian Equity

56% - Foreign Equity

0% - Cash & Cash Equivalents

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
See details (PDF)

Growth 100 Fund

Growth 100 Fund

0% - Fixed Income

30% - Canadian Equity

70% - Foreign Equity

0% - Cash & Cash Equivalents

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
See details (PDF)

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Income funds
Income funds
Balanced funds
Balanced funds
Growth funds
Growth funds

SEI. Meet the company behind the acronym.

Coast Capital® Mutual Funds have been managed by SEI since 2009. SEI has helped financial institutions, corporations and individuals create and maintain wealth since 1968.

SEI is committed to effecting positive change in sustainable investing, inclusion, diversity, and community.

2900

employees

$345 billion

assets managed globally and $10 billion in Canada

Responsible Investment

A proud signatory

CDIC Deposit ProtectionCDIC Deposit Protection

Coast Capital Savings Federal Credit Union is a member of the Canada Deposit Insurance Corporation (CDIC). More CDIC information

Only deposits payable in Canada are eligible to be insured under the Canada Deposit Insurance Corporation Act.

Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd. provides investment and financial planning services. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. Worldsource Financial Management Inc. provides advice and service relating to mutual funds. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing.

Operating under the trade name, Coast Capital Investment Management, certain investments are provided through Worldsource Securities Inc., sponsoring investment dealer and Member of the Canadian Investor Protection Fund and of the Investment Industry Regulatory Organization of Canada.

*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.