Core Funds

MANAGED AND OFFERED BY SEI INVESTMENTS.

Our Core Funds, managed and offered by SEI Investments, offer a broad selection of investment choices that are simple, flexible, and designed to fit your investment goals, life-stage and risk tolerance. As your needs change, the funds’ broad selection of investment choices ensures that you have an investment portfolio that evolves with those needs.

SEI has been helping Coast Members build their wealth and save for their real goals since 2009. They have helped balance an active investment management process that offers investors a high level of diversification across multiple asset classes.

Choose the right fund for you.

Let’s work together to build an investment plan that works for your life. Explore the Core Fund options below and connect with an advisor when you’re ready to get started.

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Or call 1.888.517.7000.

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 the details on the Income 100 Fund (PDF)

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 the details on the Income 20/80 Fund (PDF)

Conservative Monthly Income

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 the details on the Conservative Monthly Income Fund (PDF)

Income 40/60 Fund

60% -	Fixed Income
11.5% -	Canadian Equity
28.5% -	Foreign Equity
0% -	Cash & Cash Equivalents

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)

See the details on the Income 40/60 Fund (PDF)

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 the details on the Balanced 60/40 Fund (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 the details on the Balanced Monthly Income Fund (PDF)

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 the details on the Growth 80/20 Fund (PDF)

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 the details on the Growth 100 Fund (PDF)

SEI. Meet the company behind the acronym.

Coast Capital® 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