Mercury Segregated Funds

HomeInvestment and RetirementMercury Segregated Funds
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You are a demanding investor, but you enjoy the comfort of security?

Mercury Segregated Funds balance performance and safe investments. Those hybrid funds are available with several options and different risk levels.

What is your investor's profile?

  • Prudent
  • Moderate
  • Audacious

Each Mercury fund is guaranteed 75% maturity & death guarantees. If policy holder dies, the beneficiary receives the maximum between the fund’s death worth and 75% of deposits made, as defined in the contract. Policy holders also benefit from a maturity guarantee.

Risk Level
Weak to moderate

Canadian Balanced Fund

The Canadian Balanced Fund favours long-term capital growth. It consists of a spectrum of balanced and diversified Canadian securities, including bonds, stocks and financial market instruments. Its main goal is long-term capital growth.

  • Capital growth and stable revenues
  • Bonds, stocks and financial market instruments
Risk Level
Weak to moderate

Zero-Coupon Bond Fund

The name says it all: this fund invests your money in zero-coupon bonds, a bond where no coupons and no interests are paid during the bond duration. All interests are paid when securities reach maturity. The Fund mainly buys government-issued or government-guaranteed bonds, mostly from Quebec, as long as their cost remains competitive.

  • Government-guaranteed safe bonds
  • Strong investment in Quebec bonds
Risk Level
Weak

Real Return Bond Fund

This investment ensures a stable revenue protected from inflation. Your capital and interest instalments progress with inflation, preserving investment’s value till maturity. The Fund mainly buys government-issued or government-guaranteed bonds, mostly from Quebec, as long as their cost remains competitive.

  • Protection against long-term inflation risks
  • Fix revenue investment
  • Portfolio diversification
Risk Level
Weak

Municipal Bond Fund

The Municipal Bond Fund provides stable monthly revenues with municipal bonds, mainly from Quebec, and Quebec governmental or government-guaranteed bonds.

  • Steady monthly revenues
Risk Level
Weak

Canadian Bonds Index SU

Canadian Bonds Index SU Fund protects better your capital than most of stock funds. This fund is managed to perform as well as DEX Universe Bond Index.

  • More secure than stock funds
Risk Level
Moderate

Canadian Equity Index 60

This fund duplicates the performance of the S&P/TSX 60, the main Canadian market stock index made of 60 large Canadian companies divided in several industry sectors. The Canadian Equity Index 60 Fund favours long-term capital growth

  • Protection against extreme stock exchange crashes with guarantees when funds reach maturity or in case of  death
Risk Level
Moderate

US Equity Index 500 (in CAD$)

The US Equity Index 500 Fund prioritizes long-term capital growth. It aggregates several stocks from the world’s largest economy, providing access to dividends while diversifying portfolio with quality American corporations.

  • Renowned American multinationals
  • Portfolio diversification
Risk Level
Moderate

Global Equity Index MSW (in CAD$)

The Global Equity Index MSW Fund aims at long-term capital growth with a comparable performance to the Morgan Stanley Capital International Index.

  • Portfolio diversification with international stocks
Risk Level
Moderate to High

High Technology Index 100 (in CAD$)

The High Technology Index 100 Fund targets long-term capital growth comparable to NASDAQ 100 Index.

  • Portfolio diversification with high-tech stocks.
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To build your savings with a separate fund Mercury