J&T Funds offers four core Funds as the basis of our managed portfolios and to give our clients the ability to construct their own personal asset mix that covers a broad range of asset classes or investment styles. Each Fund has a different investment objective and style. If the markets or your financial needs change, you can exchange shares of one Fund for shares of another within the J&T Funds family with no cost.
Further information is available in the Funds-at-a-glance chart below.
|
Risk/Return Rating (see below) |
Fund Name | Fund Advisor | Benchmark Index | Share Class |
| 1 | Canadian Money Market | J&T Bank and Trust Inc. | FTSE TMX 91 Day T-bill | Class CM |
| 2 | Global Fixed Income | Brandywine Asset Management | Citigroup WGBI | Class R |
| 3 | U.S. Equity - Focus 5+ | Manitou Investment Management Ltd. | S&P 500 Index | |
|
4 |
International Equity | J&T Bank and Trust Inc. | MSCI ACWX | Class T |
