Credential® :: Investment Solutions :: Credential EnRich Portfolios

CREDENTIAL ENRICH PORTFOLIOS Life should be about possibilities. But investing needs to be about results. Investors who take retirement saving seriously and have started to accumulate wealth need more sophisticated and diversified investments — like Credential EnRich Portfolios. With an accessible minimum investment level EnRich Portfolios have all the features of a managed investment product offered by other major financial institutions.

	A peace of mind portfolio

Each Credential EnRich Portfolio wraps all the critical aspects of intelligent investing into one investment: World class Investment Managers who understand the intricacies of the markets, and how to turn opportunities into profit. Investment Managers are selected for their long-term performance, area of specialization, and consistency of style. Strategic asset allocation so each EnRich Portfolio has just the right balance between risk and return. Comprehensive diversification to optimize opportunities for consistent performance over the long term. The EnRich Portfolios are diversified across multiple managers and multiple styles by using varying proportions of each of the Credential EnRich Pools. Performance monitoring and regular rebalancing to ensure EnRich Portfolios always stay on course. Comprehensive personal reports so investors have a clear picture of how their investment is performing. This includes quarterly client statements outlining personalized rates of return, benchmark comparisons, Portfolio Manager commentaries, and more.

	Getting started

To find out which Credential EnRich Portfolio is recommended, investors can talk to the Credential Asset Management Inc. Mutual Funds Investment Specialist or the Credential Securities Inc. Investment Advisor located at their credit union or independent investment firm. The Credential EnRich Portfolios are offered as part of an asset allocation program available through Credential Securities Inc. and Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Credential EnRich Pools and the use of the Credential EnRich Portfolios. Please read the prospectus for the Credential EnRich Pools before investing. Neither the Credential EnRich Portfolios nor the Credential EnRich Pools are guaranteed by the Canada Deposit Insurance Corporation or by any other deposit insurer that insures deposits in credit unions. The value of an investment in the Credential EnRich Pools may change frequently, and past performance may not be repeated. ®Credential and Managing Money, Enriching Lives are registered marks owned by Credential Financial Inc. Credential EnRich Portfolios are available only to Canadian residents.



		EnRich Income Portfolio
		EnRich Income Growth Portfolio
		EnRich Balanced Portfolio
		EnRich Growth Portfolio
		EnRich High Growth Portfolio


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