Criterion Mutual Funds

Criterion's mutual funds are all developed to do one thing: make portfolios better.

Portfolio asset allocation is undergoing an overhaul as traditional diversification techniques failed during recent market stress. Criterion provides unique investment solutions to help better balance the overall portfolio mix - by removing risk, improving risk/return characteristics or adding non-correlated assets and investment expertise usually reserved for institutional investors.

Real Asset Funds

Unique solutions that connect your portfolio to the rising demand for new infrastructure and natural resources within the new global marketplace. These are suited to the 'hard' or 'alternative' asset component of your portfolio.

Criterion Diversified Commodities Currency Hedged Fund enables investors to participate in the increased global demand for commodities through a unique commodity futures index.

Criterion REIT Income Fund presents the opportunity for capital appreciation through investment primarily in real estate investment trusts.

Criterion Utility Plus Fund focuses on issuers in the utilities sector (electrical, water, gas), energy infrastructure sector (including renewable energy and pipelines), the telecom sector and also on stable businesses with a strong history of growing their earnings and/or dividends.

Core Funds

Core equity solutions for your portfolio, with the added ability to reduce your overall currency risk.

Canadian Convertible Bond Fund enables investors to combine the attributes of both equity and fixed income investing through a actively managed portfolio of convertible debentures.

Canadian Energy Convertible Debenture Fund endeavours to construct a Portfolio that is diversified by Energy Issuer and will attempt to mitigate reinvestment and interest rate risk by monitoring both the Energy Issuers and the duration of the Portfolio.

Criterion Global Dividend Fund holds a blue-chip portfolio of high dividend-paying multinational companies selected by Merrill Lynch International.