Our Markets

Mutual Funds

A mutual fund is a form of collective investment scheme which pools funds from numerous investors with a view to investment in stocks, bonds, short-term money market instruments, and/or other securities.

Source One International has access to a plethora of products from mutual fund providers. Each product is scrutinized and evaluated with regard to performance, sector allocation and charges.

Recent innovations within mutual funds include ETFs or exchange-traded funds. These allow investors access to markets and classes that, dependent on their location, might ordinarily be unavailable to them.

ETFs are traded throughout the day on stock exchanges but at prices generally approximating the ETF's net asset value. Most ETFs are index funds and track stock market indexes but many shadow the value of commodities like crude oil or precious metals with the benefit to the client of not having to deal with taking delivery or ongoing storage of inventory. There are even ETFs that permit investors to take positions based on their belief that a particular asset class will drop in value.

Source One's consultants are fully conversant with the workings of all the mutual funds we recommend and you can rest assured that any recommendation will be backed by an intimate understanding of the market in which the fund operates.