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.
|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|
|4||U.S. All Cap Growth||J&T Bank and Trust Inc.||S&P 500 Index||Class N|
|International Value||J&T Bank and Trust Inc.||MSCI ACWX||Class T|