At Charitus, we’re always looking for ways to support our Investment Partners with solutions that meet their evolving financial needs. In response to current market conditions and the increasing demand for low-risk investment options, Charitus is pleased to introduce a new addition to our suite of offerings: the Money Market Portfolio.
A New Option for Stability and Flexibility
The Money Market Portfolio is our third official portfolio and is designed for those who prioritize capital preservation and liquidity – this low-risk option is intended to provide stability—even when markets fluctuate.
It’s an ideal choice for Investment Partners who may need access to their funds in the near future but are still looking for a better return than what a typical savings account can offer. Unlike Guaranteed Investment Certificates (GICs), the Money Market Portfolio also provides the flexibility of liquidity without locking your funds away. It is important to share, the Money Market Portfolio is does not guarantee capital position, as it is still invested in open market.
What You Can Expect
Low Risk & Low Volatility: Designed to weather market ups and downs with minimal impact.
Liquidity: Access your funds when you need them—no lock-in period like with GICs. And no fees to return capital.
Competitive Return: Target rate of return is 2.9% before fees, striking a balance between safety and growth.
Whether you’re parking your congregation’s cash for a short-term goal or simply want a more conservative investment option, the Money Market Portfolio is a smart and secure choice.
If you’re interested in learning more about the Money Market Portfolio and how it could fit into your congregation’s broader investment strategy, we’d be happy to connect. Please reach out to Krista at finance@charitus.ca to start the conversation. Charitus is excited to offer this new option and look forward to helping you invest with confidence.