Mutual Fund Services

We offer a series of professionally-managed and well-diversified mutual funds, designed to meet your financial goals. LOM mutual funds have a long, conservative track record in international markets.

LOM Mutual Funds Risk Reward Scale

Lower

Risk and
expected return

Higher

What is a mutual fund?

Mutual funds make it easier for people to access diversified, professionally managed portfolios. They are a financial vehicle that pools assets from shareholders to invest in securities like stocks, bonds, money market instruments, and other assets. Each mutual fund’s portfolio is structured and maintained to match the investment objectives stated in its prospectus.
Do you need to invest all your money into one fund?

No. Your personal investment advisor would recommend how to spread your investment across the funds after understanding your objectives, risk appetite and time horizons to achieve your financial goals.
What is the minimum investment amount?

USD$ 25,000 (CI$ 20,000)