Pooled Investment Funds

The Municipal Finance Authority of BC offers access to three fixed income investment portfolios to help make the most of your investment needs:

Mandate Profiles

Money Market Fund – for investment of less than one year
Intermediate Fund – for investments from one to three years
Bond Fund – for investments of more than three years

If you have additional questions or would like to APPLY for an account, please email us!

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MFA Pooled Investment Funds

Funds are pooled, invested in high quality products, and managed independently by Phillips, Hager & North, Ltd. Using the MFA’s program to pool investments provides numerous benefits including:

• Earning competitive net returns,
• Maintaining easy access to your money
• Simple, quick transactions by email
• Weekly and monthly reporting,
• Free redemptions, subscriptions, and transfers,
• Allows you to outsource short term investment

The program is available to the following organization types:

• Municipalities
• Regional Districts
• Regional Hospital Districts
• E-Comm, CREST
• Greater Vancouver Sewerage and Drainage District
• Greater Vancouver Water District
• South Coast BC Transportation Authority (TransLink)
• Universities, Colleges, and School Districts
• First Nations
• Improvement Districts and municipal organizations

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Forms and  Resource Documents

Forms

• Subscription Form
• Redemption Form
• Transfer Form

Resource Documents

• Develop a Comprehensive Investment Policy
• Investing in a Rising Interest Rate Environment
• UBCM Primer on Fossil Fuel Divestment

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Performance Results