Our eight favourite funds for retirees

These picks provide a mix of safety, income and growth.

Christopher Davis 31 January, 2017 | 6:00PM
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Editor's note: Today on Morningstar.ca we continue our look at Your retirement to-do list. Each day this week we look at a critical task that investors must accomplish before making the transition to retirement. These five tasks are: setting an appropriate asset allocation, selecting investments for your retirement account, setting a plan for retirement withdrawals, incorporating government benefits, and creating an estate plan. Check back all week for more insights from Morningstar's experts.


The reason we invest today is to meet our financial obligations tomorrow. This is as true for those starting their careers as it is for those who've ended them. Of course, different life stages call for different portfolios. Investors in retirement prioritize safety and income generation -- needs that call for cautiousness. Yet retirees still need to stay head of inflation and may yet have decades ahead or wish to leave a nest egg for their heirs -- goals that require taking prudent risk.

Investing in retirement requires a portfolio that provides a mix of capital preservation, income, and steady growth. These Morningstar medalists are designed to do just that.

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About Author

Christopher Davis

Christopher Davis  Christopher Davis is Director of Manager Research at Morningstar Canada.

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