Euro Pacific Bank

What is the difference between a Mutual Fund and a Separately Managed Account?

Euro Pacific Bank mutual funds and separately managed accounts are both managed investment products. You can buy a mutual fund with a smaller upfront investment, a minimum of $2,500, whereas a separately managed account has a $100,000 minimum opening balance.

If you want a more personalized approach, a managed account is individually and separately managed. Unlike a mutual fund, all the transactions are made in your account, under your name. Managed account clients also receive a Client Portal, where they can watch their account being managed by Euro Pacific Bank in real time.

The same team, Euro Pacific Advisors, will be managing both the mutual funds and the separately managed accounts.