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What happens when stocks I contribute to the exchange fund go up or down?
What happens when stocks I contribute to the exchange fund go up or down?
Updated over a week ago

When you contribute a stock to the Cache Exchange Fund, it becomes part of a diversified pool of assets that are managed collectively.

While the performance of an individual stock you contributed will affect the overall value of the exchange fund's portfolio, the value of your investment is tied to that overall performance โ€“ not just the single stock you contributed. This diversification generally helps mitigate the risk associated with the volatility of any individual stocks you contributed.

The objective of the fund is to reduce the risk associated with holding a single appreciated stock. The fund meets this objective by helping you diversify tax efficiently.

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