Fund Facts is an at-a-glance summary of the mutual fund you are thinking of buying. All mutual fund companies are required to produce Fund Facts in a consistent way so it’s easy for you to make informed decisions.
You may wonder about fund performance over time. Fund Facts provides a 10-year, year-by-year return breakdown so you can analyze the fund's performance in good and bad years (though past returns do not indicate future performance).
Fund Facts outlines all fees and expenses paid by the fund so that you can consider the costs of making an investment.
Fund Facts clearly states whether the fund is low, low-to-medium, medium, medium-to-high or high risk. To get the fund that’s right for you, make sure it matches your risk comfort level.
It’s important to research your investments. All Canadian mutual funds already make Fund Facts available online. New rules on May 30, 2016 will ensure you get Fund Facts before you invest. Always know the facts about your funds. Learn more with this interactive Fund Facts sample.