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Mutual funds: get the Facts

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When you buy a mutual fund you will receive Fund Facts – learn how this document can help you understand your investment.

Mutual funds: get the Facts

Fund Facts: the essentials every investor needs to know

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.

Mutual funds: get the Facts

Fund Facts highlights: focus on performance

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).

Mutual funds: get the Facts

Fund Facts highlights: focus on fees

Fund Facts outlines all fees and expenses paid by the fund so that you can consider the costs of making an investment.

Mutual funds: get the Facts

Fund Facts highlights: focus on risk

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.

Mutual funds: get the Facts

Get the facts before you invest

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.

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