Take the time to read the Fund Facts. The Fund Facts is a document that highlights key information for investors about a mutual fund. You can consult the Fund Facts on the website of the institution offering the fund, or simply ask for a copy.
If you are purchasing a fund’s units for the first time, the institution must send you the Fund Facts before the purchase. Currently, Fund Facts are not available for exchange-traded funds (ETFs) and non-redeemable investment funds.
The Fund Facts provides core information about the fund and briefly explains the fees and expenses you will pay, the dealer’s compensation, and your rights. For more details, consult the fund’s simplified prospectusA prospectus is a detailed information document that a company must prepare to be able to sell securities (such as shares) to the public.
It must provide full, true and plain disclosure of all material facts likely to affect the value or market price of the security in question. .
Documentation and tools
- Choosing Investments! (pdf - 6 MB)This link will open in a new windowUpdated on 6 October 2016 Investment
Calculators - Available in French only