Fund Facts

Fund Facts is the disclosure document required upon the sale of all mutual funds in Canada (as of June 13, 2014). Fund Facts provides comprehensive information about a mutual fund to help investors make informed investment decisions.

Fund Facts include:

  • Top holdings and investment mix
  • Risk rating
  • Performance
  • Costs associated with buying, owning and selling the fund

Fund Facts are updated annually or as required – at the same time as the simplified prospectus. Your investment representative can answer your questions and provide the advice you need to make investment decisions that are right for you.

Visit the Fund Facts page to view, print or email a specific Fund Facts document.


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