Mutual Funds

Mutual Funds
Mutual Funds are pools of cash and investments managed by a professional fund manager. The manager buys and sells investments that fit the fund's objectives. Each unit or share represents a fraction of every investment in the fund's portfolio. You can think of it as a 'miniature' of the mutual fund's full portfolio. As the value of the fund's portfolio changes, the value of each unit also fluctuates. Simply put, if the investments make a profit, you share that profit with everyone else in the group. If the investments lose money,everyone shares in the loss.

Benefits of investing in mutual funds

		Mutual funds provide instant diversification, thereby reducing risk and volatility It is an easy way to diversify your portfolio It provides access to global markets with ease Your investments are liquidable the same day Mutual funds can be purchased with small and flexible amounts. Mutual funds are managed by trained professionals Can be purchased in most plans (RSP, RIF, LIRA, LIF, RESP, TFSA, RDSP, Open Plans)

Related Information
Choosing your Mutual Funds Types of mutual funds Mutual Fund FAQs Mutual Funds available
Additional Information
Client Relationship Document Signature Service Program Building a better portfolio Fund
Mutual Fund Research
Fund Facts Documents Canadian Investment Funds Standard Committee GlobeFund Research Morningstar Fund Research
Visit our Learning Centre
Investor Protection
MFDA Investor Protection Corporation Canadian Insurance Deposit Corporation Assuris

What's New

Fund Facts Document

Effective May 30, 2016, you must recieve a Fund Facts document prior to purchasing a mutual fund. The Fund Facts document provides valuable information about a mutual fund, including the performance history, investments and the costs associated with investing in a mutual fund. To learn more view the Fund Facts guide.

Fund Facts Guide

Client Relationship Document	Getting Advice	Important information about Mutual Funds
Know what to expect as a client when working with a GP Wealth Management Financial Advisor or Planner	Reviewing your Investment Portfolio? We encourage you to talk to us. Click here, if you would like to discuss your education planning or to receive information by mail.	For more information about a fund, including management fees and expenses, please request the fund's prospectus or fund fact sheet and read it carefully before investing.
Download Document	Open an Account