Home MERs and management fees
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The changes affect administrative and management fees, as well as risk ratings

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Fees for certain series of NBI funds and Meritage Portfolios will be reduced

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Lower fees or risks ratings for three Franklin LibertyShares ETFs

  • By: IE Staff
  • April 9, 2018 April 9, 2018
  • 13:45
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New information aims to help investors determine whether a higher-cost, actively managed mutual fund fits their investment goals better than a lower-cost alternative

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The firm has also made Private Wealth series accessible to more investors

  • March 28, 2018 March 28, 2018
  • 17:29
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Mutual fund dealer announces fee reductions of between 0.05% and 0.30%

  • February 28, 2018 February 28, 2018
  • 11:45
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The firm has is also proposing a change to the investment objective Sentry Canadian Resource Class

  • By: Leah Golob
  • February 16, 2018 February 16, 2018
  • 17:12
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D-class and IS-class units across all Excel mutual funds closed to new investments

  • By: IE Staff
  • February 8, 2018 February 8, 2018
  • 11:15

New management fees range from 0.75% to 0.77%

  • By: Leah Golob
  • February 7, 2018 February 7, 2018
  • 12:49
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Recent reductions by major mutual fund firms range from 5 bps to 55 bps