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Keyword: MERs and management fees

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Financial accounting business sheet calculator

Mutual fund dealer announces fee reductions of between 0.05% and 0.30%

  • February 28, 2018 February 28, 2018
  • 11:45
Financial analysis of charts and graphs on tablet illustration

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
Businessman hand showing financial report on table

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
Businessman calculating and checking articles of agreemen

Recent reductions by major mutual fund firms range from 5 bps to 55 bps

Weak but mostly positive performance for Canadian funds in August: Morningstar

It will also proceed with the merger of Desjardins Canadian Equity Growth Fund with Desjardins Canadian Equity Fund

  • By: Leah Golob
  • January 17, 2018 January 21, 2018
  • 11:25

The changes affect Series F, F5, EF and EF5

  • By: Leah Golob
  • January 16, 2018 January 16, 2018
  • 14:25
BMO GAM’s Ross Kappele elected IFIC chairman

An internal review discovered certain clients were not advised they qualified for lower-fee versions of certain mutual funds

IIROC reaches settlement with three former All Group reps

Two IG affiliates failed to move eligible investors into a cheaper series of certain funds

Lower management fees for three BlueBay Funds and RBC Target 2020 Education Fund

  • By: IE Staff
  • December 15, 2017 December 15, 2017
  • 08:25