Fund loads – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 14 Dec 2017 17:06:05 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Fund loads – Investment Executive https://www.investmentexecutive.com 32 32 Manulife Mutual Funds launches “10% free” change offer https://www.investmentexecutive.com/news/products/manulife-mutual-funds-launches-10-free-change-offer/ Tue, 03 Jul 2012 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/manulife-mutual-funds-launches-10-free-change-offer/ Investors will be able to redeem, reclassify or convert a portion of funds sold under the low-load sales charge option

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O’Leary Funds to get low load sales charge option https://www.investmentexecutive.com/news/products/oleary-funds-to-get-low-load-sales-charge-option/ Thu, 06 Jan 2011 21:20:00 +0000 https://www.investmentexecutive.com/uncategorized/oleary-funds-to-get-low-load-sales-charge-option/ O’Leary Funds Management LP will be offering a low load deferred sales charge option for nine of its funds, effective mid-January.The DSC will be offered for:> O’Leary Canadian Equity Yield Fund;> O’Leary Canadian Balanced Yield Fund;> O’Leary Canadian Bond Yield Fund;> O’Leary Founder’s Series Income & Growth Fund;> O’Leary Global Equity Yield Fund;> O’Leary Global […]

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Canadian mutual fund fees comparable to U.S.: report https://www.investmentexecutive.com/news/products/canadian-mutual-fund-fees-comparable-to-u-s-report/ Thu, 09 Sep 2010 20:19:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-mutual-fund-fees-comparable-to-u-s-report/ Investors must compare cost of ownership; not just fund expense ratios

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New portfolio manager for BMO Global Equity Class https://www.investmentexecutive.com/news/products/new-portfolio-manager-for-bmo-global-equity-class/ Mon, 14 Dec 2009 22:02:00 +0000 https://www.investmentexecutive.com/uncategorized/new-portfolio-manager-for-bmo-global-equity-class/ Service fee adjustments coming for two BMO Guardian funds

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Canadian funds get failing grade for fees: study https://www.investmentexecutive.com/news/industry-news/canadian-funds-get-failing-grade-for-fees-study/ Thu, 14 May 2009 21:09:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-funds-get-failing-grade-for-fees-study/ Industry awarded top marks for investor protection, prospectuses

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AIM Trimark makes enhancements to Core Bundles line-up https://www.investmentexecutive.com/news/products/aim-trimark-makes-enhancements-to-core-bundles-line-up/ Mon, 14 Apr 2008 18:30:00 +0000 https://www.investmentexecutive.com/uncategorized/aim-trimark-makes-enhancements-to-core-bundles-line-up/ Proposes change to the investment objectives of AIM Global Growth Class

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Russell announces new deferred sales charge option https://www.investmentexecutive.com/news/products/russell-announces-new-deferred-sales-charge-option/ Mon, 11 Feb 2008 17:41:00 +0000 https://www.investmentexecutive.com/uncategorized/russell-announces-new-deferred-sales-charge-option/ Offer applies to LifePoints target allocation portfolios

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AIM Trimark unveils new purchase option https://www.investmentexecutive.com/news/products/aim-trimark-unveils-new-purchase-option/ Mon, 12 Jun 2006 14:15:00 +0000 https://www.investmentexecutive.com/uncategorized/aim-trimark-unveils-new-purchase-option/ DSC based on four-year redemption schedule

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Royal eliminates sales charges on 3rd-party funds https://www.investmentexecutive.com/news/products/royal-eliminates-sales-charges-on-3rd-party-funds/ Mon, 10 Apr 2006 13:50:00 +0000 https://www.investmentexecutive.com/uncategorized/royal-eliminates-sales-charges-on-3rd-party-funds/ Bank expands branch-based investing opportunities

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Mavrix launches F class units https://www.investmentexecutive.com/news/products/mavrix-launches-f-class-units/ Thu, 09 Feb 2006 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/mavrix-launches-f-class-units/ Increases low load DSC commission

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