As tax shelters are by nature designed to benefit you in retirement, having an idea of when you want to retire will inherently allow you to budget your ‘risk’ accordingly. Standard deviation is a measure of volatility it shows how broadly the Fund's returns have varied over a given time period.Earlier this week, I outlined the idea that choosing the asset classes in which to invest within your tax sheltered RRSP or TFSA is arguably more important than selecting the investment itself. R 2 is a measurement out of 100 that shows the extent to which a portfolio’s movements can be explained by the benchmark's movements. Investments in mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.Ĭompound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund. The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in units value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Please read the prospectus before investing. The benchmark used for analytics for this fund is S&P/TSX Composite Index.Ĭommissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Active share shows how the manager is actively exploiting opportunities that are not reflected in the index. DisclaimerĪctive share measures the percentage a portfolio’s holdings that are different from those in its benchmark. Investors should consult their financial advisor before making a decision as to whether this mutual fund is a suitable investment for them. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Risk rating measures the degree of uncertainty that an investor can handle regarding fluctuations in the value of their portfolio. Series G only available to residents of non-HST provinces and territories.ġ MER For the period ended June 30, 2021.Ģ. Not available for purchases, switches out only.ī.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |