Impact of Fees
Fees can have a tremendous impact on your returns and more importantly magnify your losses. Unlike most Canadian mutual funds we don’t think it’s particularly fair to be charging investors any fees if we’re not making you money during a calendar year. In fact, we only charge fees after we earn at least 5% per calendar year for you.
The Investment Partners Fund needs to return 15% before our fees equal those of most equity mutual funds.
Check out Get Smart About Your Money to see how the fees most mutual fund charge you can impact your portfolio.
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