Chapter 18: Mutual Funds: Types and Features
In this section
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Types of Mutual Funds
Explore the defining characteristics, structures, and diverse categories of mutual funds in the Canadian market—covering their investment objectives, strategies, and regulatory frameworks.
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Fund Management Styles
Explore various Canadian mutual fund management styles, including active, passive, quantitative, and thematic approaches, and learn how they impact risk, return, and fees.
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Redemption of Mutual Fund Units or Shares
Explore the mechanics, fees, tax considerations, and best practices for redeeming mutual fund units or shares in Canada. Learn about NAV calculation, settlement procedures, and the impact of different Load structures on redemptions.
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Measuring Mutual Fund Performance
Explore how to assess mutual fund returns, compare funds against benchmarks, and apply risk-adjusted metrics in the Canadian regulatory landscape.
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