Mutual Fund Basics

Invest in professionally managed investment products

How are investors of mutual funds protected?
Mutual funds are highly regulated by the Securities and Exchange Commission (SEC) under the implementing rules and regulation of the Investment Company Act ...
Tue, 6 Jul, 2021 at 10:55 AM
What is the holding period of mutual funds?
"HOLDING PERIOD" is a particular time horizon that must be fulfilled in order to spare investors from paying exit fees once they decide to redeem ...
Tue, 6 Jul, 2021 at 4:13 PM
Can I liquidate my investment anytime?
You may redeem your investments at any time subject to the settlement procedures of the specific mutual funds. You just need to take note of the early redem...
Wed, 7 Jul, 2021 at 10:41 AM
How are mutual funds being managed?
Mutual funds are generally managed by a registered investment company adviser based on the specified investment objective of the fund. Fund managers working...
Tue, 6 Jul, 2021 at 3:34 PM
What is the difference between a mutual fund and a unit investment trust fund?
Mutual funds and unit investment trust funds (UITFs) are similar as both instruments pool together money from numerous investors to build a portfolio of inv...
Wed, 28 Oct, 2015 at 3:27 PM
What are the taxes involved when investing in mutual funds?
As provided by the National Internal Revenue Code, as amended, gains realized upon redemption of shares in a mutual fund company are exempt from income tax....
Wed, 7 Jul, 2021 at 10:42 AM
As a US person, can I invest in all mutual funds?
Mutual funds from the following fund providers are not available to US persons: Sun Life Asset Management Inc. (SLAMCI) Philam Asset Management Inc. (PAM...
Mon, 16 May, 2022 at 11:25 AM