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How do management fees affect my investments?

Explore how management fees can affect your investments and compare the fees associated with different investment options. Learn how these fees can impact your returns over time.

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How do management fees affect my investments?

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  1. How do management fees affect my investments?

  2. Investment Fees • There are no sales charges, switching fees, or front/back-end loads associated with the investment options • Annual IMFs for KPMG Plan range from… • Money Market Fund 0.26% • Asset Allocation & Balanced Fund 0.40%-0.45% • Canadian Equity 0.26%-0.60% • International & Global Equity 0.40%-1.16%

  3. Management Fee Comparison Retail Funds (Average MER): Bond Fund 1.85% Balanced Fund 2.31% Canadian Equity Fund 2.52% Global Equity Fund 2.72% KPMG Retirement Plan Balanced Asset Allocation 0.40%

  4. How do the management fees affect you? Assumptions: compounded annually, beginning of year

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