Fund Basics

Prospectus

Definition

What is Prospectus?

The formal document explaining a fund's objective, strategy, risks, fees, governance, and dealing rules.

Example in practice

How This Looks in Practice

Before investing, an investorA person or organisation that commits capital with the expectation of a financial return. checks the prospectus for the minimum subscriptionThe process of buying new units in a fund by submitting money and a valid instruction., redemptionThe process of selling fund units back to the fund in exchange for cash. period, and management feeThe recurring fee paid from fund assets to the fund manager for managing the portfolio..

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