A short mutual fund document giving investors key information including fund details, performance history, investments, and costs is called?

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The key idea is a concise, standardized summary used in Canadian mutual funds to help investors compare and understand essential details at a glance. This one-page sheet is called Fund Facts. It’s a regulator-approved document that presents the fund’s objective, risk level, recent performance history, top holdings or investment style, and all costs (fees and expenses), along with the fund manager and other basic details. This format is designed to be easy to read and to facilitate quick comparisons between funds. It isn’t the general term for any disclosure, nor the client onboarding process Know Your Client, and it isn’t the product itself (Investment Fund).