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Keyword: Corporate class mutual funds

57 results found
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The planned closure of Capitalcorp will affect 34 corporate class mutual funds

  • By: IE Staff
  • May 20, 2021 May 20, 2021
  • 11:43

Horizons facilitating tax-deferral election for clients

business chart showing financial success

Manager launches several series extensions and U.S. dollar purchase options

  • By: IE Staff
  • January 29, 2019 October 17, 2019
  • 09:30

The closures are partly the result of changes introduced in the 2016 federal budget

  • By: Leah Golob
  • September 7, 2017 October 17, 2019
  • 10:00

Five corporate class funds will be merged into corresponding trust funds

Bridgehouse, Morningstar to introduce managed investments program

Although corporate class funds have lost some benefits as a result of changes introduced in the federal budget, they still offer potential for tax-efficient growth and income

Investors will no longer be able to switch from one fund to another within these structures without potential tax liability, but tax strategies such as income withdrawals at lower rates will remain viable

  • By: Jade Hemeon
  • October 12, 2016 November 9, 2019
  • 23:00

Currently, each of the terminating class funds invests solely in its respective continuing trust fund equivalent

  • By: IE Staff
  • September 22, 2016 October 17, 2019
  • 15:40

Although these products will lose their tax-deferral benefit, other tax-efficient features and pooling benefits continue to make these products attractive, the firm states

Feds launch consultation on tax proposals

Extending the deadline by another six to 12 months would give the investment industry time to make a proper transition

  • By: IE Staff
  • April 14, 2016 January 22, 2018
  • 15:40