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Keyword: Corporate class mutual funds

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Sorry we are closed sign board hanging on a door of cafe

Plus, an update on RBC's infrastructure fund and Mackenzie Investments closes a few funds

Number of corporate-class fund share classes, 2015-2023

Changes in the market environment have made the structure less tenable six years after legislation removed a main tax advantage

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

New launches include emerging markets, ESG and private markets, while Invesco is closing multiple funds

vintage microphones

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