Sentences with phrase «corporate class funds»

Unlike trusts, corporate class funds can't pass along all their income to shareholders, so they also tend to have fewer taxable distributions.

Before looking at the new ETFs, let's review how corporate class funds work.

This comes with a cost; The MER on corporate class funds is often about 20 basis points higher than what would be charged on regular funds.

Still right for a family in which each member has maximized RRSP room, or in cases where taxpayers are no longer age - eligible, the selection of corporate class funds meets several criteria of tax - efficient investing:

A. Corporate class funds have had broad appeal for their tax advantages, especially by seniors and higher net worth investors.

Corporate class funds offered an important hedge against all of those risks for non-registered account holders, through their tax efficiency.

Second, will all these corporate class funds (including ETFs) be affected?

Corporate class funds offered an opportunity to diversify income earnings and most importantly, the ability to switch between individual funds held within the structure on a tax - free basis.

The result for the family who uses corporate class funds is the opportunity to structure taxable income from non-registered accounts to keep more of the first dollars invested, avoid high marginal tax rates and limit clawbacks of social benefits like the Old Age Security.

You would use corporate class funds or funds that have a history of limited distributions.

RBC Global Asset Management Inc. today announced that effective September 12, 2014, the following RBC Corporate Class Funds (the Funds) will be closed, subject to shareholder and regulatory approval:...

2014.03.31 RBC Global Asset Management Inc. announces proposal to close certain RBC Corporate Class Funds RBC Global Asset Management Inc. today announced that effective September 12, 2014, the following RBC Corporate Class Funds (the Funds) will be closed, subject to shareholder and regulatory approval:...

2016.01.25 RBC Global Asset Management expands suite of US$ investment solutions for Canadian investors RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the expansion of its corporate class funds, including the addition of US$ priced options on...

RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the expansion of its corporate class funds, including the addition of US$ priced options on...

RBC Global Asset Management Inc. today announced the launch of 10 new RBC Corporate Class Funds.

2014.06.20 RBC Global Asset Management Inc. announces security holder approval of changes to certain RBC Funds and RBC Corporate Class Funds RBC Global Asset Management Inc. (RBC GAM) today announced that security holders have approved changes to the investment objectives...

Franklin Templeton will continue to monitor regulatory changes impacting Corporate Class funds and work with industry groups and other stakeholders to better understand impact to investors, and seek to mitigate that impact where possible.

This is why it only makes sense to put non-registered investments in corporate class funds.

Granted there is some tax efficiency in a corporate class fund (I haven't looked into this further, so I'll take your word for it) but investors can easily duplicate this by strategically placing their assets across taxable, RRSP and TFSA accounts.

The first type is called a corporate class fund.

Not exact matches

Almost all mutual fund companies offer this option, and most of the same funds can be bought inside or outside a corporate class arrangement.

Stelmach's funds include the Bissett Canadian High Dividend fund, the Bissett Energy Corporate Class Series and the Bissett Canadian Dividend Class, all of which have four - star ratings.

Mergers on March 13, 2015 of Templeton Canadian Stock Fund, Templeton Canadian Stock Corporate Class and Templeton Canadian Balanced Fund into designated Franklin Bissett funds.

Martin Lipton, the corporate lawyer best known for helping managers stay in control with so - called poison pills, says dual - class shares ward off «myopic activists» — hedge - fund managers and buyout specialists who aim to drive up share prices in the short term yet harm the company's long - term interests.

Franklin ActiveQuant U.S. Corporate Class Franklin ActiveQuant U.S. Fund Franklin Mutual U.S. Shares Corporate Class Franklin Mutual U.S. Shares Fund Franklin U.S. Core Equity Fund Franklin U.S. Opportunities Corporate Class Franklin U.S. Opportunities Fund Franklin U.S. Rising Dividends Corporate Class Franklin U.S. Rising Dividends Fund Franklin U.S. Rising Dividends Hedged Corporate Class

With respect to the 2016 Federal Budget announcement, effective January 1, 2017, switches between Corporate Class mutual funds will no longer benefit from tax - deferred treatment, and instead will be treated as a disposition at fair market value, triggering a capital gain or loss.

Mr. Stephen is a Director of TD Mutual Funds Corporate Class Limited, and a member of the TD Asset Management Independent Review Committee.

Progressives will be expecting the government to deliver on its ambitious social agenda, and will note that this could be easily funded on the revenue side by implementing a modest corporate tax increase, by scaling back the so - called middle class tax cut, and by setting more ambitious targets for the promised Liberal review of tax loopholes for the most affluent.

The seven asset classes are: (1) government bonds; (2) investment grade corporate bonds; (3) high - yield corporate bonds; (4) global equity; (5) real estate; (6) commodities; and, (7) hedge funds.

«The goal was to create a world - class event and food festival that helped raise funds in Florida for education and in New York City for the hunger causes,» says Lee Brian Schrager, founder and vice president of corporate communications and national events at Southern Wine and Spirits of America.

The Times unearthed a corporate intelligence company with a close interest in Sri Lanka, a property investor who lobbies for Israel and a venture capitalist keen on strong ties to fund the # 147,000 bill he notched up on travel and hotels, sometimes including first class travel and five - star hotels.

Nor do I know if she supports our goal of building an independent left party of the working class majority that is free to act without the compromising entanglements of the major parties with their wealthy corporate funders.

By rejecting corporate money and funding his campaign solely with the help of small individual donations, Hawkins holds himself fully accountable to the middle - and working - class people of New York.

Harries received his «superintendent training» as a member of the 2009 class of the Broad Academy, the corporate education reform foundation that is funded by billionaire Eli Broad who is one of the three largest donors behind the education reform movement, along with Bill Gates and the Walton Family of Wal - Mart fame.

Yet with all of these billionaires and multi-millionaires and investment companies and corporate elite, Achievement First, Inc. is claiming, with a straight face, that it can only help reduce class sizes in New Haven's Public Schools if the public school system hands over more money to fund the company's expansion plans.

/ CNW / - First Asset («First Asset» or the «Manager») is pleased to announce the launch of five new corporate class exchange traded funds («ETFs»), to broaden the lineup of ETFs currently available in First Asset corporate class.

Each of the new First Asset Corporate Class ETFs is a separate share class («ETF Shares») of First Asset Fund Corp. and will trade under its own TSX ticker symbol, with its own investment objectives and its own portfolio of assets as described bClass ETFs is a separate share class («ETF Shares») of First Asset Fund Corp. and will trade under its own TSX ticker symbol, with its own investment objectives and its own portfolio of assets as described bclass («ETF Shares») of First Asset Fund Corp. and will trade under its own TSX ticker symbol, with its own investment objectives and its own portfolio of assets as described below:

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

One advantage mutual funds hold over ETFs is the potential to use the «corporate class» structure.

The fund industry likes to compare corporate - class funds to a house with many rooms: you can move from one room to another without selling the house.

But if you've invested in corporate class mutual funds, you'll want to do any switching between funds on a tax - free basis now until September as that special tax - free treatment will disappear.

Looking both within and outside of the benchmark, the Fund seeks relative value opportunities across traditional investment - grade and high - yield bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.

Other tax - efficient options that you might consider, Dale, include corporate class mutual funds or ETFs that result in less tax than their traditional counterparts, flow - through shares, life insurance products or direct real estate investment.

Purpose Premium Yield Fund is a part of the firm's corporate - class structure funds.

Also, because it is set up in a corporate class structure, there are no capital gains taxes when the funds are automatically rebalanced periodically.

· Using corporate class mutual funds may also be a good strategy given they can defer most sources of income.

Corporate class seeks to reduce taxable distributions to investors by pooling income, losses and expenses from multiple funds to try to minimize highly taxed interest and foreign dividends in favour of preferentially taxed Canadian dividends and capital gains.

CI was the first mutual fund company to offer corporate class mutual funds in Canada and Purpose was the first ETF company.

Performance for Class A units of Renaissance Corporate Bond Fund and the number of mutual funds in the Fund's Canadian Fixed Income category for the period ended December 31, 2017 is as follows: 3.1 %, 582 funds (1 year), 2.7 %, 463 funds (3 years), 2.7 %, 373 funds (5 years) and 3.7 %, n / a (since inception November 18, 2009).

A broad ensemble of global income investments, the Fund seeks value opportunities across both traditional investment - grade and high - yield bond sectors and nontraditional asset classes, including convertibles, preferred stocks, non-U.S. sovereign and corporate debt and floating - rate loans.