Corporate class mutual funds – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 19 Jun 2023 19:28:50 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Corporate class mutual funds – Investment Executive https://www.investmentexecutive.com 32 32 Product roundup: BMO latest to wind up corporate-class funds https://www.investmentexecutive.com/news/products/product-roundup-bmo-latest-to-wind-up-corporate-class-funds/ Mon, 19 Jun 2023 19:28:50 +0000 https://www.investmentexecutive.com/?p=467586 Plus, an update on RBC's infrastructure fund and Mackenzie Investments closes a few funds

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]]> Popularity of corporate-class funds wanes https://www.investmentexecutive.com/news/products/popularity-of-corporate-class-funds-wanes/ Wed, 01 Mar 2023 14:04:49 +0000 https://www.investmentexecutive.com/?p=461262 Changes in the market environment have made the structure less tenable six years after legislation removed a main tax advantage

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]]> What’s new from fund manufacturers https://www.investmentexecutive.com/news/products/whats-new-from-fund-manufacturers-16/ Mon, 13 Feb 2023 22:38:10 +0000 https://www.investmentexecutive.com/?p=460310 New launches include emerging markets, ESG and private markets, while Invesco is closing multiple funds

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]]> Mackenzie to wind up corporate class funds https://www.investmentexecutive.com/news/products/mackenzie-to-wind-up-corporate-class-funds/ Thu, 20 May 2021 15:43:59 +0000 https://www.investmentexecutive.com/?p=422139 The planned closure of Capitalcorp will affect 34 corporate class mutual funds

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]]> Corporate-class funds offer tax benefits https://www.investmentexecutive.com/newspaper_/news-newspaper/corporate-class-funds-offer-tax-benefits/ Fri, 17 Jan 2020 05:14:00 +0000 https://www.investmentexecutive.com/?p=393551 Horizons facilitating tax-deferral election for clients

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]]> TDAM revises product suite https://www.investmentexecutive.com/news/products/tdam-revises-product-suite/ Tue, 29 Jan 2019 14:30:39 +0000 https://www.investmentexecutive.com/?p=375020 Manager launches several series extensions and U.S. dollar purchase options

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]]> Desjardins Investments to close corporate class funds https://www.investmentexecutive.com/news/products/desjardins-investments-to-close-corporate-class-funds/ Thu, 07 Sep 2017 15:00:00 +0000 https://www.investmentexecutive.com/uncategorized/desjardins-investments-to-close-corporate-class-funds/ The closures are partly the result of changes introduced in the 2016 federal budget

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]]> Counsel announces fund mergers https://www.investmentexecutive.com/news/products/counsel-announces-fund-mergers/ Mon, 19 Dec 2016 15:55:00 +0000 https://www.investmentexecutive.com/uncategorized/counsel-announces-fund-mergers/ Five corporate class funds will be merged into corresponding trust funds

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]]> Mackenzie adds four mutual funds to corporate class lineup https://www.investmentexecutive.com/news/products/mackenzie-adds-four-mutual-funds-to-corporate-class-lineup/ Mon, 17 Oct 2016 16:30:00 +0000 https://www.investmentexecutive.com/uncategorized/mackenzie-adds-four-mutual-funds-to-corporate-class-lineup/ 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

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]]> Corporate-class funds are changing https://www.investmentexecutive.com/in-depth_/special-reports/corporate-class-funds-are-changing/ Thu, 13 Oct 2016 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/corporate-class-funds-are-changing/ 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

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