Cash Distribution Funds

Cash distribution funds offer a predictable income stream. Specific distribution rates can be chosen to meet a variety of needs.

Key features:

  • Tax-free switching between different payout rate options within the same fund
  • Available on a diverse line-up of investment funds
  • Tax-efficient monthly cash flow through return on invested capital without redeeming fund units or triggering capital gains*

 

 

 

 

 

*The payment of distributions and distribution breakdown is not guaranteed and may fluctuate. The payment of distributions should not be confused with a fund's performance, rate of return, or yield. If distributions paid by the fund are greater than the performance of the fund, then your original investment will shrink. Distributions paid as a result of capital gains realized by a fund and income and dividends earned by a fund are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base goes below zero, then you will have to pay capital gains tax on the amount below zero. For more information about the Fund's distribution policy and the conditions under which the distribution rate shown may change, please refer to the simplified prospectus.