Corporate Class Funds

Corporate Class Funds

Corporate class funds allow investors to switch their non-registered holdings between funds without triggering a taxable event. They are structured as a corporation, with each "Class" or share in the corporation representing a specific fund.

Key features:

• Ability to defer capital gains taxes and benefit from compounding investment gains until class holdings are redeemed
• Flexibility to change investments over time as investment needs change
• Available in a wide range of asset classes, including cash