More choices for tax efficiency | Mackenzie Investments

Corporate Class Funds

Investors can build wealth faster by minimizing and deferring tax on investments held outside of registered plans such as RRSPs, RESPs and TFSAs. Tax-efficient investing can help portfolios work harder for investors.

Mackenzie Corporate Class Funds are designed to provide two key benefits:

  1. Tax-efficient growth: If you invest in Mackenzie Corporate Class Funds, you may reduce or defer the tax you pay compared to a similar investment in a mutual fund trust. The less tax you have to pay along the way, the faster your investment will grow.
  2. Tax-efficient cash flow: Many Mackenzie Corporate Class Funds offer series, such as Series T, that provide monthly cash flow that is tax deferred until you redeem your investment. This means you can take smaller before-tax payments from these investments and receive the same after-tax cash flow.

Mackenzie Corporate Class Funds are offered across a variety of investment styles, asset classes, sectors and geographic regions. We have expanded our Corporate Class solutions to provide four more options for tax-efficient investing:

Explore the Possibilities

Ask your financial advisor how Mackenzie Corporate Class Funds can help you become a more tax-efficient investor.

* Closed to new investments

Each Corporate Class fund is a class of shares of Mackenzie Financial Capital Corporation (“Capitalcorp”) which is a mutual fund corporation. Unlike mutual fund trusts that calculate their income tax as individual entities, a mutual fund corporation must compute its income for tax purposes as a single entity rather than on a fund-specific basis. Therefore, all income, including capital gains, generated by the Corporate Class funds is aggregated for tax purposes. The aggregate capital losses are used to offset the aggregate capital gains and, to the extent that results in net capital gains for Capitalcorp, capital gains dividends are paid to investors as described in the simplified prospectuses and annual information forms of the Corporate Class funds. 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.