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Explore our tax-efficient funds designed for Canadians investing outside of their registered accounts. Corporate Class Funds allow investors to switch between different Franklin Templeton Investments funds without triggering a taxable event, such as a capital gain.
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Corporate Class Funds are ideal for investors who:
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- Are looking for great investment ideas outside of their RRSP
- Want to defer capital gains (or losses) that result from switching
- Want to invest in funds with proven track records and well-established histories
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How Do Corporate Class Funds work?
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- Designed for non-registered investments
- Allows switching from one fund to another within the Corporate Class structure without triggering immediate tax consequence
- Switches occur on a tax-deferred "rollover" basis resulting in capital gains (or losses) not being realized at the time of the switch
- Capital gains (or losses) are deferred until the investment is eventually redeemed
- As long as the switch to fund is within the Corporate Class structure, investors may place switches without triggering immediate tax consequences
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Benefits of Corporate Class Funds
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- Defer taxes when switching between funds within the Corporate Class structure
- A wide selection of eligible funds
- Experience different management styles
- Enhance the opportunities of asset allocation
- Invest in funds with a proven track record
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Important: Franklin Japan Corporate Class, Templeton European Corporate Class and Templeton BRIC Corporate Class are structured as separate portfolios
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