As at January 17, 2025Show prices
SaskWorks Diversified (Class A - Series A) - 27.5409
SaskWorks Diversified (Class A - Series B) - 29.8878
SaskWorks Diversified (Class A - Series F) - 33.2109
SaskWorks Resources (Class R - Series A) - 27.1746
SaskWorks Resources (Class R - Series B) - 35.9397
SaskWorks Resources (Class R - Series F) - 30.4952
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SaskWorks Venture Fund provides a unique opportunity for Saskatchewan residents to keep their investment dollars at home, helping to grow local companies and creating jobs in our Province.
SaskWorks is a Saskatchewan-based retail mutual fund that invests in privately-held small and medium-sized businesses owned or primarily operated in Saskatchewan.
SaskWorks Venture Fund provides a unique opportunity for Saskatchewan residents to keep their investment dollars at home, helping to grow local companies and creating jobs in our Province.
SaskWorks is a Saskatchewan-based retail mutual fund that invests in privately-held small and medium-sized businesses owned or primarily operated in Saskatchewan.
RRSP Tax Deferral
PLUS
32.5%
Tax Credit
Investments in SaskWorks are eligible to receive a tax credit equal to 32.5% in addition to their RRSP tax deferral.
An investment in SaskWorks is RRSP and tax credit-eligible. In addition to an RRSP tax deferral, investors in SaskWorks will receive a 17.5% Provincial tax credit and a 15% Federal tax credit on investments of up to $5,000 annually.
| 15% | + | 17.5% | = | 32.5% |
| Federal Tax Credit | Provincial Tax Credit | Total Tax Credit |
This means a $5,000 investment in SaskWorks may cost as little as $1,725!†
†Assumes a $5,000 investment by an investor in a marginal tax bracket of 33% ($55,867 – $111,733).
$55,867 - $111,733 (33.00%)
32.5% Tax Credit
RRSP Tax Savings
+
Total Tax Credits & Savings
Your Cost
View all our resources on the Shareholder Materials & Publications page:
With the support of Saskatchewan’s investment community, SaskWorks has:*
Raised over
$735 Million
Invested
$689 Million
Made
301 investments
across
154 diverse companies
Exited
103 companies
For a total proceeds of
$729 Million
Representing a gain to the fund of
$351 Million**
*Since inception through August 31, 2024.
**Aggregate of both share classes, including full and partial exits, since inception through August 31, 2024.
| Series A | Series B | Series F | |
|---|---|---|---|
| YTD | 4.88% | 7.16% | 6.67% |
| 1 year | 4.88% | 7.16% | 6.67% |
| 3 year | 6.13% | 8.96% | 8.05% |
| 5 year | 5.27% | — | 7.24% |
| 10 year | 6.17% | — | — |
Class A, Series A: CCP100, CCP102
Class A, Series B: CCP103
Class A, Series F: CCP101
as at December 31st, 2024
| Series A | Series B | Series F | |
|---|---|---|---|
| YTD | 13.45% | 24.52% | 20.59% |
| 1 year | 13.45% | 24.52% | 20.59% |
| 3 year | 21.42% | 32.92% | 24.51% |
| 5 year | 18.83% | — | 20.25% |
| 10 year | 6.64% | — | — |
Class R, Series A: CCP200, CCP202
Class R, Series B: CCP203
Class R, Series F: CCP201
as at December 31st, 2024
SaskWorks shares are eligible for rollover following the government-mandated eight year holding period. When you roll-over your mature shares, you are eligible to receive a second 32.5% tax credit on your original investment.
SaskWorks accepts lump sum contributions of $500 or more. Tax credits may only be claimed on a maximum investment of $5,000 per year and cannot be carried forward. Contributions made during “RRSP season”, the first 60 days of the year, may be claimed against the current or previous year’s taxes.
SaskWorks’ pre-authorized debit plan allows you the flexibility to choose your contribution amount and deduction frequency which can be automatically deducted from your checking account on a regular basis.
Take advantage of the 32.5% tax credit and RRSP tax deferral using SaskWorks’ Payroll Investment Plan. *Usually you would receive all these savings when you file your taxes. But with SaskWorks Venture Fund’s Payroll Investment Plan, you receive these savings each payday. Click here to learn more.
January 13, 2025
Regina, Saskatchewan— PFM Capital Inc. (“PFM”) is pleased to announce that they, together with Roynat Equity Partners (“Roynat”) and management, have completed the sale of All-Fab Group (“All-Fab” or the “Company”) to RONA Inc. (“RONA”). During its investment period, PFM and Roynat worked closely with All-Fab to achieve significant growth and operational milestones. This included… Read More
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