As at November 15, 2024Show prices
SaskWorks Diversified (Class A - Series A) - 27.5059
SaskWorks Diversified (Class A - Series B) - 29.8056
SaskWorks Diversified (Class A - Series F) - 33.0756
SaskWorks Resources (Class R - Series A) - 26.9724
SaskWorks Resources (Class R - Series B) - 35.3832
SaskWorks Resources (Class R - Series F) - 30.0659
SaskWorks Venture Fund is a mutual fund. Like any mutual fund, individual investors purchase shares in a professionally-managed pool of assets. Unlike most mutual funds, investors in SaskWorks receive a 32.5% tax credit in addition to their RRSP tax deferral.
| Your Sample Taxable Income | Marginal Tax Rate | 32.5% Tax Credit** | RRSP Tax Savings*** | Your Total Tax Credits & Savings | Your Cost | ||
|---|---|---|---|---|---|---|---|
| $52,057.00 | 25.5% | $1,625.00 | + | $1,275.00 | = | $2,900.00 | $2,100.00 |
| $53,962.00 | 27.5% | $1,625.00 | + | $1,375.00 | = | $3,000.00 | $2,000.00 |
| $83,800.00 | 33.0% | $1,625.00 | + | $1,650.00 | = | $3,275.00 | $1,725.00 |
| $130,233.00 | 38.5% | $1,625.00 | + | $1,925.00 | = | $3,550.00 | $1,450.00 |
| $160,969.00 | 40.5% | $1,625.00 | + | $2,025.00 | = | $3,650.00 | $1,350.00 |
| $209,978.00 | 43.5% | $1,625.00 | + | $2,175.00 | = | $3,800.00 | $1,200.00 |
| $246,752.00 | 47.5% | $1,625.00 | + | $2,375.00 | = | $4,000.00 | $1,000.00 |
* Investment of $5,000 is used as an example only. Investors may contribute any amount they choose to a maximum of $5,000 annually. All investments in SaskWorks are subject to a government-mandated 8-year maturity period.
** Tax credits equaling 32.5% of an investor’s total contribution are available, regardless of whether or not the investment is held in an RRSP.
*** RRSP tax savings are not unique to this investment.
This offering is made only by prospectus. The prospectus contains important detailed information about the securities being offered. Copies of the prospectus may be obtained free of charge from your Investment Advisor or the Fund’s agent, iA Private Wealth Inc. (www.iaprivatewealth.ca). Investors should read the prospectus and consult an Investment Advisor before making an investment decision.
SaskWorks Venture Fund uses its assets to invest in small- and medium-sized Saskatchewan companies. Since its inception, the fund has provided a unique opportunity for Saskatchewan residents to keep their investment dollars at home, helping to grow local companies and creating jobs in our province.
The fund is divided into two share classes: Diversified (Class A) and Resources (Class R). Investors may choose to place 100% of their investment dollars in one of the share classes or divide their investment between the two by any allocation they choose.
Shares in SaskWorks Venture Fund may be purchased through a licensed Investment Advisor or via a self-directed investing account. If you do not currently work with an advisor, please contact Austin Bentz at 306-533-9170 or austinbentz@pfm.ca to locate one in your area.
You may invest in SaskWorks in one of the following three ways:
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Please be advised that this offering is made only by Prospectus. The prospectus contains important detailed information about the securities being offered. Copies of the prospectus may be obtained free of charge from your investment advisor or the fund’s agent, iA Private Wealth Inc. (www.iaprivatewealth.ca). Investors should read the prospectus and consult with an investment advisor before making an investment decision.
Please select the option that best describes you: