Income Options:
T-Class units
and T-series shares
Cutting Down on Income Tax
- An investment that generates a predetermined monthly income
- A tax-advantaged product
- Return equivalent to A-class units and equity series A
- T-class units: In 8 Desjardins Funds and the Diapason Retirement Portfolios
- Equity series T: In Corporate Class Chorus II portfolios
Characteristics
|
|
|---|---|
Eligibility
| - Non-registered accounts |
Tax advantage
| - A large portion of the income generated (up to 90%) is considered as a return of capital and is not taxable immediately - Higher net income |
Desjardins Funds
| - Balanced Funds Québec Balanced Dividend Income - Canadian Equity Funds Dividend Growth Canadian Equity Value - Global and International Equity Funds Global Dividend Global All Cap Equity - Specialty funds Completion investments Global real estate |
Investment solutions
| - Diapason Retirement Portfolios - Chorus II portfolios |
Financial data
| - Distribution per unit |
Documents
Video
Behind the scenes with our experts.
Introducing our fund managers.
Copyright © 1996-2010, Fédération des caisses Desjardins du Québec. All rights reserved.
Copyright © 1996-2010, Fédération des caisses Desjardins du Québec. All rights reserved.