Quadravest Review 

 

SINGLE UNIT TRUST OFFERINGS

INC.UN

Income Financial invests in the North American financial services sector. The trust units target a minimum yield of 8.5% per annum and the income is distributed monthly, predominately in the form of capital gains. Units are listed on The Toronto Stock Exchange.
 

INZ.UN

Inc Fin PLUS invests in the North American financial services sector, supplemented with investments in the S&P 500. The trust units target a minimum yield of 10.0% per annum and the income is distributed monthly, predominately in the form of capital gains. Units are listed on The Toronto Stock Exchange.
 

USA.UN
American Income invests in shares selected from the S&P 500 Index. The trust units target a minimum yield of 8.5% per annum and the income is distributed monthly, predominately in the form of capital gains. Units are listed on The Toronto Stock Exchange.
 

RSP.UN

 AmeriStar RSP Income (100% Canadian Content for RSPs) invests directly or indirectly in a portfolio consisting principally of common shares of companies selected from the S&P 500 Index. The Portfolio may also consist of shares or ADRs of the 50 largest non-U.S. companies (by equity market capitalization) listed on the NYSE. The trust units target a minimum yield of 8.5% per annum and income is distributed monthly, predominately in the form of capital gains. Units are listed on The Toronto Stock Exchange.
 

STREAMS SPLIT SHARE OFFERINGS WITH PRINCIPAL PROTECTION

STR

STR.E 		Financial Services Income STREAMS is a high yielding mutual fund corporation investing in common shares of companies included in the North American financial services sector.   The corporation has two classes of shares that pay monthly capital gains distributions, each targeting a different income level.  The shares are listed on the Toronto Stock Exchange.

 

CGQ

CGQ.E 		Capital Gains Income STREAMS (100% Canadian Content for RSPs) is a high yielding mutual fund corporation investing in common shares of companies included in the S&P 500 Index and the S&P/TSE 60.  The corporation has two classes of shares that pay monthly capital gains distributions, each targeting a different income level.  The shares are listed on the Toronto Stock Exchange.

 

STQ

STQ.E 		Income STREAMS III (100% Canadian Content for RSPs) is a high yielding mutual fund corporation investing in common shares of companies included in the S&P 500 Index and the S&P/TSE 60.  The corporation has two classes of shares that pay monthly capital gains distributions, each targeting a different income level.  The shares are listed on the Toronto Stock Exchange.

 

OTHER SPLIT SHARE OFFERING

YLD
YLD.PR.A
YLD.PR.B

 Split Yield Corporation is a high yielding mutual fund corporation investing in common shares of companies included in the TSE 100 Index and the S&P 100 Index.   The corporation has three classes of shares, each targeting a different income level.  Distributions are paid quarterly. The shares are listed on the Toronto Stock Exchange.