About the Fund
GrowthWorks Atlantic Venture Fund offers investors two major benefits: up to 66% tax savings on their investment, and the satisfaction of knowing their investment is supporting the growth of emerging businesses across the Atlantic provinces.
The Fund is currently available for purchase with a federal and provincial tax credit by residents of Nova Scotia, New Brunswick, and Newfoundland and Labrador and with a federal tax credit only by residents of PEI. Contact your Investment Advisor or discount brokerage to purchase the Fund.
Key Information:
Matériaux en français et de l'information sur les fonds sont disponible ici.
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Atlantic Venture Fund
- Fund Insights (
PDF 827KB) - Tax Savings (
PDF 711KB) - Loonie (
PDF 110KB) - Choice of Series (
PDF 140KB) - Get a $2,750 tax break without investing an extra penny (
PDF 90KB)
- *A PEI tax credit is not currently available
- Fund Insights (
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Portfolio Information
- Market Commentary - December 31, 2010- Thomas J. Hayes, President & CEO GrowthWorks Atlantic Ltd.
- CEO Perspective
- Virtual Marine Technology (
PDF 225KB)
- Virtual Marine Technology (
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Payroll Savings Plan
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General information
- Proxy Voting Policy (
PDF 97KB) - Fund Codes (
PDF 46KB) - FAQs (
PDF 144KB) - GrowthWorks Profile (
PDF 148KB) - Valuation Policy (
PDF 192KB) - Ethical Investing (
PDF 140KB) - How to Claim Provincial Tax Credits
- How to Claim Federal Tax Credits
- Proxy Voting Policy (
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E-newsletters
- June 2011 (
PDF 259KB) - September 2009 (
PDF 259KB) - February 2009 (
PDF 219KB) - August 2008 (
PDF 254KB)
- June 2011 (
Proxy Voting Records
Please click on the link below to view proxy voting records for the Atlantic Venture Fund.
- Proxy voting records - July 1, 2005 - June 30, 2006 (
PDF 10KB) - Proxy voting records - July 1, 2006 - June 30, 2007 (
PDF 8KB) - Proxy voting records - July 1, 2007 - June 30, 2008 (
PDF 10KB) - Proxy voting records - July 1, 2008 - June 30, 2009 (
PDF 12KB) - Proxy voting records - July 1, 2009 – June 30, 2010 (
PDF 17KB) - Proxy voting records - July 1, 2010 – June 30, 2011 (
PDF 6KB)
Fund Codes
The GrowthWorks Atlantic Venture Fund codes:
GrowthWorks Atlantic Venture GIC shares ---------------------WVN431
GrowthWorks Atlantic Venture Balanced shares ---------------WVN443
GrowthWorks Atlantic Venture Growth shares------------------WVN451
GrowthWorks Atlantic Venture Financial Services shares -----WVN471
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