About the Fund
The Working Opportunity Fund is available to all British Columbians. The Fund is a long-term investment and does have a hold period.
By investing in the Fund, shareholders have the opportunity to participate in the early equity ownership of some of BC’s fastest growing companies in the province’s information technology, life sciences, and cleantech sectors. The Fund looks for companies with a strong management team, the potential for a sustainable advantage and a technological innovation for a large and growing market.
British Columbians are eligible for a 15% federal tax credit and a 15% provincial tax credit on the first $5,000 invested in RVCs each year.
Key information:
The Fund is available in four series of Shares as well as Commercialization series of Shares. The Commercialization Shares offer the added bonus of dividend payments of up to 25% over a three-year period.
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Four series of Shares (Balanced, Growth, Financial, GIC)
- WOF Fund Insights (
PDF 122KB) - WOF Returns
- Loonie (
PDF 142KB) - Tax Break (
PDF 106KB)
-
Working Opportunity Fund Commercialization Series
- WOF Commercialization Shares (
PDF 254KB) - TFSA - Get the GW Advantage (
PDF 367KB)
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Portfolio Information
- Market Commentary- August 25, 2011 - Joe Timlin, VP Investments
- CEO Perspectives
- LightHaus Logic Inc. (
PDF 170KB) - ResponseTek Networks Corp (
PDF 161KB) - Star Solutions (
PDF 158KB) - Tekmira Pharmaceuticals (
PDF 158KB)
- LightHaus Logic Inc. (
- CEO Testimonials (click to view video)
-
E-newsletters
- June 2011 (
PDF 400KB) - February 2011 (
PDF 400KB) - November 2010 (
PDF 425KB) - June 2010 (
PDF 420KB) - February 2010 (
PDF 420KB) - October 2009 (
PDF 406KB) - June 2009 (
PDF 579KB) - April 2009 (
PDF 372KB) - January 2009 (
PDF 240KB) - October 2008 (
PDF 505KB) - June 2008 (
PDF 506KB)
General Information
- Fund Codes
- FAQs
- Proxy Voting Policy (
PDF 97KB)
- Valuation Policy (
PDF 192KB) - GrowthWorks Profile (
PDF 148KB) - Proxy voting records
- Self-Directed RSP via Canadian Western Trust
- Tax-Free Savings Account (
PDF 329KB) - Ethical Investing (
PDF 99KB) - How to Claim Provincial Tax Credits
- How to Claim Federal Tax Credits
Proxy Voting Records
Please click on the link below to view proxy voting records for the Working Opportunity Fund.
- Proxy voting records - July 1, 2010 – June 30, 2011 (
PDF 11KB) - Proxy voting records - July 1, 2009 – June 30, 2010 (
PDF 24KB) - Proxy voting records - July 1, 2005 - June 30, 2006 (
PDF 20KB) - Proxy voting records - July 1, 2006 - June 30, 2007 (
PDF 23KB) - Proxy voting records - July 1, 2007 - June 30, 2008 (
PDF 26KB) - Proxy voting records - July 1, 2008 - June 30, 2009 (
PDF 33KB)
WOF Fund Codes
| WOF Shares | Series 2 Available for sale:Buys, Transfers-in-Kind,Switches,Reinvestments, Redemptions (if mature) |
Series 1 Off sale Available for: Transfers-in-Kind, Switches, Redemptions (if mature) |
| GIC (5/0.5) | 131 | n/a |
| GIC (2/1.0) | 132 | n/a |
| Balanced (5/0.5) | 141 | 890/888 (888 does not pay a trailer fee) |
| Balanced (2/1.0) | 142 | 892 |
| Growth (5/0.5) | 151 | 891/889 (889 does not pay a trailer fee) |
| Growth (2/1.0) | 152 | 893 |
| Financial (5/0.5) | 171 | n/a |
| Financial (2/1.0) | 172 | n/a |
| Commercialization (5/0.5) | 112 | n/a |
| Commercialization (2/1.0) | 212 | n/a |
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