About the Fund
GrowthWorks Canadian Fund is a national retail venture capital fund (RVC). Incorporated in 1990 the Fund has approximately $280 million in assets and over 100,000 individual shareholders.
The Fund is an RRSP eligible investment available for purchase through Investment Advisors and discount brokerages, by residents of Alberta, Saskatchewan, Manitoba, Ontario, Northwest Territories, Yukon, and Nunavut.
Key Information:
-
Fund Information:
- Fund Insights (
PDF 254KB)
-
Tax Savings Charts
- Ontario (PDF 59KB)
- Saskatchewan (PDF 60KB)
- Manitoba (
PDF 60KB) - Get a $3,250 Tax Break (Loonie - ON) (PDF 99KB)
- Get a $3,500 Tax Break (Loonie - MB) (PDF 99KB)
- Get a $3,750 Tax Break (Loonie - SK) (PDF 99KB)
- Ontario (
Portfolio Information
- Market Commentary- February 28, 2010 - Tim Lee, Senior Vice President - Investments
- CEO Perspectives
- Morega Systems (PDF 109KB)
- Spectral Diagnostics (PDF 119KB)
- Morega Systems (
E-newsletters
- April 2010 (PDF 470KB)
- December 2009 (PDF 460KB)
- September 2009 (PDF 456KB)
- April 2009 (PDF 442KB)
- February 2009 (PDF 248KB)
- October 2008 (PDF 611KB)
- July 2008 (PDF 254KB)
General Information:
- Fund codes
- Fund Proxy Voting Records
- GrowthWorks Profile (PDF 148KB)
- Why RVCs? Venturing beyond the tax credits (PDF 99KB)
- Valuation Policy (PDF 192KB)
- Ethical Investing (PDF 154KB)
- Self-Directed RSP via Canadian Western Trust
- Tax-Free Savings Account (PDF 329KB)
- How to Claim Provincial Tax Credits
- How to Claim Federal Tax Credits
- FAQ's (PDF 108KB)
Proxy Voting Records
Please click on the link below to view proxy voting records for GrowthWorks Canadian Fund Ltd.
- Proxy voting records - July 1, 2005 - June 30, 2006 (PDF 16KB)
- Proxy voting records - July 1, 2006 - June 30, 2007 (PDF 10KB)
- Proxy voting records - July 1, 2007 - June 30, 2008 (PDF 31KB)
- Proxy voting records - July 1, 2008 - June 30, 2009 (PDF 14KB)
- Proxy voting records - July 1, 2009 - June 30, 2010 (PDF 14KB)
Fund Codes
The following tables list the fund codes and applicable commission structures for each of the GrowthWorks Canadian Fund series of shares.
| GrowthWorks Canadian Fund Class A Shares in the following Series: |
Commission |
Fund Code |
| Venture / Growth | I |
WVN 651 |
II |
WVN 652 |
|
| Venture / Income | I |
WVN 661 |
II |
WVN 662 |
|
| Venture / Financial Services | I |
WVN 671 |
II |
WVN 672 |
|
| Venture / Diversified | I |
WVN 691 |
II |
WVN 692 |
|
| Venture / GIC | I |
WVN 631 |
II |
WVN 632 |
|
| Venture / CMDF Reinvestment* | I |
WVN 608 |
II |
WVN 609 |
Commission Structures:
Along with flexiblility of choice for investors, GrowthWorks offers a choice of commission structures for Investment Advisors:
Commission I:
6% commission and 0.5% trailerCommission II:
9.3% (6% commission plus 3.3% in lieu of a trailer)
*Currently accepts trades from source code 618 only.
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