Investments

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2018 estimated year-end capital gains distributions

This year’s estimated capital gains distributions for unit trust funds are based on data as of November 30, 2018. The actual year-end capital gains distributions may vary significantly from these current estimated amounts.

Only those funds with capital gains distributions estimated to be greater than 4% of assets have been included in this notice. Actual distributions may vary by series within each fund.

Distributions1 greater than 10% of their net asset value per unit (NAVPU)

IG Mackenzie Cundill Global Value Fund

IG T. Rowe Price U.S. Large Cap Equity Fund

Investors Core U.S. Equity Fund

Investors Growth Portfolio

Investors U.S. Dividend Growth Fund

Investors U.S. Dividend Registered Fund

Investors U.S. Opportunities Fund

Distributions1 greater than 7% and less than or equal to 10% of their (NAVPU)

IG Beutel Goodman Canadian Small Cap Fund

IG Mackenzie Ivy European Fund

Investors Global Fund

Distributions1 greater than 4% and less than or equal to 7% of their (NAVPU)

IG Core Portfolio - Balanced Growth

IG Core Portfolio - Growth

IG Core Portfolio - Income Balanced

Investors Canadian Equity Fund

Investors Growth Plus Portfolio

Investors Pan Asian Equity Fund

iProfile U.S. Equity Pool

December 2018 Distribution dates

It is anticipated that the processing of income and capital gains distributions, if applicable, will occur on the following dates:

 

Date

Income

Dividends

Return of Capital

Capital Gains

Asset Funds not offering Series T

December 21, 2018

 

Asset Funds offering Series T (including all other series)

December 21, 2018

 

Asset Funds offering Series T (including all other series)

December 31, 2018

 

 

 

Portfolio Funds not offering Series T

December 21, 2018

 

Portfolio Funds offering Series T (including all other series)

December 21, 2018

 

Portfolio Funds offering Series T (including all other series)

December 31, 2018

 

 

 

Investor Risk Parity Private Pool, Unit Trusts, Investors Real Property Fund (other than Series P), Money Market Funds & GIFs

December 31, 2018

 

Information and advice

For additional information on year-end capital gains distributions, or if you have questions regarding tax planning, please speak to your IG Consultant.

1These are estimates and are subject to change. No reliance should be made on these figures. This notice is not to be taken as any representation of future distributions or fund performance. Guaranteed Income Funds (GIFs) allocate rather than distribute income.

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