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.
-
Atlantic Venture Fund
- Fund Insights (
PDF 827KB) - Tax Savings (PDF 711KB)
- Loonie (PDF 110KB)
- Now with more choice (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 (
-
Portfolio Informaton
- Market Commentary - June 30, 2010- Thomas J. Hayes, President & CEO GrowthWorks Atlantic Ltd.
- CEO Perspective
- Virtual Marine Technology (PDF 225KB)
- Virtual Marine Technology (
-
Payroll Savings Plan
-
General information
- Fund Codes (PDF 46KB)
- FAQs (PDF 144KB)
- GrowthWorks Profile (PDF 148KB)
- Why RVCs? - Venturing beyond the 35% tax credit (PDF 192KB)
- Valuation Policy (PDF 192KB)
- Ethical Investing (PDF 140KB)
- Tax-Free Savings Account (PDF 329KB)
- How to Claim Provincial Tax Credits
- How to Claim Federal Tax Credits
- Fund Codes (
-
E-newsletters
- September 2009 (PDF 259KB)
- February 2009 (PDF 219KB)
- August 2008 (PDF 254KB)
- September 2009 (
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)
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
GrowthWorks Atlantic Venture Diversified shares--------------WVN491
 |
Acrobat Reader is required to view PDFs. Download for free if needed.
^ top