As at July 3, 2020Show prices

SaskWorks Diversified (Class A - Series A) $19.8980

SaskWorks Diversified (Class A - Series F) $22.0144

SaskWorks Resources (Class R - Series A) $8.8634

SaskWorks Resources (Class R - Series F) $9.9112

SaskWorks Shareholders

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What is SaskWorks?

SaskWorks Venture Fund provides a unique opportunity for Saskatchewan residents to keep their investment dollars at home, helping to grow local companies and creating jobs in our Province.

SaskWorks is a Saskatchewan-based retail mutual fund that invests in privately-held small and medium-sized businesses owned or primarily operated Saskatchewan.

SaskWorks Venture Fund provides a unique opportunity for Saskatchewan residents to keep their investment dollars at home, helping to grow local companies and creating jobs in our Province.

SaskWorks is a Saskatchewan-based retail mutual fund that invests in privately-held small and medium-sized businesses owned or primarily operated Saskatchewan.

RRSP Tax Deferral

PLUS

32.5%
Tax Credit

Investments in SaskWorks are eligible to receive a tax credit equal to 32.5% in addition to their RRSP tax deferral.

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What does it cost me?

An investment in SaskWorks is RRSP and tax credit-eligible. In addition to an RRSP tax deferral, investors in SaskWorks will receive a 17.5% Provincial tax credit and a 15% Federal tax credit on investments of up to $5,000 annually.

15% + 17.5% = 32.5%
Federal Tax Credit Provincial Tax Credit Total Tax Credit

This means a $5,000 investment in SaskWorks may cost as little as $1,725!

$750Federal Tax Credit (15%)
$875Provincial Tax Credit (17.5%)
$1,650RRSP Tax Deferral (33%)
$1,725Net Cash Outlay After Tax Savings

Assumes a $5,000 investment by an investor in a marginal tax bracket of 33% ($47,630 – $95,259)

Your sample taxable income:

Marginal tax rate:

32.5% Tax Credit

RRSP Tax Savings

+

Total Tax Credits & Savings

Your Cost

* Assumes a $5,000 investment by an investor.

Consistent Performance

SaskWorks is the top performing retail mutual fund in Saskatchewan. With the support of Saskatchewan’s investment community, SaskWorks has:*

Raised over

$585 million

Invested

$539 million

Made

263 investments

across

129 diverse companies

Exited

88 companies

For a total proceeds of

$509 million

Representing a gain to the fund of

$256 million**

*Since inception through March 31, 2020

**Aggregate of both share classes, including full and partial exits, since inception through March 31, 2020

Double Your Tax Credit

SaskWorks shares are eligible for rollover following the government-mandated eight year holding period. When you roll-over your mature shares, you are eligible to receive a second 32.5% tax credit on your original investment.

Three Ways to Invest

Lump Sum Contribution

Lump Sum Contribution

SaskWorks accepts lump sum contributions of $500 or more. Tax credits may only be claimed on a maximum investment of $5,000 per year and cannot be carried forward. Contributions made during “RRSP season”, the first 60 days of the year, may be claimed against the current or previous year’s taxes.

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Pre-authorized Contribution

Pre-authorized Contribution

SaskWorks’ pre-authorized debit plan allows you the flexibility to choose your contribution amount and deduction frequency which can be automatically deducted from your checking account on a regular basis.

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Payroll Investment Plan

Payroll Investment Plan

Take advantage of the 32.5% tax credit and RRSP tax deferral using SaskWorks’ Payroll Investment Plan. *Usually you would receive all these savings when you file your taxes. But with SaskWorks Venture Fund’s Payroll Investment Plan, you receive these savings each payday.

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