As at September 13, 2024Show prices
SaskWorks Diversified (Class A - Series A) - 27.5645
SaskWorks Diversified (Class A - Series B) - 29.8937
SaskWorks Diversified (Class A - Series F) - 33.0841
SaskWorks Resources (Class R - Series A) - 26.9603
SaskWorks Resources (Class R - Series B) - 35.2822
SaskWorks Resources (Class R - Series F) - 29.9131
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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 in 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 in 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.
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!†
†Assumes a $5,000 investment by an investor in a marginal tax bracket of 33% ($55,867 – $111,733).
$55,867 - $111,733 (33.00%)
32.5% Tax Credit
RRSP Tax Savings
+
Total Tax Credits & Savings
Your Cost
View all our resources on the Shareholder Materials & Publications page:
2024 Semi-Annual ReportGeneral BrochurePayroll Investment Plan Brochure
SaskWorks is the top performing* retail mutual fund in Saskatchewan. With the support of Saskatchewan’s investment community, SaskWorks has:**
Raised over
$699 Million
Invested
$682 Million
Made
299 investments
across
154 diverse companies
Exited
102 companies
For a total proceeds of
$712 Million
Representing a gain to the fund of
$346 Million***
*As per Morningstar.com as June 30, 2024. Based on 1 year, 5 year, 10 year and since inception for Class A shares and 1 year, 3 year, 5 year, 10 year, and since inception for Class R shares.
**Since inception through August 31, 2023.
***Aggregate of both share classes, including full and partial exits, since inception through August 31, 2023.
| Series A | Series B | Series F | |
|---|---|---|---|
| YTD | 5.17% | 7.49% | 6.53% |
| 1 year | 7.55% | 10.71% | 9.66% |
| 3 year | 7.68% | — | 9.72% |
| 5 year | 5.56% | — | 7.60% |
| 10 year | 6.21% | — | — |
Class A, Series A: CCP100, CCP102
Class A, Series B: CCP103
Class A, Series F: CCP101
as at August 31, 2024
| Series A | Series B | Series F | |
|---|---|---|---|
| YTD | 14.38% | 25.57% | 20.68% |
| 1 year | 16.71% | 30.57% | 24.50% |
| 3 year | 28.41% | — | 30.50% |
| 5 year | 18.39% | — | 19.85% |
| 10 year | 6.57% | — | — |
Class R, Series A: CCP200, CCP202
Class R, Series B: CCP203
Class R, Series F: CCP201
as at August 31, 2024
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.
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.
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.
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. Click here to learn more.
July 19, 2024
AZL noted that the project benefits from easy access to essential infrastructure. Credit: Masmikha/Shutterstock. Arizona Lithium (AZL) has received conditional approval for up to $21.6m in transferable royalty credits under the OPGII Programme for Pad #1 at its Prairie Lithium project in Saskatchewan. OGPII credits are earned on eligible expenditures and can only be claimed… Read More
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