This brochure provides an overview of SaskWorks, including details on the tax credit, RRSP deferral, current portfolio holdings, fund performance, and available investment options.

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Portfolio Holdings Sheet

This sheet outlines the Fund’s current portfolio holdings, including investment values and brief company descriptions.

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Rollover Brochure

This brochure explains how shareholders can reinvest, or “roll over,” mature shares. It includes examples of potential investment values over an eight-year period, illustrating the benefits of a rollover.

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8-Year Ladder Chart

This chart illustrates the lifecycle of a SaskWorks investment and demonstrates how rolling over shares can enhance long-term outcomes. The ladder program enables shareholders to benefit from the 32.5% tax credit on an annual basis.

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Tax Savings Card

This card outlines the tax credits available by tax bracket and serves as a quick reference for advisors and investors when estimating total tax savings.

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8-Year Growth Statistics

These growth statistics highlight how tax credits can effectively reduce the net cost of your investment. Using a $5,000 investment example, they illustrate how SaskWorks has grown over an eight-year period.

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SaskWorks Volatility Charts

These charts illustrate historical performance and volatility over time for both the Diversified and Resources share classes, and compare SaskWorks’ performance against the TSX Small Cap Total Return Index.

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