Mutual funds are typically structured in two ways – either as a trust or a corporation. From an investment perspective, both can be managed in the same way, hold identical portfolios and produce similar returns.
The main difference is that a mutual fund trust is generally only one fund, whereas a corporation is one entity that may consist of any number of share classes, each representing a separate fund.
T-Class provides an income solution that creates a predictable tax-efficient cash flow using Corporate Class funds.
By tapping into the unrealized gains in Corporate Class funds, you can create a predictable, monthly income stream and still allow your investments to continue growing at rates that can potentially match, or outstrip the rate of withdrawal. You receive tax-efficient cash flow without sacrificing the potential for growth.
With T-Class you are able to create a regular cash flow from non-conventional income sources, such as equities and balanced portfolios.