Russell Investments Corporate Class

Our corporate class solutions offer tax-efficient investing opportunities.

Corporate class funds are designed to eliminate or minimize taxable distributions.

Because they do not typically distribute interest income to shareholders, corporate class funds can provide more tax-efficient returns than comparable portfolios of mutual funds or individual securities. Annual distributions are generally eligible Canadian dividends and capital gains, which are taxed at a more favorable rate than interest income. Monthly distributions can also be provided as return of capital, which is not taxable until the original investment is depleted.

Why use corporate class?

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Benefit from tax-deferred growth of your investments

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Receive income as a return of capital, which is not immediately taxable

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Choose when to realize capital gains, which could help you manage your taxable income

Capital Dividend Account

A tax-planning tool for
small business owners

See capital dividend account

US Dollar Hedged Series

Funds for tax-sensitive investors who
want exposure to the U.S. dollar

See U.S. dollar hedged series

Accumulation Class Portfolios

Russell Investments Balanced Class
Russell Investments Balanced Growth Class
Russell Investments Long-Term Growth Class

Russell Investments - Corporate Class Funds

Russell Investments Short Term Income Class
Russell Investments Fixed Income Class (closed to new purchases)
Russell Investments Global Unconstrained Bond Class (closed to new purchases)
Russell Investments Global Credit Class (closed to new purchases)
Russell Investments Canadian Dividend Class
Russell Investments Focused Canadian Equity Class
Russell Investments Canadian Equity Class
Russell Investments Global Smaller Companies Class
Russell Investments Focused US Equity Class
Russell Investments US Equity Class
Russell Investments Overseas Equity Class
Russell Investments Focused Global Equity Class
Russell Investments Emerging Markets Equity Class
Russell Investments Global Equity Class
Russell Investments Global Infrastructure Class
Russell Investments Money Market Class (switch only)

Multi-Asset Class Solutions

Multi-Asset Income Strategy Class
Multi-Asset Growth Strategy Class
Multi-Asset Growth & Income Strategy Class
Multi-Asset Fixed Income Class (closed to new purchases)

Russell Investments Income Class Portfolios

Russell Investments Conservative Income Class
Russell Investments Income Essentials Class
Russell Investments Diversified Monthly Income Class

All this, plus Russell Investments' renowned investment process and diversification across asset classes, investment styles, and money managers.

All taxable Canadian dividends (other than capital gains dividends) paid by Russell Investments Corporate Class are eligible dividends for federal tax purposes unless otherwise indicated.

 

Advisors, ready to take the next step? We're here to help.

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You have unique challenges. If you have questions, please contact your Russell Investments representative at 1-888-509-1792 or email canada@russellinvestments.com.

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