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

See Capital Dividend Account

A tax-planning tool for small business owners

See U.S. Dollar Hedged Series

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

Russell Investments - Corporate Class Funds

Russell Investments Short Term Income Class (closed to new purchases)
Russell Investments Fixed Income Class (closed to new purchases)
Russell Investments Fixed Income Plus Class (closed to new purchases)
Russell Investments Canadian Dividend Class 
Russell Investments Canadian Equity Class
Russell Investments Global Smaller Companies Class
Russell Investments Tax-Managed US Equity Class
Russell Investments US Equity Class
Russell Investments Overseas Equity Class
Russell Investments Tax-Managed Global Equity Class
Russell Investments Emerging Markets Equity Class
Russell Investments Global Equity Class

Russell Investments Global Infrastructure Class

 

Russell Investments - Corporate Class Portfolios

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

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

Multi-Asset Corporate Class Solutions

Multi-Asset Income Strategy Class
Multi-Asset Growth Strategy Class
Multi-Asset Growth & Income Strategy 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.