Chapter 22: Other Managed Products

In this section

• 22.1 Segregated Funds
  • 22.1.1 Definition and Structure
    description
  • 22.1.2 Benefits and Risks
    An exploration of the benefits and risks associated with investing in segregated funds.
  • 22.1.3 Comparison with Mutual Funds
    A detailed comparative analysis of segregated funds and mutual funds, focusing on contractual obligations and cost structure.
• 22.2 Labour-Sponsored Venture Capital Corporations (LSVCCs)
  • 22.2.1 Purpose and Structure
    An exploration of Labour-Sponsored Venture Capital Corporations, their economic development goals, and government support incentives.
  • 22.2.2 Investment Strategies
    Exploring the investment strategies of Labour-Sponsored Venture Capital Corporations, with a focus on early-stage, high-growth ventures and the associated risks.
  • 22.2.3 Tax and Regulatory Considerations
    Explore the unique tax credits and regulatory frameworks that govern Labour-Sponsored Venture Capital Corporations (LSVCCs) in Canada.
• 22.3 Closed-End Funds
  • 22.3.1 Structure and Characteristics
    An in-depth analysis of the structure and characteristics of closed-end funds, focusing on their fixed share count and pricing mechanism.
  • 22.3.2 Advantages and Disadvantages
    An in-depth analysis of the advantages and disadvantages of closed-end funds, covering aspects such as stability, dividends, and market fluctuations.
• 22.4 Income Trusts
  • 22.4.1 Definition and Application
    An in-depth look at the structure and functioning of income trusts, focusing on their organizational design and application within certain sectors.
  • 22.4.2 Tax Treatment and Distributions
    Exploring the flow-through tax treatment and distribution practices of income trusts in Canada.
• 22.5 Listed Private Equity
  • 22.5.1 Investment Mechanism
    Understanding the structure and strategy of investing in private equity through publicly listed vehicles.
  • 22.5.2 Benefits and Challenges
    Analysis of the advantages and disadvantages of listed private equity, concerning liquidity, access, and performance volatility.
  • 22.5.3 Risk Management
    Explore the risk management strategies, including valuation variability and diversification, in listed private equity.