Investment Choices
Golden Opportunities Fund has two share classes to choose from: the Diversified Class A-share or the Innovation Class i-share. Both invest in local companies positively impacting your community while maximizing your tax savings.
Golden Opportunities Fund’s INVESTMENT PHILOSOPHY
Golden Opportunities invests in local companies in diverse sectors. All of the Fund’s share classes provide 32.5% in tax credits.
RECOMMENDED
The Fund’s longest-standing and largest share class invested in a wide range of industry sectors including manufacturing, agriculture, construction, healthcare, technology and infrastructure.
The Diversified Class A-share focuses on Private Equity investments. This is an asset class typically for high-net-worth and institutional investors – but with an investment in Golden Opportunities Fund – you can access this asset class for your portfolio too. These are well-established local companies with proven business models, strong cash flow, and aligned management teams with their capital invested right alongside yours.
The Diversified Class A-share has a medium risk profile.
Interested in companies that are bringing new ideas and technology to market? The Innovation Class i-share invests in solution focused companies across a wide range of industries including food production, technology, manufacturing, and mental health.
The Innovation Class i-share invests in local companies that are mature and have been in business for a long time as well as companies in the early stages of their development.
The Innovation Class i-share has a medium risk profile.
Investment Strategies
There are many ways to use the 32.5% tax credits.
Check out some investors’ stories below.
Flexible and affordable investing that fits
ARE YOU JUST STARTING OUT?
Did you recently finish post-secondary education or land your first dream job and would like an affordable and easy way to start investing? There’s no time like the present! Saving early can set you up for success today, and tomorrow.
ARE YOU READY TO TAKE THAT NEXT STEP?
Did you recently get married, buy your first home, start a family or get a promotion and raise? Whatever your next step may be, this is an exciting time and as you build your life there are strategies that can help you maximize your tax savings.
ARE YOU WINDING DOWN AND GEARING UP FOR RETIREMENT?
Is your retirement just around the corner, or are you preparing for the next stage with grown children ready to move out on their own? Investing is a lifelong process – continue to save and maximize your tax credits!