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 that are leaders in diverse sectors. All of the Fund’s share classes provide 32.5% in tax credits.
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 normally reserved for high-net-worth and institutional investors – but with an investment in the Golden Opportunities Fund – you can access these investments 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 companies that are solving some of the world’s most important problems 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.