HughesLittle Balanced Fund

The HughesLittle Balanced Fund is for registered investors only – RSPs and RRIFs.  It will invest in equities, bonds and money market securities.

Minimum investment: $150,000 for British Columbia, Alberta, Ontario and Quebec residents.

Management fee: 1 % per annum plus harmonized sales tax.

Other expenses: Legal, Audit, Trustee, Custodian, Recordkeeping and Administration fees plus any applicable taxes.

Commissions: None when purchasing or redeeming units.

Purchasing units: Cheques for RSP Contributions should be made payable to Computershare Trust Company of Canada.

Custodian: RBC Investor Services.

Auditors: KPMG Chartered Accountants.

Computershare Annual Statements Update May 23, 2019:

Computershare has re-sent out the 2018 Annual Statements for RRSP accounts showing correct number of units. Please note that these are revised statements but do not not state as such on the statements.

 

RSP Contributions update January 11, 2019:

  • On-line contributions:

To make contributions to your RSP account online, simply add “Computershare Registered Plan Contribution” or “Computershare Private Client Solutions Contributions” as a bill payee on your personal on-line banking account. Use your Computershare account number (1). Currently the on-line feature is only available for accounts with major banks. Computershare is in the process of adding credit unions to the list.

  • Contributions by cheque:

Send a cheque made payable to “Computershare Trust Company of Canada” to our office address and we will deliver it to Computershare.

HughesLittle Investment Management Ltd.

Box 19, 690 – 688 West Hastings Street

Vancouver, BC V6B 1P1

(1) Not received your Computershare on-line account instructions:

If you haven’t received your Computershare on-line account instructions, please contact us.

March 1, 2019 is the deadline for contributing to an RRSP for the 2018 tax year.