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: $500,000 for British Columbia, Alberta, Ontario and Quebec residents (as of August 1, 2019).

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 July 11, 2019:

Computershare has informed us that the revised annual statements for RRSP accounts sent out to clients are incorrect . They have advised to disregard all annual statements received by clients for year 2018.

 

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.