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 Canadian Western Trust.
Custodian: RBC Investor Services.
Auditors: KPMG Chartered Accountants.
You may now make your RSP contributions to the HughesLittle Balanced Fund via online personal banking. Simply add “Canadian Western Trust Contributions” as a bill payee and use your 8 digit CWT account number. Please let us know if you make an on-line transfer so we know to watch out for it.