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SPLIT Share Funds (Corporations) EXPLAINED From A-Z: Benefits & Dangers + My Personal Tips & Tricks

Passive Income Tip: Passive income is attractive because it frees up your time so you can focus on the things you actually enjoy. Workers in most professions must continue to work the same number of hours year after year in order to earn the same amount of money and enjoy the same lifestyle. When you factor in inflation, those workers must receive pay raises or work even more hours to maintain their current income. Passive income supplements a worker's income from their job, allowing them to work fewer hours, stick with the same pay rate, or improve their lifestyle. (thebalance.com)

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0:00 INTRO
1:34 SPLIT Fund Structure
3:13 Preferred Shares
4:40 Class A Shares
8:00 $15 UNIT NAV Rule
11:13 Termination Dates
14:17 Management Fees
16:13 Split Fund EXAMPLES
35:13 My Opinion (Class A vs Prefs)
37:00 How to Assess SPLIT FUNDS (4 Factors)
41:50 SPLIT Fund Dangers!
48:30 My overall thoughts….
53:46 No LOVE for SPLIT Funds 🙁
55:31 HONEST OPINION
57:30 Please LIKE! – OUTRO

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Resources:

Brandon Beavis Investing on Split Share Funds:

Rob Lauzon explaining Split Funds on BNN:
https://www.bnnbloomberg.ca/investing/video/rob-lauzon-discusses-split-share-mutual-funds~1425807

Split Funds Article:
https://financialpost.com/investing/fp-explains-everything-you-need-to-know-about-investing-in-split-shares

Split Funds according to BROMPTON:
https://www.bromptongroup.com/wp-content/uploads/2018/11/splitshare_primer2019.pdf

Split Funds according to Quadravest:
https://www.quadravest.com/_files/ugd/78f11d_ad97ac350fe6489c8e15e31c87ce0735.pdf

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