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

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:
https://www.youtube.com/watch?v=uCJMknvPz1U

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