Posts Tagged ‘T class’

This fund is unlikely to sustain its newly-lowered monthly payout

By Dan Hallett on May 23rd, 2013

I have been writing articles in the public domain for more than 13 years.  No series of articles has generated more interest or feedback than my many critiques and analyses of monthly income fund and assessing distribution sustainability.  Below...

The changing face of income trusts, hedge funds, and T-series funds

By Dan Hallett on March 12th, 2010

Here are this week’s latest media appearances by HighView Financial Group. In the March 12, 2010 Globe and Mail, I commented on the changing face of Income Trust mutual funds. In this Wall Street Journal article, I challenge the notion that...

T Series Funds: The Tax Efficiency Myth and Structural Risk

By Dan Hallett on February 9th, 2010

Investors would rather invest in something that distributes a regular amount of cash than sell their shares to generate cash flow.  This psychological phenomenon seems to hold no matter what the source of cash distributions.  Add perceived...

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