Designed specifically for retirement
G5|20 Series is a family of mutual funds with a strategy to provide a sustainable guaranteed cash flow stream, as well as capital growth potential. It offers:
- Guaranteed cash flow for 20 years.
- Cash flow is 5% of Guaranteed Asset Value.
- GAV Increase feature automatically locks in a portion of fund gains.
- Choice of immediate and deferred cash flow funds.
- Equity exposure without risking your cash flow.
- A dedicated, low-volatility investment strategy designed to provide equity exposure.
- Tax-efficient cash flow for non-registered accounts – the guaranteed cash flow is characterized as return of capital or capital gains.
- The flexibility to redeem fund units at any time and take any capital gains. The remaining unit balance continues to distribute the guaranteed cash flow without penalties.