T-Series

Available for non-registered assets (minimum initial investment of $1,000), the T-Series provides you with a predictable, tax-efficient monthly income. There is no redemption of units and since the distributions are made up, in part, of return of capital, this allows you to defer taxes. You will therefore have the income required to meet your needs while continuing to capitalize on the long-term growth of your investment.

Our T-Series, combined with top funds, becomes even more attractive.

Key features

• Predictable monthly income based on an annual distribution of 5% to 8%*, depending on the fund
• Wide range of Canadian, balanced and global funds
• Proven investment management approach of Standard Life Investments Inc.

* Calculated on the fund's Net Asset Value as at December 31 of the previous year.

Funds offered as part of the T-Series

Distribution Standard Life Mutual Funds Standard Life Monthly Income Fund 8% Standard Life Global Monthly Income Fund 8% Standard Life Canadian Dividend Growth Fund 8% Standard Life Global Dividend Growth Fund 8% Portrait Portfolio Funds Standard Life Conservative Portfolio 5% Standard Life Moderate Portfolio 6% Standard Life Growth Portfolio 7% Standard Life Dividend Growth & Income Portfolio 8% Standard Life Aggressive Portfolio 8% Standard Life Global Portfolio 8%