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Individual Products
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Corporate Class Funds
Quadrus Corporate Class Inc. is a dynamic family of funds designed to minimize expected risk while maintaining expected returns. They are diversified across various investment managers, management styles, geographic regions and asset classes so you can be sure your investment is well-positioned to adapt to change in the world’s markets.
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Each corporate class fund is a well-diversified multi-managed fund solution that can fill specific asset-class needs – but when used together, corporate class funds can offer even greater advantages:
- A portfolio that’s well-diversified across asset classes, sectors and managers
- Funds and investment managers that have been selected by a disciplined review process
- A tax-efficient portfolio offering three distinct tax-advantages:
- The freedom to switch or rebalance among the funds without immediately triggering taxable gains or losses* – When you sell one corporate class fund to acquire another, such as during rebalancing, capital gains are not immediately triggered.
- Potentially lower distribution in any given year – The corporate structure allows the different funds to pool all income with expenses, and all investment gains with investment losses, to potentially reduce the taxable distribution to investor in any given year.
- Tax-effective income – Investors in Quadrus’s corporate class funds received capital gains or dividend income—even from the fixed income and cash management classes. This means lower taxes and therefore higher after-tax returns for you.
Find out more about Quadrus Group of Funds on their website, www.quadrusgroupoffunds.com.
Ask your Quadrus investment representative which of Quadrus Group of Funds is right for you.
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