News and Publications
Second issue of The Natcan QSSP II Investment Fund Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the funds before investing. The funds securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The funds are not guaranteed, their values change frequently and past performance may not be repeated. This document is for information purposes only and does not constitute an offer to sell or a solicitation to buy The Natcan QSSP II Investment Fund Inc. While the information provided herein has been obtained from sources we believe to be reliable, we do not guarantee its accuracy or its completeness, and it does not confer any right to purchasers. No securities regulatory authority has in any way passed upon the merits of this Fund and any representation to the contrary is an offence.
Special Release
With The Natcan QSSP II Investment Fund Inc. (the “Fund”), investors can now combine the benefits of diversification and professional management with the advantages of the new Quebec Stock Savings Plan (the “QSSP II Plan”)1.
The Fund manager is optimistic about the outlook of the Fund and the QSSP II Plan. “By favouring companies with solid balance sheets, reasonable valuations and good growth potential, the Fund will profit from the renewed appetite for risk,” explained Christian Cyr, Senior Vice President, Small-Cap Equities. “New and attractive investment opportunities are gradually emerging in the Quebec market and the strong return potential offered by small-cap equities could win back investors,” he added.
The Fund’s investment objectives are to provide medium- and long-term capital appreciation and to entitle subscribers of Class A Shares, Series 2009 of the Fund to claim a deduction under the QSSP II Plan for income tax purposes for the 2009 tax year.
The plan announced in the Quebec budget on March 19 offers investors a number of advantages, including a tax deduction of 150% of the adjusted cost of qualifying shares or securities acquired from March 20, 2009 to December 31, 20102.
How to invest in the Fund
The new issue of The Natcan QSSP II Investment Fund Inc. begins May 25 and ends on June 23, 2009.
To purchase Class A Shares, Series 2009 of The Natcan QSSP II Investment Fund Inc., please contact Natcan Investment Management Inc. An initial investment of $2,000 per subscriber is required.
About Natcan Investment Management inc.
Founded in 1990, Natcan Investment Management inc. is a National Bank subsidiary that is 14% held by its management team. Recognized as an important institutional fund manager in Canada, Natcan Investment Management specializes in portfolio management for pension funds, endowment funds, pooled funds and wealth management. As at April 30, 2009, it had approximately $23 billion in assets under management and employed over 100 employees.
For Information
Alexandre Dobbie
Assistant Vice President, Distribution
Natcan Investment Management
Tel.: 514-871-7919
1 Consult an investment advisor for further information and to determine whether your investor profile is a good match for this vehicle.
2 Subject to the terms of the QSSP II Plan. Consult your tax specialist for more details and to find out how this deduction applies to your situation.
No securities regulatory authority has in any way passed upon the merits of this Fund and any representation to the contrary is an offence. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The fund is not guaranteed, its value changes frequently and past performance may not be repeated.