Accessible
A liquid alternative strategy with straightforward, competitive fees and low minimum investmentsAbsolute diversification
Unconstrained to traditional fixed income benchmarks, the fund can invest in BlueBay’s best ideas anywhere in the worldAbsolute returns
The portfolio manager may use long-short, market neutral, hedging and currency strategies to generate performanceExpertise
BlueBay’s diverse team of specialists use proprietary research, a robust process and a collaborative approach to focus on alpha generationTo learn more about BlueBay Global Alternative Bond Fund, speak to an advisor.
The chart below summarizes the interaction between the two.
ETF structure and account type matter
Account Type | ETF Structure | ||
---|---|---|---|
U.S.-listed ETF holding foreign stocks directly | Canadian-listed ETF holding foreign stocks indirectly via a U.S. ETF | Canadian-listed ETF holding foreign stocks directly | |
Non-registered | U.S. WHT recoverable; foreign WHT not recoverable | U.S. WHT recoverable; foreign WHT not recoverable | Foreign WHT recoverable |
RSP/RIF* | U.S. WHT recoverable; foreign WHT not recoverable | U.S. and foreign WHT not recoverable | Foreign WHT not recoverable |
TFSA/RESP | U.S. and foreign WHT not recoverable | U.S. and foreign WHT not recoverable | Foreign WHT not recoverable |
WHT = withholding tax. *U.S. withholding tax does not apply on U.S. dividends earned in an RRSP/RRIF.
Working with an advisor encourages savings and investing. 1
Advised clients have greater net worth over time.1
Advised clients are more successful at saving. 2
Advised clients have greater discipline through volatile markets. 3
1. The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016
2. Canadian Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, Pollara 2019.
3. Strengthening Investor Protection in Ontario - Speaking with Ontarians, Ascentum 2013