imaxxFund Information

imaxxFunds™ are available in several different types with features available to provide additional flexibility, including systematic withdrawal plans and dollar cost averaging. For more detailed information, please consult the imaxxFunds Simplified Prospectus.

Minimum Investment

Account Types (Non-Registered)

Non-Registered imaxxFund accounts are available in the following convenient account types:

  • Individual
  • Joint tenants with right of survivorship
  • Tenants in common
  • Corporation
  • Trust
  • In trust for

Account Ownership (Non-Registered)

imaxxFunds can be held within the following Non-Registered ownership types:

  • Client
  • Nominee
  • Intermediary

Account Types (Registered)

imaxxFunds can assist with your tax and estate planning with the following registered accounts.

  • Retirement Savings Plan (RSP) / Spousal RSP
  • Locked-in Retirement Savings Plan (LRSP)
  • Locked-in Retirement Account (LIRA)
  • Retirement Income Fund (RIF) / Spousal RIF / Life Income Fund (LIF)
  • Tax-Free Savings Account (TFSA)

Minimum Initial Investment

An initial investment of $500 is required with a minimum of $50 held in each individual fund.

Additional Deposits

Additional deposits can be made in lump sums of $100 per account. A minimum of $50 must be held within each fund.

Pre-authorized Deposits

Pre-authorized chequing (PACs) is available in amounts of $25 per fund on either a weekly, bi-weekly, monthly, quarterly, semi-annual or annual basis.

Dollar Cost Averaging

Foresters Asset Management allows equal amounts invested to many funds from an initial deposit into one fund over a period of time. To utilize this service, you must have a minimum $1,000 account balance and each transfer must be a minimum of $50. This service is available monthly, quarterly, semi-annually, or annually.

Systematic Withdrawal Plans

Foresters Asset Management Inc. allows equal amount withdrawals from many funds from an initial deposit into one fund over a period of time. To utilize this service, you must have a minimum $5,000 account balance and each transfer must be a minimum of $50. This service is available weekly, bi-weekly, monthly, quarterly, semi-annually, or annually and payment can be sent by cheque or by direct deposit. This service is not available for Registered Retirement Plans.

Class Structure

Class A - Retail Deferred Sales Charge (DSC) and Initial Sales Charge (ISC) units.

Class F - Flat fee units are designed for inclusion in fee based accounts.

Please note: The information above is summary in nature only. For complete disclosure on each imaxxFund and details on all administrative details that apply to the imaxxFunds, please consult the imaxxFunds Simplified Prospectus.