Company Income Financial Trust

Equities

INC.UN

CA4532991094

Closed End Funds

Market Closed - Toronto S.E. 13:27:19 2024-05-31 EDT 5-day change 1st Jan Change
7.44 CAD +0.04% Intraday chart for Income Financial Trust -1.98% +1.64%

Business Summary

Income Financial Trust (the Trust) is a Canada-based investment trust fund that invests in a diversified portfolio. The Trust’s investment objective is to provide unitholders with a stable stream of monthly distributions by investing in a diversified portfolio consisting primarily of common shares issued by corporations whose shares are included in the S&P/TSX Capped Financials Index, the S&P 500 Financials Index or the S&P MidCap 400 Financials Index. The Trust’s objective is also to provide tax-effective monthly distributions targeted to be 10% annualized, based on the volume-weighted average market price of the units for the last three trading days of the preceding month. Quadravest Capital Management Inc. (Quadravest) is the investment manager for the Trust.

Sales per Business

CAD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
1 100.0 % 1 100.0 % -22.98%

Sales per region

CAD in Million2022Weight2023Weight Delta
Canada
100.0 %
1 100.0 % 1 100.0 % -22.98%

Managers

Managers TitleAgeSince
Chief Executive Officer - -
Director of Finance/CFO - -
Director/Board Member - 99-12-31
Director/Board Member - -

Members of the board

Members of the board TitleAgeSince
Chief Executive Officer - -
Director/Board Member - -
Director/Board Member - 99-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 3,354,770 2,257,665 ( 67.30 %) 0 67.30 %

Shareholders

NameEquities%Valuation
Quadravest Capital Management, Inc.
0.5838 %
19,575 0.5838 % 106 782 $

Company contact information

Income Financial Trust

200 Front Street West Suite 2510

M5V 3K2, Toronto

+416-304-4440

http://www.quadravest.com/incomefinancial-home
address Income Financial Trust(INC.UN)
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