What do you think of the wellesley income fund?

Please note that the above answer not or India. Taxation on equity based Mutual Funds income:(Capital Gains): as per Indian Income Tax. Short term Cap. Gains (Sold before 12 months of holdi...

An income trust fund is set-up for tax planning purposes as they are taxed at a lower rate. In Canada they are generally floated with long-life assets which contribute a steady stream of distributi...

The value of the trust fund is irrelevant, you only need to file if the trust fund's income was >$600 or a beneficiary is a nonresident alien. The trust should have received 1099-INTs, 1...

It depends on what your investment objectives are. I'm a bit skeptical of your choice. You say it's tax managed -- but yet the dividend yield is quite high (9.25%) which will result in ...

The markets all over fell those days and that is reflected in the funds price. You misunderstand funds, if you think buying more of the fund makes it's value go up. The funds are a collection...

$3k to open but other than that it is a winner in my book

Right now AAV probably is, especially with the dividend. But if tax laws change or the price of oil and gas decline the price and dividend could go down. The dividends come from the production, ...

Frankling Templeton is a great Investment Banking firm and all their schemes are run by the finest Finance Professionals available. However as with any mutual fund investment in the share markets t...