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2023 Pooled Fund Realized Distribution Guidance

2023-12-15, Vanessa McNabb

As a reminder, our pooled funds are required to transfer interest income, dividend income, and realized capital gains to the underlying unitholders so that they are taxed at their individual tax rates. Dividends and interest are distributed quarterly, and realized gains are distributed on the last business day of the year. For more information, please read the following: A guide to pooled fund distributions.

The following table provides estimated capital gains distributions based on pooled fund activity through December 15, 2023. Capital gains may change significantly between now and year-end depending on markets and our trading activity. As such, QV is not liable for any tax strategies executed based on these figures or any other estimates provided.

We expect to receive updated estimates by mid-December. We will update the above table with the revised figures.

Should you have any questions regarding the above guidance, we invite you to contact your Portfolio Manager or Investment Counsellor at your convenience.

All views and projections are the expressed opinion of QV Investors Inc. and are subject to change without notice. This Update is provided for informational purposes only. QV Investors takes no legal responsibility from any losses resulting from investment decisions based on the content of this Update.


Vanessa McNabb | Chief Operating Officer

Vanessa supports QV’s organizational vitality by navigating matters of process, people and strategy.