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Two clients. Two goals. One fund.

March 31, 2025 | Last updated on March 19, 2025
1 min read
Graphic saying and representing title “Split decision”
Illustration by: Colin McRae

Can one investment vehicle address the goals of both your income- and growth-oriented clients? Yes.

Split Shares are unique investment funds that deliver two classes of shares that can be “split” into Preferred Shares for steady dividend income and Class A for an equity investment with built-in leverage.

Our infographic illustrates how Colin, a successful investment advisor much like you, puts Split Shares into action for Sarah (income) and Eli (growth) and shows the math behind it.

Learn more