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Suggested Readings
  The Ins and Outs of
    Income Funds
discusses income fund risk and return, and lists the factors that may affect the risk profiles of individual income funds.(Source: OSC)

  DBRS: Approach to
    Rating Income Funds
    and Stability Ratings

  DBRS: Personal
    Liability of Unit
    Holders of an Income     Fund

  Handbook of
    Canadian Security
    Analysis

  Tax guide for
    Investment Advisors

  Common Sense
    Investing in Real
    Estate Investment
    Trusts

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Related Articles

  Oceanex income trust prospers below radar screen
Doug Allan, a fellow who works for brokerage firm Raymond James, wrote a few weeks ago to say he was not a happy man (The Globe and Mail - 10/31/2003)

  Regulators call for more income trust scrutiny
Canadian securities regulators are placing the booming income trust sector under the microscope (The Globe and Mail - 10/28/2003)

  New trust standards set right tone for booming sector
Over the next 60 days, executives at the best-run income trusts in this country are going to whiz through 11 pages of proposals (The Globe and Mail - 10/28/2003)

  Income trust guidelines set
Securities regulators across Canada have developed a new set of guidelines aimed at improving the level of disclosure in the burgeoning income trust market. (The Globe and Mail - 10/25/2003)

  Canaccord now covering REIT sector
Canaccord Capital has begun covering 18 real estate investment trusts in North America, giving 10 of them a "buy" rating. (The Globe and Mail - 10/23/2003)

  Legacy profit tumbles 53%
REIT cites effects of SARS but says it expects 'considerable' earnings recovery in 2004 (The Globe and Mail - 10/21/2003)

  Income trusts are not created equal when it comes to tax breaks
Ask any investment dealer - income trusts have been the only game in town in the past couple of years (The Globe and Mail - 10/18/2003)

  High-flying energy trusts expected to return to Earth
There has always been something counterintuitive about the business model of royalty trusts in the energy sector. (The Globe and Mail - 10/18/2003)

  Heating Oil fund takes 'conservative' approach
Heating Oil Partners Income Fund announced yesterday it will no longer include interest deductions in its tax calculations (The Globe and Mail - 10/17/2003)

  Innovative TOROS Trust faces uphill battle in crowded market
At a time when every money manager in the country seems to be out raising an income trust fund, you want to have some sort of wrinkle (The Globe and Mail - 10/9/2003)

  Onex unveils movie assets trust
Onex Corp. filed a preliminary prospectus yesterday for Cineplex Galaxy Income Fund, confirming reports that the company (The Globe and Mail - 10/4/2003)

  Onex seeks $200-million: sources
Onex Corp. is hoping to raise about $200-million through an income trust offering that will combine the Canadian movie theatre (The Globe and Mail - 10/3/2003)

  Loews plans income trust
Loews Cineplex Entertainment Corp. is planning a return to the equity markets - but this time it is proposing to tap the frothy income trust market (The Globe and Mail - 10/2/2003)

  Ottawa eyes trust changes
Federal government officials are looking closely at how income trusts are taxed, but any changes (The Globe and Mail - 10/1/2003)

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