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In March 2020, Alaris announced that it would be switching its dividend policy to a quarterly payment rather than monthly with the first quarterly dividend paid July 15, 2020. Alaris is paying a quarterly trust distribution of $0.31/trust unit, following the conversion to an income trust on September 1, 2020. The first of such trust distributions was on October 15, 2020.
On July 28, 2021, Alaris announced an increase of $0.08 (6.5%) per unit to its distribution payable October 2021. The Annualized distribution was 1.32 per unit ($0.33 per quarter). On November 9th, 2022, Alaris announced an annualized distribution increase of $0.04 per unit beginning with the Q4 2022 distribution payable to unitholders of record at December 30, 2022 and payable in January 2023. This represents an increase of 3.0% and results in the current annualized distribution of $1.36 per unit.
A primary objective of Alaris Equity Partners Income Trust (the “Trust”) is to provide Unitholders with stable, predictable and growing quarterly cash distributions on a tax-efficient basis. For Canadian federal income tax purposes, distributions from the Trust will be classified as either Trust income, capital gain, return of capital, eligible dividend, or a combination thereof. Unitholders should seek professional advice with respect to the income tax consequences of an investment in the Trust’s Units. The Trust will disclose the tax treatment for unitholder distributions by the end of the following February for each calendar year.
Holders of Record Date | Payment date | Amount |
---|---|---|
December 31, 2024 | January 15, 2025 | $0.34/trust unit |
September 30, 2024 | October 15, 2024 | $0.34/trust unit |
June 28, 2024 | July 15, 2024 | $0.34/trust unit |
March 29, 2024 | April 15, 2024 | $0.34/trust unit |
TOTAL: $1.36/trust unit |
Holders of Record Date | Payment date | Amount |
---|---|---|
December 29, 2023 | January 15, 2024 | $0.34/trust unit |
September 30, 2023 | October 16, 2023 | $0.34/trust unit |
June 30, 2023 | July 17, 2023 | $0.34/trust unit |
March 31, 2023 | April 17, 2023 | $0.34/trust unit |
TOTAL: $1.36/trust unit |
Holders of Record Date | Payment date | Amount |
---|---|---|
December 30, 2022 | January 16, 2023 | $0.34/trust unit |
September 30, 2022 | October 17, 2022 | $0.33/trust unit |
June 30, 2022 | July 15, 2022 | $0.33/trust unit |
March 31, 2022 | April 18, 2022 | $0.33/trust unit |
TOTAL: $1.33/trust unit |
Holders of Record Date | Payment date | Amount |
---|---|---|
December 31, 2021 | January 17, 2021 | $0.33/trust unit |
September 30, 2021 | October 15, 2021 | $0.33/trust unit |
June 30, 2021 | July 15, 2021 | $0.31/trust unit |
March 31, 2021 | April 15, 2021 | $0.31/trust unit |
TOTAL: $1.28/trust unit |
Click here for 2024 Tax Information
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Alaris previously paid corporate dividends until converting to an income trust on September 1, 2020.
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION & ANALYSIS |
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION AND ANALYSIS |
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION AND ANALYSIS |
ESG |
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION AND ANALYSIS |
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION AND ANALYSIS |
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION AND ANALYSIS |
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION AND ANALYSIS |
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION AND ANALYSIS |
ANNUAL DISCLOSURE DOCUMENTS |
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FINANCIAL REPORTS |
MANAGEMENT DISCUSSION AND ANALYSIS |
Current Investor Presentations | |
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Name | Version |
Web version |
Upcoming Events | |||
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Name | Date | Dial-in | Webcast |
9 AM MT / 11 AM ET Tuesday, March 11, 2025 |
Pre-registration to Q4 | Webcast |
Past Archived Events | |||
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Name | Date | INSTANT REPLAY | Webcast |
November 6, 2024 | Can be accessed through webcast link. | Webcast | |
Aug 2, 2024 | Can be accessed through webcast link. | Webcast | |
May 10, 2024 | Can be accessed through webcast link. | Webcast | |
Mar 15, 2024 | Can be accessed through webcast link. | Webcast |
Information to come.
Location: Burnet, Duckworth & Palmer LLP, 525 8 Ave SW #2400, Calgary, Alberta T2P 1G1
Date: Friday, May 10th 2024
Time: 11:00 AM Mountain Time
Unitholders of Record: March 22, 2024
Notice of Meeting
Notice & Access Notification
2024 Information Circular
Form of Proxy (for use by registered unitholders only)
ComputerShare Investor Services Inc.
100 University Avenue, 8th Floor
Toronto, Ontario, MFJ 2Y1
1.800.564.6253
service@computershare.com
www.computershare.com
Sophia Langlois, Chairperson (contact Audit Chair)
Kim Lynch Proctor
Peter Grosskopf
E. Mitchell Shier, Chairperson – Governance Matters (contact Governance Chair)
Robert Bertram
Peter Grosskopf
Robert Bertram, Chairperson
Kim Lynch Proctor
Sophia Langlois
Peter Grosskopf, Chairperson
Robert Bertram
E. Mitchell Shier
Kim Lynch Proctor
Sophia Langlois