Fund Essentials
Stone 2009 Flow-Through Limited Partnership
- Portfolio Fit
- Ideal for investors seeking total return tax efficient dividend income via Canadian large-cap exposure, combining growth potential over the mid to long-term, dividend income, and lower risk than average Canadian equity funds.
- Why Invest?
-
Flow-Through Limited Partnerships provide investors with a unique opportunity to participate in Canada's lucrative resource sector
-
Access of up to 110% in tax credits
-
Flow-Through Limited Partnerships are ideal for:
- High income earners, subject to the highest marginal tax rate
- Investors who want to participate in resource exploration and development, and understand the risks associated with the sector
- Investors who have a two-year investment time frame
-
-
Martin Anstee, CFA, MASc, BA
Portfolio Manager
Start Date: July 2005
Experience: 37 years in investment experience
-
Michael Giordano, MBA, CA
Associate Portfolio Manager
Start Date: October 2005
Experience: 12 years investment experience
Portfolio Composition (%) as of July 31, 2010
Investment Policy Allocation
Sector Allocation
07/31/2010
| Fairborne Energy Ltd. | 5.8 |
|---|---|
| Champion Minerals Inc. | 4.8 |
| Baffinland Iron Mines Corporation | 4.8 |
| Teck Resources Limited, Cl. B | 3.7 |
| Canadian Natural Resources Ltd. | 3.6 |
| Crescent Point Energy Corp. | 3.1 |
|---|---|
| Talisman Energy Inc. | 2.9 |
| Penn West Energy Trust | 2.9 |
| Suncor Energy Inc. | 2.8 |
| EnCana Corp. | 2.6 |
37.00
Fund Type: Flow-Through LP
Fund Style: Total Return
Fund Capitalization: All-Caps
Risk Tolerance: Moderate
- Net Asset Value Per Security (NAVPS) as of Sep 03 2010
-
$19.3141