Fund Essentials

Stone 2004 Flow-Through Limited Partnership

The units of the Stone 2004 Flow-Through Limited Partnership rolled over into the Stone & Co. Resource Plus Class on May 8, 2006.

Portfolio Fit

The Partnership invests in Flow-Through Shares of Resource Issuers engaged primarily in oil & gas and mineral exploration in Canada with a view to the preservation of capital and achieving capital appreciation of the Partnership’s investments.

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: October 2002

Experience: 37 years investment experience


 
 

Fund Type: Flow-Through LP

Fund Style: Total Return

Fund Capitalization: All-Caps

Risk Tolerance: Moderate

Net Asset Value Per Security (NAVPS)
$30.1680