Fund Essentials

Stone 2008 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

 

 


 

 

Fund Type: Flow-Through LP

Fund Style: Total Return

Fund Capitalization: All-Caps

Risk Tolerance: Moderate

Net Asset Value Per Security (NAVPS)
$18.0957