T-Series Options

Jan 16 2008

Introducing the Stone T-Series

The Stone T-Series are a type of investment geared to providing investors with:
 
 
  • a consistent monthly income stream of 8% per annum, while deferring the payment of taxes.

The Stone T-Series are right for you if you: 
 
 
  •  
    require a regular stream of tax efficient monthly income of 8% per annum or $0.0667 per month per security assuming starting NAVPS of $10,
     
     
  •  
    seek tax efficiency through the deferment of capital gains tax, 
     
     
  •  
    have a higher risk tolerance to accept opportunity for higher return, and
     
     
  •  
    are interested in a non-registered investment.
     
     

The Stone T-Series tax benefits are many since the primary source of distributions are intended to be delivered through non-taxable return of capital. 

By receiving the monthly distribution through the T-Series option, you will have the opportunity to defer the payment of taxes until your investment is redeemed.
 
This means that your after-tax income will be higher and you may in the future experience reduced tax rates.


The Stone T-Series funds operate under two unique mandates:

Pure Growth®
Seeks companies generating long-term profitability growth.

Pure Total Return™
All stock investments must pay a dividend.


Now an available option on:                 
 
  • Stone & Co. Flagship Growth & Income Fund Canada
     
     
     
     
  • Stone & Co. Flagship Stock Fund Canada
     
     
     
     
  •  
    Stone & Co. Flagship Global Growth Fund
     
     
     
  • Stone & Co. Longevity Global Dividend Fund
 
Click the following links to access further information on Stone T-Series options

 

 

 

 

Back to New Products