Now Available in Stone T-Series

Oct 24 2008

Stone & Co. Dividend Growth Class Canada Now Available in Stone T-Series

The Stone T-Series:
  • A series of Stone funds that deliver monthly, tax-efficient cash-flow
  • With a monthly distribution targeted to 8% per year, or $0.0667 per month per security assuming a NAVPS of $10
  • Benefiting investors with tax-efficient cash-flow through tax-deferred return of capital
The Stone T-Series provide tax benefits since a portion of the distributions are expected to be tax-deferred return of capital. 

By receiving the monthly T-Series distribution, you will have the opportunity to defer the payment of taxes until your investment is redeemed.
 
This means that your current after-tax income will be higher and you may have a lower tax bracket when you redeem your units.


The Stone T-Series funds operate under two unique mandates, Pure Total Return™ and Pure Growth®.

The Stone investment team strictly adheres to the value of these mandates.

 

 

 

 

 
Pure Total Return™
All stock investments must pay a dividend.
 
Pure Growth®
Seeks companies generating long-term profitability growth.
Stone & Co. Flagship Stock Fund Canada
 

 

 

 

 

 

 

Stone & Co. Dividend Growth Class Canada Lipper Award Winner

 

 

 

 

 

 

 

 

Click on the following link to access further information on the value of Stone T-Series.

 

 

For more information on a T-Series fund, click the fund name below.

These mandates support tax-efficient distributions of capital gains or dividends, both of which are more tax-efficient than income.

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