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Investment portfolios in energy and mining companies listed on public stock exchanges. No private investments are permitted. |
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Dual class flow-through: A & F Class Units. |
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Early redemptions beginning September 30, 2013 for the Terra 2012 Flow-Through LP. |
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Early donation feature for the Terra 2012 Foundation Flow-Through LP. |
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Experienced and expert portfolio management with over 37 years experience in the resource sector. |
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Concentrated portfolios with approximately 30 investments so the funds are more likely to outperform larger funds that are overly diversified. |
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Lower cost structure than larger funds. |
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Terra's early rollover Flow-Through LP offers up to 115% in tax deductions and future capital gains treatment and provides an additional 15% federal investment tax credit for qualified mining investments. Additional provincial tax credits may also apply. |
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Redeemable corporate class mutual fund shares allow investors to sell or retain their mutual fund shares for longer-term gains. Taxes are also minimized through the corporate class structure. |
