Past Performance
Terra Flow-Through LP’s have performed well and provided attractive after-tax returns.
Rollover for 2020 LP is targeted for June 2021. NAV for Class A units is calculated on rollover, except for 2020 LP which is December 31, 2020. After-tax returns for Ontario resident. Past performance does not guarantee future results.
The Terra Difference
Terra LPs vs its peers. Easily distinguishable.
| - | - | - |
|---|---|---|
| TERRA LPs | PEER GROUP | |
| Offering Type | OM | Prospectus |
| Flow-through share type | Super Flow-Through | Super Flow-Through |
| Investments | 100% public companies | ≥ 80% public companies |
| Diversification | Yes ~ 25 or more investments | Yes ~ varies |
| Total tax deductions per $1k | $1,170 ~$1,210 | $1,077 ~ $1,200 |
| Federal ITC Max per $1,000 | $135 | $0 ~ $135 |
| Rollover / Maturity (target date) | June 2022 | Sept 2022 ~ July 2023 |
| FL: A Class | Yes | Yes |
| NL: F Class | Yes ~ No Sales Fee | Yes ~ 2.25% to 2.5% Sales Fee |
| Minimum investment | $2,500 | $2,500 |
| Management Fee | 2% | 2% |
| Performance Bonus | 20% | 20% ~ 30% |
| Auditors | E&Y LLP | Various |
| Legal & Tax | Stikeman Elliott LLP | Various |
| Custodian | NBIN, National Bank | Various |
| Availability | Canada-wide | Canada-wide |
Investors should refer to the Offering Memorandum for more detailed information. The figures are for illustrative purposes only and are not intended as a forecast of future events. Actual tax deductions may be more or less. Tax rates are subject to change.
How We Build Portfolios
Terra actively invests and manages a diversified portfolio of primarily Super Flow-Through shares of publicly traded gold, silver, uranium, copper, cobalt and other mining firms, which provide attractive tax savings and additional returns from rising cash flows & share prices.
Sector weightings are determined through individual stock selection by the portfolio manager. With investment, your capital is at risk.
Past Mining Investments
Terra LPs invest in a diversified portfolio of primarily Super Flow-Through shares of public gold and mining companies that provide up to 130% in tax deductions and credits.
