Maple Leaf Funds Critical Minerals Flow-Through Performance
Welcome to Maple Leaf Funds’ Flow-Through Performance page, where we provide a comprehensive overview of the performance of our diversified flow-through funds. Since 2010, Maple Leaf Funds has allowed investors to benefit from tax-efficient natural resource investments. Our flow-through limited partnerships have been designed to maximize after-tax returns, providing an excellent, efficient benefit to their investors.
Our historical performance data demonstrates consistent growth and tax savings for Quebec and National class funds. For instance, Quebec Class investors have enjoyed an average after-tax return of +79.42%, supported by a strategic investment approach and significant tax deductions. Meanwhile, the National class funds have delivered a robust average after-tax return of +19.46%, highlighting the effectiveness of our investment management.
By investing in Maple Leaf Funds, you gain exposure to growth opportunities in Canada’s resource sector and leverage substantial tax advantages. This makes our flow-through partnerships a compelling choice for Canadian investors seeking long-term growth and tax relief.
QUEBEC CLASS
Rolled Critical Minerals Flow-Through
Fund Performance
| ROLLED FLOW-THROUGH FUNDS | NAV AT ROLLOVER (1) | AFTER-TAX RETURN (2) (3) (4) | ROLLOVER DATE |
|---|---|---|---|
|
Maple Leaf Short Duration 2011-II Flow-Through LP- Quebec |
$11.87 |
12.15% |
May 8, 2012 |
|
Maple Leaf Short Duration 2012 Flow-Through LP- Quebec |
$13.06 |
30.05% |
March 8, 2013 |
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| AVERAGE NET ASSET VALUE OF ROLLED FUNDS (1) | $16.29 |
|---|
| AVERAGE AFTER-TAX RETURN OF ROLLED FUNDS (2) (3) (4) | +79.42% |
|---|
(1) Per unit based on an original issue price of $25 per unit.
(2) After-tax return is the simple average after-tax return after capital gains tax has been paid on divestiture and is based on at-risk capital. At-risk capital is after-tax savings from tax credits, CEE, CDE and other deductions.
(3) Quebec Limited Partners received an approximate 125% tax deduction or more on their investment
(4) Tax savings are calculated by multiplying the total estimated income tax deductions for each year by the assumed marginal tax rate of 53.3% for that year.
NATIONAL CLASS
Rolled Critical Minerals Flow-Through
Fund Performance
| AFTER-TAX RETURNS |
|---|
|
ROLLED CRITICAL MINERALS FLOW-THROUGH FUNDS |
NAV AT ROLLOVER |
ROLLOVER DATE |
BC | SK | MB | ON | AB |
|---|---|---|---|---|---|---|---|
|
Maple Leaf Critical Minerals 2023 Enhanced Flow-Through LP NAT CLASS A |
$12.21 |
25-Apr-24 |
+12.60% |
+12.70% |
+0.31% |
+7.63% |
May 8, 2012 |
|
Maple Leaf Critical Minerals 2023 Enhanced Flow-Through LP NAT CLASS F |
$12.68 |
25-Apr-24 |
30.05% |
30.05% |
30.05% |
30.05% |
March 8, 2013 |
|
Maple Leaf Critical Minerals 2023-II Enhanced Flow-Through LP NAT CLASS A |
$12.17 |
27-Sep-24 |
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Maple Leaf Critical Minerals 2023-II Enhanced Flow-Through LP NAT CLASS F |
$12.63 |
27-Sep-24 |
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AVERAGE NET ASSET VALUE OF ROLLED CRITICAL MINERALS FUNDS |
$12.42 |
|---|
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AVERAGE AFTER-TAX RETURN OF ROLLED CRITICAL MINERALS FUNDS |
+12.60% | +12.70% | +0.31% | +7.63% | +0.0% |
|---|
Per unit based on an original issue price of $25 per unit.
After-tax return is the simple average after-tax return after capital gains tax has been paid on divestiture and is based on at-risk capital.
At-risk capital is after tax savings from tax credits, CEE, CDE and other deductions.
Limited Partners received an approximate 152% tax deduction on their investment (or more, if invested in a Quebec Class limited partnership).
Tax savings are calculated by multiplying the total estimated income tax deductions for each year by the assumed marginal tax rate for that year.
To obtain a list of all previous Flow-Through performance prior to the introduction of the Critical Minerals Tax Credit please email info@mapleleaffunds.ca
The information provided on this page is strictly for information purposes and shall not constitute an offer to sell or the solicitation of any offer to buy any securities. Commissions, management fees, and expenses may all be associated with investment funds.
Investment funds are not guaranteed, their values change frequently, and past performance is not necessarily indicative of future results.