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Building Your Donor Account

Donations to TerraTundra Foundation may be invested in any one of three corporate class mutual funds offered by Terra Mutual Funds Ltd. Each mutual fund provides the potential for donations to grow and ultimately result in additional dollars to charities over time. Enjoy tax-free investment earnings in your donor-advised account. Growth of the account will increase the amount you can recommend for grants to a charity.

TerraTundra Dividend Growth Fund
This mutual fund will invest in approximately 50 to 100 dividend and distribution paying equity securities, primarily of Canadian companies, as well as U.S. and international companies. The investment objectives of this mutual fund are to provide shareholders with dividend income and long-term capital growth by investing in a diversified portfolio. Read Fund Profile...

TerraTundra Money Market Fund
This mutual fund seeks to provide current income and preserve shareholders' principal investment by maintaining a share price of $10. As such it is considered the most conservative investment option. Although the fund invests in short-term, high-quality securities, the amount of income that a shareholder may receive will be largely dependent on the current interest-rate environment. Investors who have a short-term savings goal and seek a competitive yield may wish to consider this fund. Read Fund Profile...

Terra Small Cap Growth Fund
This mutual fund will invest in approximately 50 to 100 equity securities, primarily of small and mid-cap Canadian companies, as well as small and mid-cap U.S. and international companies. This mutual fund may invest up to 20% of its assets in private companies, if any. This mutual fund will have a diversified mandate, providing shareholders with exposure to most, if not all sectors. Read Fund Profile...

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