Lucas Energy Total Return

Partners, L.P.

Fund Investment Objectives

The Fund seeks to achieve attractive total returns, primarily from a diversified portfolio of hybrid equity securities in the energy sector called Royalty Trusts. These income trusts, also referred to as Resource Trusts, pass through relatively high levels of tax advantaged cash distributions to shareholders. The dividends tend to be variable (rather than fixed income) that can grow with underlying commodity price inflation. Thus the shares have a low or inverse correlation to growth stocks and bonds.