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Mutual Funds

Stone Dividend Growth Class

Suitable for investors seeking Canadian large-cap exposure, combining growth potential over the mid to long-term, dividend income, and lower risk than the S&P/TSX Composite Total Return Index.



Fund Details


Fund Type

Canadian Dividend & Income Equity

Fund Mandate

Pure Total Return®

Manager

Stone Asset Management Limited

Portfolio Manager

Stone Asset Management Limited

Fund Net Assets

$333.5 million

Distribution

For Series A, B, C, F and L: Monthly dividend and, in February, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash. For Series T8A, T8B and T8C: Target annual rate of 8% of the security’s net asset value on the last day of the previous calendar year. Dividends and return of capital monthly and, in February, net Capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.

Inception Date

November, 1957

Minimal Initial Investment

$1,000 (A, L & F) – $5,000 (T8A)

Why Invest


  • Pure Total Return® mandate.
  • Current income and long-term higher potential for growth of capital.
  • Core portfolio holding, complementing all investment styles.
  • Award-winning portfolio management team.
  • Less volatility than the Canadian equity average.

Portfolio Managers


Michael Giordano
Michael Giordano, CPA, CA, MBA, CIM
Vice President, Investments
Manager Start Date: 2005
Experience: 21 years of Investment Management
René Fantin
René Fantin, MBA, CFA
Associate Portfolio Manager
Manager Start Date: 2015
Experience: 5 years of Investment Management
Stone Co