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Mutual Funds

Stone Global Growth Fund

Suitable for investors seeking a core foreign holding within their portfolio. The Fund is acceptable for investors with mid to long-term investment horizons.



Fund Details


Fund Type

Global Equity

Fund Mandate

Pure Growth®

Manager

Stone Asset Management Limited

Portfolio Manager

Sub-Advisor: Rathbones Unit Trust Management Limited

Fund Net Assets

$68.3 million

Distribution

For Series A, B, F and L: Annual income and net capital gains in December. Distributions will be automatically reinvested unless you elect to receive them in cash. For Series T8A and T8B: Target annual rate of 8% of the security’s net asset value on the last day of the previous calendar year. Income or return of capital or both monthly and, in December, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.

Inception Date

December, 1998

Minimal Initial Investment

$1,000 (A, L & F) - $5,000 (T8A)

Why Invest


  • Pure Growth® mandate.
  • Long term higher potential for growth of capital.
  • Experienced investment management, available to Canadian investors only through this fund.

Portfolio Managers


James Thomson
James Thomson
Portfolio Manager
Manager Start Date: 2010
Experience: 18 years of Investment Management
Sammy Dow
Sammy Dow
Assistant Portfolio Manager
Manager Start Date: 2014
Experience: 17 years of Investment Management
Julian Chillingworth
Julian Chillingworth
Portfolio Manager
Manager Start Date: 2010
Experience: 36 years of Investment Management
Stone Co