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resources to live well

Mutual Funds

Stone Global Balanced Fund

Ideal as a core holding for investors wanting exposure to domestic and foreign equities, as well as fixed income securities.



Fund Details


Fund Type

Global Neutral Balanced

Fund Mandate

Pure Total Return®

Manager

Stone Asset Management Limited

Portfolio Manager

Stone Asset Management Limited (Equities), Sub-Advisor: Aviva Investors Canada Inc. (Fixed Income)

Fund Net Assets

$80.6 million

Distribution

For Series L, AA, BB and FF: Monthly income and, in December, 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. 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, 1996

Minimal Initial Investment

$1,000 (L) – $5,000 (AA, FF & T8A)

Why Invest


  • Simple mandate where 60% is invested in dividend paying stocks and 40% is invested in government and corporate bonds.
  • One-stop shopping for asset allocation.
  • Award-winning Equity & Fixed Income portfolio managers.

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
Sunil Shah
Sunil Shah, CFA, BA
Portfolio Manager
Manager Start Date: 2012
Experience: 11 years of Investment Management
Robert Prospero
Robert Prospero, CFA
Associate Portfolio Manager
Manager Start Date: 2016
Experience: 8 years of Investment Management
Stone Co