Fund Essentials
Stone & Co. Growth Industries Fund
- Portfolio Fit
- Ideal for investors seeking a diversified portfolio of Canadian companies of all capitalization sizes, and from all sectors. The Fund will focus on companies listed on the S&P/TSX Completion Index.
- Why Invest?
- -Portfolio Manager has a history of successfully identifying early stage growth companies that generate long-term profitability growth.-The Fund can grandfather names making it an "All stages portfolio", as stocks do not have to be sold if they successfully migrate to the S&P/TSX 60.-Designed to compliment all large cap Canadian equity Funds.-Fund tends to have bigger relative sector weights vs. the index, making it unlikely to be a closet index fund.
-
Chyanne Fickes, CFA, MBA, BSC
Portfolio Manager
Start Date: October 2002
Experience: 31 years investment experience
Growth of $10,000 Since Inception as of August 31, 2010
Portfolio Composition (%) as of August 31, 2010
Investment Policy Allocation
Sector Allocation
08/31/2010
| DHX Media Ltd. | 4.8 |
|---|---|
| Edleun Group Inc. | 3.8 |
| Centurion Minerals Ltd. | 3.7 |
| Airboss Of America Corp. | 3.6 |
| Street Capital Holdings, Cl. A | 3.5 |
| EarthRenew Corp. Conv. Deb., 3.000%, 12/31/11 | 3.4 |
|---|---|
| IBC Advanced Alloys Corp. | 3.3 |
| CAE Inc. | 3.1 |
| Niko Resources Ltd. | 2.8 |
| Cyberplex Inc. | 2.8 |
34.80
Fund Type: Canadian Small Cap Equity
Fund Style: Growth - Pure Growth
Fund Capitalization: Small-Cap
Risk Tolerance: Moderate
- Net Asset Value Per Security (NAVPS) as of Sep 09 2010
-
A $7.7765 B $7.4815 C $7.5058 F $8.3621
- MER(2009):
-
A 3.05% B 3.57% C 3.57% F 2.00%
- Purchase Options
-
A - Front SCL595 B - DSC SCL596 C - Low SCL598 F - Eligible SCL597
- Strategy Change
- July 18, 2002