Stone » Resources » Stone Documents

Form Documents

Resources

Investments

Application Form Date: February 24, 2017 | Size: 963.6 KB Download File
Bank Investment Loan Application Date: December 16, 2014 | Size: 786.1 KB Download File
Movable Hypothec on Investment Securities Date: January 10, 2014 | Size: 222.1 KB Download File
Pre-Authorized Chequing Agreement Date: January 10, 2014 | Size: 95.1 KB Download File
TFSA Application Form Date: January 10, 2014 | Size: 842.8 KB Download File
Transfer Authorization - Registered Investments Date: February 24, 2017 | Size: 112.3 KB Download File
Transfer Authorization - Non-Registered Investments Date: July 8, 2015 | Size: 72.5 KB Download File

Regulatory Documents

Resources

Annual Information Form (AIF)

2016 Annual Information Form - All Mutual Funds Date: September 1, 2016 | Size: 223.1 KB Download File
2016 Annual Information Form - Stone & Co. Flagship Stock Fund Canada Date: September 16, 2016 | Size: 145.5 KB Download File
Amendment to the 2016 Annual Information Form - Stone & Co. Flagship Stock Fund Canada Date: December 15, 2016 | Size: 66.1 KB Download File
Amendment to the 2016 Annual Information Form - All Mutual Funds Date: December 15, 2016 | Size: 75.5 KB Download File

Prospectuses & Offering Documents

2016 Simplified Prospectus - All Mutual Funds Date: September 1, 2016 | Size: 677.2 KB Download File
Stone GaleForce Dividend Growth Pool Offering Memorandum Date: | Size: 284.3 KB Download File
2016 Simplified Prospectus - Stone & Co. Flagship Stock Fund Canada Date: September 16, 2016 | Size: 586.7 KB Download File
Amendment to the 2016 Simplified Prospectus - Stone & Co. Flagship Stock Fund Canada Date: December 15, 2016 | Size: 162.9 KB Download File
Amendment to the 2016 Simplified Prospectus - All Mutual Funds Date: December 15, 2016 | Size: 175.1 KB Download File

Proxy Voting Disclosure

Proxy Voting Disclosure For all funds | External Link View Link

Fund Fact Sheets

Fund Fact Sheets For all funds | External Link View Link

Other Regulatories

Trade Matching Settlement Statement Date: | Size: 23.7 KB Download File
Proxy Voting Guidelines Date: | Size: 100.8 KB Download File

MRFP and Financial Statements

2015 Annual Financial Statements - All Mutual Funds Date: March 29, 2016 | Size: 1.8 MB Download File
2015 Annual Financial Statements - GaleForce Dividend Growth Pool Date: March 30, 2016 | Size: 522.9 KB Download File
2015 Annual Management Report of Fund Performance - Dividend Growth Class Canada Date: March 29, 2016 | Size: 724.5 KB Download File
2015 Annual Management Report of Fund Performance - EuroPlus Dividend Growth Fund Date: March 29, 2015 | Size: 706.8 KB Download File
2015 Annual Management Report of Fund Performance - Flagship Global Growth Fund Date: March 29, 2016 | Size: 712.1 KB Download File
2015 Annual Management Report of Fund Performance - Flagship Growth & Income Fund Canada Date: March 29, 2016 | Size: 743.4 KB Download File
2015 Annual Management Report of Fund Performance - Flagship Stock Fund Canada Date: September 8, 2016 | Size: 382.6 KB Download File
2015 Annual Management Report of Fund Performance - Resource Plus Class Date: March 29, 2016 | Size: 702.8 KB Download File
2015 Annual MRFP - First National Mortgage Investment Fund Date: March 21, 2016 | Size: 995.1 KB Download File
2016 First National Mortgage Investment Fund Interim Financial Statements Date: August 29, 2016 | Size: 958.6 KB Download File
2016 First National Mortgage Investment Fund Interim MRFP Date: August 29, 2016 | Size: 156.6 KB Download File
2016 Interim Financial Statements - All Mutual Funds Date: August 29, 2016 | Size: 1.3 MB Download File
2016 Interim Financial Statements - GaleForce Dividend Growth Pool Date: August 29, 2016 | Size: 500.5 KB Download File
2016 Interim Management Report of Fund Performance - Dividend Growth Class Canada Date: August 29, 2016 | Size: 382.2 KB Download File
2016 Interim Management Report of Fund Performance - EuroPlus Dividend Growth Fund Date: August 29, 2016 | Size: 369.6 KB Download File
2016 Interim Management Report of Fund Performance - Flagship Global Growth Fund Date: August 29, 2016 | Size: 368.8 KB Download File
2016 Interim Management Report of Fund Performance - Flagship Growth & Income Fund Canada Date: August 29, 2016 | Size: 398.2 KB Download File
2016 Interim Management Report of Fund Performance - Flagship Stock Fund Canada Date: September 16, 2016 | Size: 385.0 KB Download File
2016 Interim Management Report of Fund Performance - Resource Plus Class Date: August 29, 2016 | Size: 340.8 KB Download File
2015 Annual Financial Statements - Flagship Stock Fund Canada Date: September 8, 2016 | Size: 590.3 KB Download File
2016 Interim Financial Statements - Flagship Stock Fund Canada Date: September 16, 2016 | Size: 544.4 KB Download File
2015 Annual Financial Report - First National Mortgage Investment Fund Date: March 21, 2016 | Size: 581.5 KB Download File

Reports

2015 Independent Review Committee Report Date: January 20, 2015 | Size: 50.9 KB Download File
2016 Independent Review Committee Report Date: January 29, 2016 | Size: 154.0 KB Download File

Quarterly Portfolio Disclosures

Quarterly Portfolio Disclosure - September 2016 - Dividend Growth Class Canada Date: October 21, 2016 | Size: 130.3 KB Download File
Quarterly Portfolio Disclosure - September 2016- EuroPlus Dividend Growth Fund Date: October 21, 2016 | Size: 139.8 KB Download File
Quarterly Portfolio Disclosure - September 2016- Flagship Global Growth Fund Date: October 21, 2016 | Size: 138.3 KB Download File
Quarterly Portfolio Disclosure - September 2016- Flagship Growth & Income Fund Canada Date: October 21, 2016 | Size: 139.8 KB Download File
Quarterly Portfolio Disclosure - September 2016- Flagship Stock Fund Canada Date: October 21, 2016 | Size: 129.0 KB Download File
Quarterly Portfolio Disclosure - September 2016 - Resource Plus Class Date: October 21, 2016 | Size: 129.8 KB Download File
First National Mortgage Investment Fund - Quarterly Portfolio Disclosure - September 2016 Date: October 13, 2016 | Size: 44.8 KB Download File

Flow-Through Limited Partnership (FTLP)

Stone 2008 FTLP CEE Deduction Update Date: | Size: 92.2 KB Download File
2014 Income Tax Filing Guide Date: | Size: 375.8 KB Download File

Fund Documents

Resources

Fund Essentials

Dividend Growth Class Canada - January 2017 Date: | Size: 658.8 KB Download File
EuroPlus Dividend Growth Fund - January 2017 Date: | Size: 760.3 KB Download File
Flagship Global Growth Fund - January 2017 Date: | Size: 690.8 KB Download File
Flagship Growth & Income Fund Canada - January 2017 Date: | Size: 748.2 KB Download File
Monthly Performance & Fact Sheet - January 2017 Date: | Size: 572.0 KB Download File
Resource Plus Class - January 2017 Date: | Size: 613.3 KB Download File
Flagship Stock Fund Canada - January 2017 Date: | Size: 630.8 KB Download File

Portfolio Notes

Portfolio Notes - January 2017 Date: | Size: 1.2 MB Download File

Market Commentaries

Quarterly Aviva Commentary - December 2016 Date: | Size: 464.5 KB Download File
Exploring the inplications of Brexit for thge UK economy and markets Date: | Size: 522.9 KB Download File
Stone Investment Group Monthly Commentary - January 2017 Date: | Size: 1.7 MB Download File
Hammond cancels autumn, but winter is here to stay Date: | Size: 1.1 MB Download File

2013 Flow-Through Limited Partnership

2014 FTLP Income Tax Filing Guide Date: | Size: 375.8 KB Download File
Stone 2008 FTLP CEE Deduction Update Date: | Size: 92.2 KB Download File

First National Mortgage Investment Fund

2015 Annual MRFP Date: | Size: 995.1 KB Download File
2016 First National Mortgage Investment Fund Interim Financial Statements Date: | Size: 958.6 KB Download File
2016 First National Mortgage Investment Fund Interim MRFP Date: | Size: 156.6 KB Download File
First National Mortgage Investment Fund January Monthly Distribution Date: | Size: 54.9 KB Download File
First National Mortgage Investment Fund Announces Annual Redemption and Progress Report Date: | Size: 97.2 KB Download File
Quarterly Portfolio Disclosure - September 2016 Date: | Size: 44.8 KB Download File
2015 Independent Review Committee Report Date: | Size: 364.1 KB Download File
2016 Independent Review Committee Report Date: | Size: 33.6 KB Download File
2015 Annual Management Report - First National Mortgage Investment Fund Date: | Size: 581.5 KB Download File

GaleForce Dividend Growth Pool

2015 Annual Financial Statements Date: | Size: 522.9 KB Download File
2016 Interim Financial Statements Date: | Size: 500.5 KB Download File
Offering Memorandum Date: | Size: 284.3 KB Download File

Resource Plus Class

Fund Essentials - January 2017 Date: | Size: 613.3 KB Download File
2015 Annual Management Report of Fund Performance Date: | Size: 702.8 KB Download File
Quarterly Portfolio Disclosure - September 2016 Date: | Size: 129.8 KB Download File
2015 Annual Financial Statements Date: | Size: 1.8 MB Download File
2016 Interim Financial Statments Date: | Size: 1.3 MB Download File
2016 Interim Managment Report of Fund Performance Date: | Size: 340.8 KB Download File

Flagship Global Growth Fund

Fund Essentials - January 2017 Date: | Size: 690.8 KB Download File
2015 Annual Management Report of Fund Performance Date: | Size: 712.1 KB Download File
2016 Interim Management Report of Fund Performance Date: | Size: 368.8 KB Download File
Quarterly Portfolio Disclosure - September 2016 Date: | Size: 138.3 KB Download File
2015 Annual Financial Statments Date: | Size: 1.8 MB Download File
2016 Interim Financial Statements Date: | Size: 1.3 MB Download File

Flagship Stock Fund Canada

Fund Essentials - January 2017 Date: | Size: 630.8 KB Download File
2016 Interim Management Report of Fund Performance Date: | Size: 385.0 KB Download File
2015 Annual Management Report of Fund Performance Date: | Size: 382.6 KB Download File
Quarterly Portfolio Disclosure - September 2016 Date: | Size: 129.0 KB Download File
2015 Annual Financial Statements Date: | Size: 590.3 KB Download File
2016 Interim Financial Statements Date: | Size: 544.4 KB Download File

Flagship Growth & Income Fund Canada

Fund Essentials - January 2017 Date: | Size: 748.2 KB Download File
2015 Annual Management Report of Fund Performance Date: | Size: 743.4 KB Download File
2016 Interim Management Report of Fund Performance Date: | Size: 398.2 KB Download File
Quarterly Portfolio Disclosure - September 2016 Date: | Size: 139.8 KB Download File
2015 Annual Financial Statements Date: | Size: 1.8 MB Download File
2016 Interim Financial Statements Date: | Size: 1.3 MB Download File

EuroPlus Dividend Growth Fund

Fund Essentials - January 2017 Date: | Size: 760.3 KB Download File
2015 Annual Management Report of Fund Performance Date: | Size: 706.8 KB Download File
2016 Interim Management Report of Fund Performance Date: | Size: 369.6 KB Download File
Quarterly Portfolio Disclosure - September 2016 Date: | Size: 139.8 KB Download File
2015 Annual Financial Statements Date: | Size: 1.8 MB Download File
2016 Interim Financial Statements Date: | Size: 1.3 MB Download File

Dividend Growth Class Canada

Fund Essentials - January 2017 Date: | Size: 658.8 KB Download File
2015 Annual Management Report of Fund Performance Date: | Size: 724.5 KB Download File
2016 Interim Management Report of Fund Performance Date: | Size: 382.2 KB Download File
Quarterly Portfolio Disclosure - September 2016 Date: | Size: 130.3 KB Download File
2015 Annual Financial Statements Date: | Size: 1.8 MB Download File
2016 Interim Financial Statements Date: | Size: 1.3 MB Download File