Regulatory Documents

Resources

Flow-Through Limited Partnership (FTLP)

Stone 2008 FTLP CEE Deduction Update Date: | Size: 92.2 KB Download File

Quarterly Portfolio Disclosures

Quarterly Portfolio Disclosure - March 2017 - Dividend Growth Class Canada Dividend Growth Class Canada Date: April 24, 2017 | Size: 591.4 KB Download File
Quarterly Portfolio Disclosure - March 2017 - EuroPlus Dividend Growth Class Canada EuroPlus Dividend Growth Fund Date: April 24, 2017 | Size: 614.0 KB Download File
Quarterly Portfolio Disclosure - March 2017- Flagship Growth & Income Fund Canada Flagship Growth & Income Fund Canada Date: April 24, 2017 | Size: 610.1 KB Download File
Quarterly Portfolio Disclosure - March 2017- Flagship Stock Fund Canada Flagship Stock Fund Canada Date: April 24, 2017 | Size: 592.0 KB Download File
Quarterly Portfolio Disclosure - March 2017 - Resource Plus Class Resource Plus Class Date: April 24, 2017 | Size: 592.2 KB Download File
First National Mortgage Investment Fund - Quarterly Portfolio Disclosure - March 2017 First National Mortgage Investment Fund Date: April 12, 2017 | Size: 46.8 KB Download File
Quarterly Portfolio Disclosure - March 2017 - Flagship Global Growth Fund Flagship Global Growth Fund Date: April 24, 2017 | Size: 612.5 KB Download File

IRC Reports

2017 Stone Independent Review Committee Report Date: March 16, 2017 | Size: 141.1 KB Download File
2017 First National Mortgage Investment Fund Independent Review Committee Report Date: March 16, 2017 | Size: 29.2 KB Download File

MRFP and Financial Statements

2016 Annual Financial Statements - All Mutual Funds Date: March 22, 2017 | Size: 1.6 MB Download File
2016 Annual Financial Statements - GaleForce Dividend Growth Pool GaleForce Dividend Growth Pool Date: March 22, 2017 | Size: 520.0 KB Download File
2016 Annual Management Report of Fund Performance - Dividend Growth Class Canada Dividend Growth Class Canada Date: March 22, 2017 | Size: 385.3 KB Download File
2016 Annual Management Report of Fund Performance - EuroPlus Dividend Growth Fund EuroPlus Dividend Growth Fund Date: March 22, 2017 | Size: 375.1 KB Download File
2016 Annual Management Report of Fund Performance - Flagship Global Growth Fund Flagship Global Growth Fund Date: March 22, 2017 | Size: 374.2 KB Download File
2016 Annual Management Report of Fund Performance - Flagship Growth & Income Fund Canada Flagship Growth & Income Fund Canada Date: March 22, 2017 | Size: 404.9 KB Download File
2016 Annual Management Report of Fund Performance - Flagship Stock Fund Canada Flagship Stock Fund Canada Date: March 22, 2017 | Size: 382.5 KB Download File
2016 Annual Management Report of Fund Performance - Resource Plus Class Resource Plus Class Date: March 22, 2017 | Size: 344.9 KB Download File
2016 Annual MRFP - First National Mortgage Investment Fund First National Mortgage Investment Fund Date: March 28, 2017 | Size: 811.0 KB Download File
2016 Interim Financial Statements - First National Mortgage Investment Fund First National Mortgage Investment Fund Date: August 29, 2016 | Size: 958.6 KB Download File
2016 Interim MRFP - First National Mortgage Investment Fund First National Mortgage Investment Fund 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 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 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 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 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 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 Flagship Stock Fund Canada Date: September 16, 2016 | Size: 385.0 KB Download File
2016 Interim Management Report of Fund Performance - Resource Plus Class Resource Plus Class Date: August 29, 2016 | Size: 340.8 KB Download File
2016 Annual Financial Statements - Flagship Stock Fund Canada Flagship Stock Fund Canada Date: March 22, 2017 | Size: 600.0 KB Download File
2016 Interim Financial Statements - Flagship Stock Fund Canada Flagship Stock Fund Canada Date: September 16, 2016 | Size: 544.4 KB Download File
2016 Annual Financial Statements - First National Mortgage Investment Fund Date: March 28, 2017 | Size: 399.3 KB Download File

Other Regulatories

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

Fund Fact Sheets

Fund Fact Sheets For all funds | External Link View Link

Proxy Voting Disclosure

Proxy Voting Disclosure For all funds | External Link View Link

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

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

2017 Fund Change Notice and Circular

Fund Change Notice and Circular Date: June 20, 2017 | Size: 185.1 KB Download File