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Regulatory Documents

Resources

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

Quarterly Portfolio Disclosures

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

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 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 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 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 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 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 Flagship Stock Fund Canada Date: September 8, 2016 | Size: 382.6 KB Download File
2015 Annual Management Report of Fund Performance - Resource Plus Class Resource Plus Class Date: March 29, 2016 | Size: 702.8 KB Download File
2015 Annual MRFP - First National Mortgage Investment Fund First National Mortgage Investment Fund Date: March 21, 2016 | Size: 995.1 KB Download File
2016 First National Mortgage Investment Fund Interim Financial Statements First National Mortgage Investment Fund Date: August 29, 2016 | Size: 958.6 KB Download File
2016 First National Mortgage Investment Fund Interim MRFP 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
2015 Annual Financial Statements - Flagship Stock Fund Canada Flagship Stock Fund Canada Date: September 8, 2016 | Size: 590.3 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
2015 Annual Financial Report - First National Mortgage Investment Fund Date: March 21, 2016 | Size: 581.5 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