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 - September 2017 - Stone Dividend Growth Class Dividend Growth Class Date: October 23, 2017 | Size: 592.3 KB Download File
Quarterly Portfolio Disclosure - September 2017 - Stone EuroPlus Fund EuroPlus Fund Date: October 23, 2017 | Size: 613.8 KB Download File
Quarterly Portfolio Disclosure - September 2017- Stone Global Balanced Fund Global Balanced Fund Date: October 23, 2017 | Size: 610.0 KB Download File
Quarterly Portfolio Disclosure - September 2017- Stone Growth Fund Growth Fund Date: October 23, 2017 | Size: 592.6 KB Download File
Quarterly Portfolio Disclosure - September 2017 - Stone Select Growth Class Select Growth Class Date: October 23, 2017 | Size: 592.4 KB Download File
First National Mortgage Investment Fund - Quarterly Portfolio Disclosure - September 2017 First National Mortgage Investment Fund Date: October 10, 2017 | Size: 46.8 KB Download File
Quarterly Portfolio Disclosure - September 2017 - Stone Global Growth Fund Global Growth Fund Date: October 23, 2017 | Size: 612.7 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
2017 Interim Financial Statements - First National Mortgage Investment Fund First National Mortgage Investment Fund Date: August 23, 2017 | Size: 97.8 KB Download File
2017 Interim MRFP - First National Mortgage Investment Fund First National Mortgage Investment Fund Date: August 23, 2017 | Size: 91.2 KB Download File
2017 Interim Financial Statements - All Mutual Funds Date: August 28, 2017 | Size: 1.3 MB Download File
2017 Interim Financial Statements - GaleForce Dividend Growth Pool GaleForce Dividend Growth Pool Date: August 29, 2017 | Size: 487.7 KB Download File
2017 Interim Management Report of Fund Performance - Dividend Growth Class Canada Dividend Growth Class Canada Date: August 28, 2017 | Size: 381.0 KB Download File
2017 Interim Management Report of Fund Performance - EuroPlus Dividend Growth Fund EuroPlus Dividend Growth Fund Date: August 28, 2017 | Size: 376.7 KB Download File
2017 Interim Management Report of Fund Performance - Flagship Global Growth Fund Flagship Global Growth Fund Date: August 28, 2017 | Size: 375.7 KB Download File
2017 Interim Management Report of Fund Performance - Flagship Growth & Income Fund Canada Flagship Growth & Income Fund Canada Date: August 28, 2017 | Size: 405.7 KB Download File
2017 Interim Management Report of Fund Performance - Flagship Stock Fund Canada Flagship Stock Fund Canada Date: August 28, 2017 | Size: 382.1 KB Download File
2017 Interim Management Report of Fund Performance - Resource Plus Class Resource Plus Class Date: August 28, 2017 | Size: 339.3 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
2017 Interim Financial Statements - Flagship Stock Fund Canada Flagship Stock Fund Canada Date: August 29, 2017 | Size: 527.4 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

2017 Simplified Prospectus - All Mutual Funds Date: August 23, 2017 | Size: 910.4 KB Download File
Stone GaleForce Dividend Growth Pool Offering Memorandum Date: | Size: 284.3 KB Download File

2017 Fund Change Notice and Circular

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

Annual Information Form (AIF)

2017 Annual Information Form - All Mutual Funds Date: August 23, 2017 | Size: 341.0 KB Download File