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Press Releases

Stone Asset Management Limited Announces Securityholder Approval of Changes to Stone Global Strategy Fund

Date: December 5, 2019

Toronto (December 4, 2019) – Stone Asset Management Limited (“SAM”), the investment fund manager and portfolio manager of Stone Global Strategy Fund (the “Fund”), today announced at an Adjourned Special Meeting that securityholders of the Fund have approved changes to the Fund’s fundamental investment objectives, and a change of Fund name to Stone Global ESG Strategy Fund. A summary of the changes is as follows:


Fund name Current investment objective New investment objective
Stone Global Strategy Fund The investment objective of the Fund is to provide investors with monthly cash distributions and to preserve and enhance the net asset value of the Fund against inflation through appreciation, primarily through the purchase of a diversified pool of global large capitalization dividend- yielding equity securities and fixed income securities. The Investment Objective is to provide investors with a global balanced fund that will provide a total return by investing in a portfolio of global stocks and fixed income securities which meet the ESG criteria. This means the Fund will seek to invest in companies whose activities or ways of operating are aligned with sustainable development and therefore support the achievement of the UN Sustainable Development Goals.


The changes are effective January 1, 2020. Full particulars of the changes are outlined in a management circular dated October 30, 2019, which is available on SEDAR.

About SAM
SAM is a wholly owned subsidiary of Stone Investment Group Limited, an independent Canadian-owned wealth management company. SAM provides investment management services via distinctive investment mandates, overseen daily by the disciplined execution of a proprietary investment process and investment philosophy. Access to SAM investment mandates can be achieved via a family of open-ended mutual funds, a pooled fund, and Private Wealth Management services. SAM’s expertise ranges from servicing Canada’s retail investors and working with their financial advisors to the complexities of working directly with Family Offices, endowments and foundations. At Stone, we want our investors to sleep well, knowing they’ll have the financial resources to live well.

For more information:
Stone Investment Group Limited
Jason Stone
Investor Relations
T 416 867 2533 T 800 336 9528 x4429