Sleep well, knowing
you’ll have the financial
resources to live well

How SAM Invests

Our different – often disruptive – way of thinking about macroeconomic issues and how they may affect investing carries through to how we manage our funds.

Active investors. Always.

Our portfolio managers look for companies with attractive growth prospects. These companies are often underrepresented in a passive portfolio.

Committed to action

We don’t jump on the bandwagon – our disruptive approach is designed to create truly unique portfolios. We keep long-term performance in mind, but always have an eye on the opportunities that can have a positive impact on portfolios through increased upside capture.

Proactive protection

We are active managers. As such, when markets are weak, we can take
proactive steps such as switching to safer investments (even cash) to
protect our investors’ assets.

Get to know Rathbone Unit Trust Management Limited

Rathbones is one of the U.K.’s leading providers of investment management services and helps investors look forward with confidence. Stone has an exclusive subadvisory partnership in Canada with Rathbones to provide leading investment management for Stone EuroPlus Fund and Stone Global Growth Fund.

Get to know Aviva Investors Canada Inc.

Aviva is a global asset manager with a collaborative approach that leverages their global experience for the benefit of investors. Aviva is the subadvisor for the fixed income portion in the Stone Global Balanced Fund.