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resources to live well

Mutual Funds

Stone Global Sustainability Fund (Formerly Stone EuroPlus Fund)

Suitable for investors seeking total return, tax-efficient dividend income via European exposure, combining growth potential over the mid to long-term, dividend income, and lower risk than the MSCI Europe Index.



Fund Details


Fund Type

European Equity

Fund Mandate

ESG Mandate

Manager

Stone Asset Management Limited

Portfolio Manager

Sub-Advisor: Rathbone Unit Trust Management Limited

Fund Net Assets

$17.9 million

Distribution

For Series A, B, F and L: Annual income and net capital gains in December. Distributions will be automatically reinvested unless you elect to receive them in cash. For Series T8A: Target annual rate of 8% of the security’s net asset value on the last day of the previous calendar year. Income or return of capital or both quarterly and, in December, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.

Inception Date

May 31, 2008

Minimal Initial Investment

$1,000 (A, L & F) – $5,000 (T8A)

Why Invest


  • Providing "total return" by investing in a portfolio of global stocks who have strong policies and practices regarding environmental, social and governance issues ("ESG").
  • Seek to invest in companies whose activities or ways of operating support the achievement of the UN Sustainable Development Goals.
  • The manager believes the focus on ESG will continue to gain momentum as governments and investors alike place greater emphasis on these factors.

Portfolio Managers


David Harrison
David Harrison
Portfolio Manager
Manager Start Date: January 2016
Experience: 16 years
Stone Co