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Mutual Funds

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

Pure Total Return®

Manager

Stone Asset Management Limited

Portfolio Manager

Sub-Advisor: Rathbones Unit Trust Management Limited

Fund Net Assets

$26.3 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, 2008

Minimal Initial Investment

$1,000 (A, L & F) – $5,000 (T8A)

Why Invest


  • Pure Total Return® mandate, all stock investments must pay a dividend.
  • Opportunity to benefit from exposure to leading European growth companies.
  • European market provides diversification through wide selection of dividend-paying companies.
  • European market more diversified by sector than Canada.
  • Fund Managers are local to the European market.
  • Provides sector, region and currency diversification.

Portfolio Managers


Carl Stick
Carl Stick
Portfolio Manager
Manager Start Date: 2008
Experience: 20 years of Investment Management
Alan Dobbie
Alan Dobbie
Portfolio Manager
Manager Start Date: 2008
Experience: 11 years of Investment Management
David Harrison
David Harrison
Assistant Portfolio Manager
Manager Start Date: January 2016
Experience: 15 years
Stone Co