Sleep well, knowing
you’ll have the financial
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.



Purchase Options

Series Current NAVPS Prior NAVPS NAVPS Change Net Asset Value Last Updated
A $ 13.5624 $ 13.6405 -0.57% $ 15,277,788.77 23-01-2020
*B $ 12.7245 $ 12.7980 -0.57% $ 131,765.99 23-01-2020
F $ 15.2774 $ 15.3649 -0.57% $ 2,402,565.93 23-01-2020
T8A $ 5.1917 $ 5.2216 -0.57% $ 76,852.77 23-01-2020
L $ 16.9772 $ 17.0752 -0.57% $ 2,093,670.63 23-01-2020
* Closed to new purchases.

Fund Performance (%)

Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception
F 1.1 5.8 5.9 12.7 12.7 5.2 4.6 6.4 3.9
Last Update: 12-31-19

CALENDAR RETURNS

Series 20192018201720162015201420132012201120102009
F 12.7 (8.7) 13.4 (9.5) 18.9 4.4 28.5 16.9 0.4 (5.6) 14.1
Stone Co