Stone Global Growth Fund
Suitable for investors seeking a core foreign holding within their portfolio. The Fund is acceptable for investors with mid to long-term investment horizons.
Fund FactsFund Details
Fund Type
Global Equity
Fund Mandate
Pure Growth®
Manager
Stone Asset Management Limited
Portfolio Manager
Sub-Advisor: Rathbone Unit Trust Management Limited
Fund Net Assets
$103.5 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 and T8B: 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 monthly and, in December, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.
Inception Date
December 31, 1998
Minimal Initial Investment
$1,000 (A, L & F) - $5,000 (T8A)
Why Invest
- Pure Growth® mandate.
- Long-term higher potential for growth of capital.
- Experienced investment management team, available to Canadian investors only through this fund.
Portfolio Managers
James Thomson
Experience:
Sammy Dow
Experience:
Julian Chillingworth
Experience:
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