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

Mutual Funds

Stone Global Balanced Fund

Ideal as a core holding for investors wanting exposure to domestic and foreign equities, as well as fixed income securities.



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Stone Global Growth Fund, Sr. A 33.4%
2 Stone EuroPlus Fund, Sr. A 19.6%
3 Government of Canada, 2.750%, 12/01/48 4.4%
4 Canada Housing Trust, 2.650%, 12/15/28 2.2%
5 Canada Housing Trust 1.900%, 09/15/26 1.3%
6 Canada Housing Trust, 2.350%, 6/15/23 1.3%
7 Enmax Corp., 3.805%, 12/05/24 1.1%
8 Province of British Columbia, 3.200%, 6/18/44 1.0%
9 Canada Housing Trust, 2.650%, 3/15/28 1.0%
10 General Motors, 3.000%, 02/26/21 0.9%
TOTAL 66.2%

Fund Management Expense Ratio

As of December 31, 2017
AA 2.94
BB 3.27
FF 2.14
L 3.29
T8A 2.91
T8B 3.24
T8C 3.22
Stone Co