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Mutual Funds

Stone Growth Fund

Suitable for investors seeking exposure to an actively managed, long-term North American equity portfolio. The Portfolio Management team has the ability to invest up to 50% of the Fund in U.S. stocks, and can enhance performance by investing up to 15% of the Portfolio in small cap companies.



Fund Details


Fund Type

North American Equity

Fund Mandate

Pure Growth®

Manager

Stone Asset Management Limited

Portfolio Manager

Stone Asset Management Limited

Fund Net Assets

$16.2 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, T8B and T8C: 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

November, 1995

Minimal Initial Investment

$1,000 (A, L & F) – $5,000 (T8A)

Why Invest


  • Fund provides investors with limited exposure to higher growth small-cap companies.
  • Complement holding to value funds.
  • Exclusion of deep cyclicals means the Portfolio will likely be less correlated on a sector basis to other Canadian equity funds.
  • Not a closet index fund.

Portfolio Managers


Michael Giordano
Michael Giordano, CPA, CA, MBA, CIM
Vice President, Investments
Manager Start Date: 2005
Experience: 21 years of Investment Management
René Fantin
René Fantin, MBA, CFA
Associate Portfolio Manager
Manager Start Date: 2015
Experience: 5 years of Investment Management
Stone Co