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

Stone American Dividend Growth Fund



Fund Details


Fund Type

US Equity

Fund Mandate

Pure Total Return®

Manager

Stone Asset Management Limited

Portfolio Manager

Stone Asset Management Limited

Fund Net Assets

$10.2 million

Distribution

For Series A and F: Monthly income and, in December, net capital gains. 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

July 17, 2018

Minimal Initial Investment

$1000 (Series A and F)

Why Invest


  • Seeks long-term capital appreciation by investing primarily in a portfolio of large cap dividend-paying equity securities listed on a US stock exchange
  • The portfolio manager will invest in a portfolio of securities whose returns, over time, are expected to exceed the S&P 500 Index on a total return basis
  • Securities to be selected based on the fundamental approach of identifying companies with superior long-term investment merit.
  • Ideal for investor with long-term investment goals and who wants US exposure
  • Monthly distributions may be a return of capital.

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