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

Stone Covered Call Canadian Banks Plus Fund



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Bank of Montreal 8.5%
2 Bank of Nova Scotia 8.4%
3 Toronto-Dominion Bank 8.3%
4 Royal Bank of Canada 8.3%
5 Canadian Imperial Bank of Commerce 8.0%
6 National Bank of Canada 7.9%
7 Power Financial Corp. 5.0%
8 Brookfield Asset Management Inc., Cl. A 5.0%
9 Great West Lifeco 4.9%
10 Sun Life Financial Inc. 4.8%
TOTAL 69.1%

Fund Management Expense Ratio

As of December 31, 2018
A 3.42
F 2.37
Stone Co