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 Canadian Imperial Bank of Commerce 8.8%
2 National Bank of Canada 8.6%
3 Bank of Montreal 8.6%
4 Toronto-Dominion Bank 8.5%
5 Royal Bank of Canada 8.5%
6 Bank of Nova Scotia 8.4%
7 Brookfield Asset Management Inc., Cl. A 5.6%
8 Great West Lifeco 5.3%
9 Power Financial Corp. 5.2%
10 Sun Life Financial Inc. 4.9%
TOTAL 72.4%

Fund Management Expense Ratio

As of December 31, 2019
A 3.45%
F 2.35%