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 Royal Bank of Canada 8.3%
3 Toronto Dominion Bank 8.2%
4 National Bank of Canada 8.1%
5 Bank of Nova Scotia 7.9%
6 Canadian Imperial Bank of Commerce 7.9%
7 Power Financial Corp. 5.8%
8 Brookfield Asset Management Inc 5.6%
9 Great West Lifeco Inc. 5.6%
10 Manulife Financial Corp. 5.4%
TOTAL 71.3%

Fund Management Expense Ratio

As of
Stone Co