Stone Dividend Growth Class
Suitable for investors seeking Canadian large-cap exposure, combining growth potential over the mid to long-term, dividend income, and lower risk than the S&P/TSX Composite Total Return Index.
Fund FactsFund Details
Fund Type
Canadian Dividend & Income Equity
Fund Mandate
Pure Total Return®
Manager
Stone Asset Management Limited
Portfolio Manager
Stone Asset Management Limited
Fund Net Assets
$348.7 million
Distribution
For Series A, B, C, F and L: Monthly dividend and, in February, 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. Dividends and return of capital monthly and, in February, net Capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.
Inception Date
September 30, 2002
Minimal Initial Investment
$1,000 (A, L & F) – $5,000 (T8A)
Why Invest
- Pure Total Return® mandate.
- Current income and long-term higher potential for growth of capital.
- Core portfolio holding, complementing all investment styles.
- Less volatility than the Canadian equity average.
- Award-winning performance:
- 2021 FundGrade A+® Award
- Lipper Fund Awards 2021 Winner Canada | Best Fund Over Past 5 Years | Canadian Dividend & Income Equity
- Lipper Fund Awards 2020 Winner Canada | Best Fund Over Past 3 Years | Canadian Dividend & Income Equity
Portfolio Managers
Michael Giordano, CPA, CA, MBA, CIM
Experience:
René Fantin, MBA, CFA
Experience:
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