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Mutual Funds

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 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

$325.8 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
Michael Giordano, CPA, CA, MBA, CIM
Vice President, Senior Portfolio Manager
Manager Start Date: 2005
Experience: Over 25 years of investment experience
Sean Tascatan
Sean Tascatan, CFA
Senior Portfolio Manager
Manager Start Date: 2023
Experience: Over 10 years of investment experience

Refinitiv Lipper Fund Awards, ©2022 Refinitiv. All rights reserved. Used under license. The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.