Stone Dividend Yield Hog Fund
Fund FactsFund Details
Fund Type
Canadian Equity and Income Fund
Fund Mandate
Pure Yield
Manager
Stone Asset Management Limited
Portfolio Manager
Stone Asset Management Limited
Fund Net Assets
$7.5 million
Distribution
For Series A and F: Net monthly income if any, in December, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash. For Series T5A, and T5F: Target annual rate of 5% of the security’s net asset value on the last day of the previous calendar year. Income or return of capital or both monthly and, in December, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.
Inception Date
June 24, 2003
Minimal Initial Investment
$1,000 (A & F) – $5,000 (T5A & T5F)
Why Invest
- A core fund for appropriate investors' risk tolerance levels.
- A portfolio of high dividend-paying common and preferred shares.
- Every company in the portfolio at time of purchase yields a minimum dividend of 2.5%.
- Generating additional income, employing a covered call option writing strategy on some securities.
- Ideal for investor with medium-term investment goals who has a need of monthly income.
Portfolio Managers
Michael Giordano, CPA, CA, MBA, CIM
Vice President, Investments
Manager Start Date: Experience:
René Fantin, MBA, CFA
Vice President, Investments
Manager Start Date: Experience:
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