Sleep well, knowing
you’ll have the financial
resources to live well

Stone Dividend Yield Hog Fund



Fund 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
Michael Giordano, CPA, CA, MBA, CIM
Vice President, Investments
Manager Start Date: 2005
Experience: 22 years of Investment Management
René Fantin
René Fantin, MBA, CFA
Vice President, Investments
Manager Start Date: 2015
Experience: 6 years of Investment Management