Stone Global Balanced Fund
Ideal as a core holding for investors wanting exposure to domestic and foreign equities, as well as fixed income securities.
Fund FactsFund Details
Fund Type
Global Neutral Balanced
Fund Mandate
Pure Total Return®
Manager
Stone Asset Management Limited
Portfolio Manager
Stone Asset Management Limited (Equities), Sub-Advisor: Aviva Investors Canada Inc. (Fixed Income)
Fund Net Assets
$37.2 million
Distribution
For Series L, AA, BB and FF: Monthly income and, in December, 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. 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
December 31, 2008
Minimal Initial Investment
$1,000 (L) – $5,000 (AA, FF & T8A)
Why Invest
- Simple mandate where 60% is invested in dividend-paying stocks and 40% is invested in government and corporate bonds.
- One-stop shopping for asset allocation.
- Award-winning Equity & Fixed Income portfolio managers.
Portfolio Managers
Michael Giordano, CPA, CA, MBA, CIM
Experience:
Sean Tascatan, CFA
Experience:
Sunil Shah, CFA, BA
Experience:
Robert Prospero, CFA
Experience:
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