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

Mutual Funds

Stone Global Balanced Fund

Ideal as a core holding for investors wanting exposure to domestic and foreign equities, as well as fixed income securities.



Growth of $10,000 Since Inception (Series F)

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Stone Global Sustainability Fund, Sr. F 9.0%
2 Stone Global Growth Fund, Sr. F 7.3%
3 Province of Ontario, 2.300%, 9/8/24 3.3%
4 Royal Bank of Canada 2.1%
5 Toronto-Dominion Bank 2.0%
6 Government of Canada, 5.000%, 6/1/37 1.6%
7 Government of Canada, 4.000%, 6/1/41 1.6%
8 Government of Canada, 1.750%, 12/1/53 1.5%
9 TFI International Inc. 1.4%
10 Bank of Nova Scotia 1.4%
TOTAL 31.2%

Fund Management Expense Ratio

As of December 31, 2021
AA 2.86%
BB 3.24%
FF 2.07%
L 3.25%
T8A 2.82%
T8B 3.22%
T8C 3.17%