Stone Asset Management Limited (Equities), Sub-Advisor: Aviva Investors Canada Inc. (Fixed Income)
Fund Net Assets
$47.0 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
Vice President, Investments
Manager Start Date:2005 Experience:22 years of Investment Management
René Fantin, MBA, CFA
Vice President, Investments
Manager Start Date:2015 Experience:6 years of Investment Management
Sunil Shah, CFA, BA
Portfolio Manager
Manager Start Date:2012 Experience:12 years of Investment Management
Robert Prospero, CFA
Associate Portfolio Manager
Manager Start Date:2016 Experience: 9 years of Investment Management
Fund Facts
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