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

Stone Global Strategy Fund



Fund Details


Fund Type

Global Equity Balanced Fund

Fund Mandate

Pure Total Return®

Manager

Stone Asset Management Limited

Portfolio Manager

Stone Asset Management Limited

Fund Net Assets

$6.8 million

Distribution

For Series A and F: 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

September 22, 2006

Minimal Initial Investment

$1000 (Series A and F)

Why Invest


  • Provides investors with monthly cash distributions which can include a return of capital and to preserve and enhance the net asset value of the fund against inflation.
  • Focus on dividend-paying equities and fixed income securities.
  • For investors who are seeking after-tax income with growth over time.
  • For investors who want to contribute to the income component of a diversified portfolio.

Portfolio Managers


Michael Giordano
Michael Giordano, CPA, CA, MBA, CIM
Vice President, Investments
Manager Start Date: 2005
Experience: 21 years of Investment Management
René Fantin
René Fantin, MBA, CFA
Associate Portfolio Manager
Manager Start Date: 2015
Experience: 5 years of Investment Management
Stone Co