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

Stone Global ESG Strategy Fund (Formerly Stone Global Strategy Fund)



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 HCA Holdings Inc. 6.9%
2 Bank of America Corp. 6.2%
3 Pfizer Inc. 6.1%
4 Diageo PLC 5.9%
5 UnitedHealth Group Inc. 5.8%
6 Royal Bank of Canada 5.7%
7 Canadian Natural Resources Ltd. 5.7%
8 Walt Disney Co. 5.6%
9 Canadian National Railway Co. 5.5%
10 JPMorgan Chase & Co. 5.4%
TOTAL 58.8%

Fund Management Expense Ratio

As of June 30, 2019
A 3.78
F 2.59
Stone Co