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

Stone Monthly Pay Fund



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Bank of Montreal 3.9%
2 Toronto-Dominion Bank 3.7%
3 Royal Bank of Canada 3.7%
4 Brookfield Infrastructure Partners 3.5%
5 Canadian Imperial Bank of Commerce 3.5%
6 Bank of Nova Scotia 3.5%
7 Emera Inc. 3.5%
8 Pattern Energy Group Inc 3.4%
9 Fortis Inc. 3.3%
10 BCE Inc. 3.3%
TOTAL 35.3%

Fund Management Expense Ratio

As of
Stone Co