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 Toronto-Dominion Bank 3.9%
2 Bank of Montreal 3.7%
3 Canadian Imperial Bank of Commerce 3.6%
4 Bank of Nova Scotia 3.6%
5 Royal Bank of Canada 3.6%
6 AES Corp 3.2%
7 National Bank of Canada 3.2%
8 Brookfield Infrastructure Partners LP 3.2%
9 Northland Power Inc 3.2%
10 Pattern Energy Group Inc 3.2%
TOTAL 34.4%

Fund Management Expense Ratio

As of
Stone Co