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

Stone Small Companies Fund



Fund Details


Fund Type

Samll Cap Canadian Equity Fund

Fund Mandate

Pure Growth®

Manager

Stone Asset Management Limited

Portfolio Manager

Stone Asset Management Limited

Fund Net Assets

$0.8 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

February 7, 2006

Minimal Initial Investment

$1000 (Series A and F)

Why Invest


  • Seeks to provide maximum long-term capital growth by investing primarily in securities of Canadian companies
  • Emphasis on small and micro capitalization companies
  • Suitable for investors with medium to long-term goals
  • Option for investors who are looking for exposure to small and micro-cap sectors

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