Current News

Stone Asset Management Limited Launches Two New PTFs on NEO

“Return issuer brings attractive investment opportunities to MFDA and IIROC communities…”


Congratulations to our Portfolio Managers at SAM for their 2020 Lipper Fund Awards!


Stone Dividend Growth Class Series A  Best Fund Over Past 3 Years  |  Canadian Dividend & Income Equity

Stone Growth Fund Series A  |  Best Fund Over Past 3 Years  |  North American Equity

“The Refinitiv Lipper Fund Awards celebrate exceptional investment management. In a year of dramatic change across the global economy, climate, the environment and political cultures, it has never been more important to have your investments entrusted with talented and experienced professionals. The Refinitiv Lipper Fund Awards recognize those exceptional managers and fund management groups who navigate these changes and steer your savings into outperforming returns”, said Robert Jenkins, Head of Research, Lipper, Refinitiv. “We at Refinitiv congratulate the 2020 Refinitiv Lipper Fund Award winners for delivering outstanding performance to their investors and wish Stone Asset Management Limited continued success.”

Stone Asset Management Limited extends our congratulations to all the other winners who are providing outstanding investment performance for Canadian investors this year.

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Return on Innovation Advisors Ltd. Announces Transaction with Stone Investment Group Limited

TORONTO, June 02, 2020 (GLOBE NEWSWIRE) — Return On Innovation Advisors Ltd., the manager of Return On Innovation Fund Inc. (the “ROI Fund”) announces that it has agreed to enter into a transaction with Stone Investment Group Limited (“SIG”), whereby the portfolio of the ROI Fund will be liquidated to cash and transferred to the Stone Growth Fund (the “Growth Fund”) in exchange for units of the Growth Fund, and shareholders of the ROI Fund will become unitholders of the Growth Fund.  This transaction is subject to the approval of the shareholders of the ROI Fund and securities regulatory authorities, and the completion of the formal exchange transaction between the ROI Fund and the Growth Fund.  Stone Asset Management Limited (“SAM”) is a wholly owned subsidiary of SIG and is the trustee, manager and portfolio advisor for the Growth Fund. The Growth Fund is a mutual fund trust, and one of a family of mutual funds offered by SAM (the “Stone Funds”).  The Stone Funds are distributed by prospectus throughout Canada by brokers and mutual fund dealers. If approved, the transaction is expected to close on or about July 30, 2020. Further information regarding the proposed transaction will be mailed to shareholders of the ROI Fund shortly.

About ROI Capital

Established in 2002, ROI Capital is a privately held Canadian investment management firm that specializes in commercial mortgages, loans and private investments. Website:

Stone Business Continuity Update

To Our Valued Clients and Partners,

As we enter the new reality created by COVID-19 (coronavirus) and its continued impact on the global community, I am writing to personally update you on the measures Stone is taking to ensure our business continuity.

In keeping with the most recent guidance from the World Health Organization, Stone has enacted our Business Continuity Plan, with special consideration given to the implications of COVID-19.  In this current environment, the well-being of our employees, clients and partners is our primary focus and social distancing will be of paramount importance.

Effective Monday March 16, all Stone employees will be working remotely and leveraging our technology platforms to communicate virtually. Our Toronto office will remain closed until further notice. Rest assured our remote working policies have been rigorously tested and we are confident we can continue to support our business functions and provide exemplary customer service with minimal disruption.

I am sharing this link to a comprehensive overview of the realities of COVID-19 which has provided our management team with great insight. As this is a very fluid situation, we will continue to provide regular updates by email as events unfold.

At present we are thankful that the entire Stone team is well, and we remain available for your questions and feedback. We welcome discussions and sharing of information as we navigate this challenging environment together.

We thank you for your continued support and we wish you and your loved ones good health in the coming weeks.


Richard G. Stone, CEO

Stone Investment Group Limited Reports Annual Results

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Stone Asset Management Limited Announces Securityholder Approval of Changes to Stone Global Strategy Fund

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Stone Asset Management Limited Announces Securityholder Approval of Changes to Stone EuroPlus Fund; Stone Global Strategy Fund Special Meeting Adjourned

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Stone Asset Management Limited Announces Termination of Two Stone Funds

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Stone Asset Management Limited Announces Completion of Mutual Fund Mergers

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Stone Asset Management Limited launches first platform-traded fund – Advisor’s Edge

The new PTF is now available on the NEO Connect platform… READ MORE