NOTICE TO INVESTORS IN THE STONE MUTUAL FUNDS
Stone Dividend Growth Class, Stone Growth Fund, Stone Dividend Yield Hog Fund, Stone Covered Call Canadian Banks Plus Fund, Stone American Dividend Growth Fund, Stone Global Balanced Fund, Stone Global ESG Strategy Fund, Stone Global Growth Fund and Stone Global Sustainability Fund (collectively, the “Stone Mutual Funds“)
Congratulations to our Portfolio Management Teams at SAM and Rathbones for their 2021 FundGrade A+® Award Wins!
– Richard G. Stone, Chief Investment Officer, Stone Asset Management Limited
| Fund Name |
CIFSC Category |
Fund Count |
FundGrade Start Date |
| Stone Dividend Growth Class |
Canadian Dividend & Income Equity |
277 |
1/31/2012 |
| Stone Global Growth Fund |
Global Equity |
1127 |
1/31/2012 |
| The end date for the FundGrade calculation is December 31, 2021. | |||
"Return issuer brings attractive investment opportunities to MFDA and IIROC communities..." Read more on financialpost.com
REFINITIV LIPPER FUND AWARDS 2020 WINNER CANADA
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
Stone Asset Management Limited extends our congratulations to all the other winners who are providing outstanding investment performance for Canadian investors this year.
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: www.roicapital.ca
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. Sincerely, Richard G. Stone, CEO
The new PTF is now available on the NEO Connect platform... READ MORE
View The Globe and Mail article featuring Mohsin Bashir,
