Private Client Login
Advisor Login
Investor Login
About
Overview
How SAM Invests
Our Team
Portfolio Managers
Management & Sales Team
Stone in the Community
Careers
Contact
Investments
Mutual Funds
Stone Dividend Growth Class
Stone Global Sustainability Fund
Stone Global Balanced Fund
Stone Growth Fund
Stone Global Growth Fund
Stone Covered Call Canadian Banks Plus Fund
Stone Dividend Yield Hog Fund
Performance
Stone Dividend Growth Class
Stone Global Sustainability Fund
Stone Global Balanced Fund
Stone Growth Fund
Stone Global Growth Fund
Stone Covered Call Canadian Banks Plus Fund
Stone Dividend Yield Hog Fund
Private Wealth
Resources
Commentary
Regulatory Documents
Fund Documents
News/Press Releases
Forms
Browse All Documents
Fund Facts
Sleep well, knowing
you’ll have the financial
resources to live well
Resources
>
Regulatory
Regulatory
Choose document type
MRFP and Financial Statements - 2022 Interim
Annual and Special Meeting of Shareholders - June 15, 2022
Interim Order - May 9, 2022
MRFP and Financial Statements – 2021 Annual
MRFP and Financial Statements – 2021 Interim
MRFP and Financial Statements – 2020 Annual
IRC Reports
Quarterly Portfolio Disclosures
MRFP and Financial Statements – 2020 Interim
Prospectuses & Offering Documents
Annual Information Form (AIF)
Notice - Ontario Relief 81-503 for Certain Stone Funds
Marquest Fund Termination Investor Notice - January 2019
2017 Fund Change Notice and Circular
Other Regulatories
Proxy Voting Disclosure
Prospectuses & Offering Documents
Simplified Prospectus - All Mutual Funds - June 17, 2022
Download
Simplified Prospectus - All Mutual Funds (FRENCH) - June 17, 2022
Download
About
▼
Overview
How SAM Invests
Our Team
▼
Portfolio Managers
Management & Sales Team
Stone in the Community
Careers
Contact
Investments
▼
Mutual Funds
▼
Stone Dividend Growth Class
Stone Global Sustainability Fund
Stone Global Balanced Fund
Stone Growth Fund
Stone Global Growth Fund
Stone Covered Call Canadian Banks Plus Fund
Stone Dividend Yield Hog Fund
Performance
▼
Stone Dividend Growth Class
Stone Global Sustainability Fund
Stone Global Balanced Fund
Stone Growth Fund
Stone Global Growth Fund
Stone Covered Call Canadian Banks Plus Fund
Stone Dividend Yield Hog Fund
Private Wealth
Resources
▲
Commentary
Regulatory Documents
Fund Documents
News/Press Releases
Forms
Browse All Documents
Fund Facts
Private Client Login
Advisor Login
Investor Login