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Barometer Disciplined Leadership Equity Fund - Class A (0P000125RH.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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16.34+0.02 (+0.12%)
As of 03:00PM EST. Market open.

Barometer Disciplined Leadership Equity Fund - Class A

One University Ave,

suite 1910

Management Information
Gregory Guichon,Lead Manager since December 31, 2013
Mr. Guichon is the Chief Portfolio Manager of Barometer Capital Management Inc.; previously, from July 2, 2004 Mr. Guichon was Managing Director, Portfolio Management of Rockwater Asset Management Inc.; prior thereto from late 2000, Mr. Guichon was Vice President of Blackmont Capital Inc.; and, prior thereto, Mr. Guichon worked in corporate banking and then joined Scotia McLeod as an investment executive. Mr. Guichon has over 30 years experience in the investment industry.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Equity
Fund FamilyBarometer Capital Management Inc
Net Assets8.59M
YTD Return2.45%
Morningstar Rating★★
Inception DateDec 31, 2013

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover654.24%
Average for CategoryN/A

Fees & Expenses

Expense0P000125RH.TOCategory Average
Annual Report Expense Ratio (net)3.81%1.89%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A