Document Library

Barometer Quarterly Reports

Q1 2019
Q4 2018
Q3 2018
Q2 2018

Barometer Fund Codes

Barometer Fund Codes and Fact Sheet

Barometer Disciplined Leadership Approach – Fact Sheets

About the Barometer Disciplined Leadership Approach
A Unique Investment Approach
Designed with the Private Client in Mind
Working with Investment Advisors

General Corporate Documents

Investor Information Package

Policy and Disclosure Documents

Relationship Disclosure Document
Complaint Resolution Policy
Trade Matching Statement

FATCA Advisor Client Name Accounts

Advisor Information Letter
Barometer Mutual Funds Entity Self Certification
Barometer Mutual Funds Individual Self Certification


Regulatory and Governance Documents

Fund Facts

Barometer Disciplined Leadership Tactical Income Growth Fund (Class A) – January 25, 2019 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class F) – January 25, 2019 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class I) – January 25, 2019 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class A) – February 8, 2019 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class F) – February 8, 2019 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class I) – February 8, 2019 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class A) – January 25, 2019 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class F) – January 25, 2019 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class I) – January 25, 2019 – EN | FR

Simplified Prospectus

Barometer Group of Funds Simplified Prospectus – January 25, 2019 – EN | FR

Annual Information Form

Barometer Group of Funds Annual Information Form – January 25, 2019 – EN | FR
Annual Information Form, Amendment No. 1 – February 8, 2019 – EN | FR

Financial Statements

Barometer Group of Funds Interim Financial Statements – June 30, 2018 (Unaudited) – EN | FR
Barometer Group of Funds Annual Financial Statements – December 31, 2018 & 2017 (Audited) – EN | FR

Management Reports of Fund Performance

Barometer Disciplined Leadership Tactical Income Growth Fund Interim MRFP – June 30, 2018 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund MRFP – December 31, 2018 – EN | FR
Barometer Disciplined Leadership Equity Fund Interim MRFP – June 30, 2018 – EN | FR
Barometer Disciplined Leadership Equity Fund MRFP – December 31, 2018 – EN | FR
Barometer Disciplined Leadership Balanced Fund Interim MRFP – June 30, 2018 – EN | FR
Barometer Disciplined Leadership Balanced Fund MRFP – December 31, 2018 – EN | FR

Quarterly Portfolio Disclosure

Barometer Disciplined Leadership Tactical Income Growth Fund – March 31, 2019 – EN | FR
Barometer Disciplined Leadership Equity Fund – March 31, 2019 – EN | FR
Barometer Disciplined Leadership Balanced Fund – March 31, 2019 – EN | FR

Governance

Independent Review Committee Report to Unitholders – March 27, 2019 – EN | FR

Private Pools

Barometer Private Pools Financial Statements – December 31, 2018 (Audited)
Barometer Private Pools Offering Memorandum (November 9, 2018) 
Barometer Private Pools Financial Statements (June 30, 2018)
Barometer Private Pools Subscription Agreement

Information About Proxy Voting (opens an external link in new window)
Additional Proxy Voting Period- June 2018-2019