Barometer Mutual Funds

Barometer Capital offers three distinct mutual funds: the Barometer Disciplined Leadership Balanced Fund, the Barometer Disciplined Leadership Tactical Income Growth Fund and the Barometer Disciplined Leadership Equity Fund.

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Barometer Disciplined Leadership Equity Fund

This fund’s objective is to achieve long-term capital appreciation by investing in equity securities without geographic restrictions.

YTD Return (F)

4.32%

August 31, 2018

Risk: Medium - High

 

1 Yr: 12.50%  |  3 Yr: 7.33%

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Documents

Weekly Holdings EN

Tearsheet (F Class) EN

Tearsheet (A Class) EN

About this Fund

The Fund’s holdings are also not restricted by market capitalization, size or sector. However, due to our strict liquidity requirements, we focus our investments in actively traded securities. Minimum investment is $5,000 through your investment advisor.

Performance (F) As of August 31, 2018

3 MOYTD1YR3YR5YRSince InceptionInception Date
0.21%4.32%12.50%7.33%N/A7.99%Jan 1, 2014

Barometer Disciplined Leadership Balanced Fund

The fund’s objective is to achieve long-term capital appreciation by investing primarily in equity and fixed-income securities without geographic restrictions.

YTD Return (F)

1.44%

August 31, 2018

Risk: Low - Medium

 

1 Yr: 6.33%  |  3 Yr: 7.51%

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Documents

Weekly Holdings EN

Tearsheet (F Class) EN

Tearsheet (A Class) EN

About this fund

The Fund’s holdings are also not restricted by market capitalization, size, or sector. However, due to our strict liquidity requirements, we focus our investments in actively traded equity and income securities. Minimum investment is $5,000, through your investment advisor.

Performance (F) As of August 31, 2018

3 MOYTD1YR3YR5YRSince InceptionInception Date
1.59%1.44%6.33%7.51%N/A7.11%Jan 1, 2015

Barometer Disciplined Leadership Tactical Income Growth Fund

To provide income and growth through investing primarily in dividend-yielding equity and fixed-income securities without geographic restrictions.

YTD Return (F)

-1.53%

August 31, 2018

Risk: Medium

 

1 Yr: 6.87%  |  3 Yr: 4.24%

Show Details

Documents

Weekly Holdings EN

Tearsheet (F Class) EN

Tearsheet (A Class) EN

About this fund

The Tactical Income Growth Fund requires a minimum investment is $5,000, through your investment advisor.

Performance (F) As of August 31, 2018

3 MOYTD1YR3YR5YRSince InceptionInception Date
2.63%-1.53%6.87%4.24%5.29%5.39%Jan 1, 2013

Barometer Mutual Funds Performance

As of August 31, 2018

Mutual Funds (F Class)3 MOYTD1YR3YR5YRSince InceptionInception date
Disciplined Leadership Balanced Fund1.59%1.44%6.33%7.51%N/A7.11%Jan 1, 2015
Disciplined Leadership Tactical Income Growth Fund2.63%-1.53%6.87%4.24%5.29%5.39%Jan 1, 2013
Disciplined Leadership Equity Fund0.21%4.32%12.50%7.33%N/A7.99%Jan 1, 2014

Additional Mutual Fund Documents

Barometer Fund Codes

Barometer Fund Codes and Fact Sheet

EN

Disclaimer: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns, including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.