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

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

YTD Return (F Class) | May 31, 2019

9.9%

Risk: Medium

 

1 Yr: -18.4%  |  3 Yr: 0.0%

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WEEKLY HOLDINGS EN

CLASS A | TEAR SHEET EN

CLASS F | TEAR SHEET EN

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 Class) | May 31, 2019

3 moYTD1 yr3 yr5 yrSince InceptionInception Date
1.8%9.9%-18.4%0.0%1.9%2.9%January 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 Class) | May 31, 2019

5.6%

Risk: Low - Medium

 

1 Yr: -2.0%  |  3 Yr: 4.8%

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DOCUMENTS

WEEKLY HOLDINGS EN

CLASS A | TEAR SHEET EN

CLASS F | TEAR SHEET EN

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 Class) | May 31, 2019

3 moYTD1yr3yr5yrSince InceptionInception Date
0.5%5.6%-2.0%4.8%N/A5.0%January 1, 2015

Barometer Disciplined Leadership Tactical Income Growth Fund

The Fund’s objective is to generate income and long term capital growth by investing in a combination of equity and fixed income securities of issuers located anywhere in the world, including those in emerging markets. Exposure may be from any combination of holding such equity and fixed income securities, investments in other mutual funds and derivatives.

YTD Return (F Class) | May 31, 2019

6.4%

Risk: Medium

 

1 Yr: -1.0%  |  3 Yr: 3.4%

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DOCUMENTS

WEEKLY HOLDINGS EN

CLASS A | TEAR SHEET EN

CLASS F | TEAR SHEET EN

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

PERFORMANCE (F Class) | May 31, 2019

3 moYTD1yr3yr5yrSince InceptionInception Date
0.1%6.4%-1.0%3.4% 1.24.2%January 1, 2013

Barometer Mutual Fund Performance | May 31, 2019

As of

MUTUAL FUNDS | F Class3 mo YTD1yr3yr5yrSince InceptionInception Date
Disciplined Leadership Balanced Fund0.5%5.6%-2.0%4.8%N/A5.0%January 1, 2015
Disciplined Leadership Tactical Income Growth Fund0.1%6.4%-1.0%3.4% 1.2%4.2%January 1, 2013
Disciplined Leadership Equity Fund1.8%9.9%-18.4%0.0%1.9%2.9%January 1, 2014

Additional Mutual Fund Documents

Barometer Fund Codes

Barometer Fund Codes and Fact Sheet

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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.