The Stonebrooke Balanced Growth & Income Fund (Stonebrooke BGI Fund) was constructed thoughtfully to proactively shift, depending on economic factors, to provide either more protection or to take advantages of opportunities.

The Portfolio Manager seeks to achieve the investment objectives of the Fund by investing primarily in public equity, debt securities, select pooled funds and exchange traded funds with a North American focus.

The fundamental objective of the Stonebrooke BGI Fund is to seek out a combination of both capital growth and income while mitigating volatility over the longer term. 

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