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Protect and Grow

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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This article is provided for information purposes only. Although the content is believed to be reliable when posted, Stonebrooke Asset Management cannot guarantee this information is current, accurate or complete and does not assume any liability. The information is not intended to provide any insurance, financial, legal, accounting or taxation advice and should not under any circumstances be relied upon without consultation about your specific situation. The information is subject to modification and updating from time to time without notice. 


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