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Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

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Bruce Campbell

Bruce

Portfolio Manager

Own a portfolio of Canadian dividend-paying companies with the best prospects for income and growth that has a tax-efficient corporate class structure.

Income Growth Fund | PFC5301 | Purpose Investments

StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)

The Bank of Nova Scotia

Manulife Financial Corp

Chartwell Retirement Residences

Good Natured Products Inc. Conv. 10.00% 12/15/2029

Pembina Pipeline Corporation

Power Corporation Of Canada, SV

Topaz Energy Corp

Atco Limited, Class "I"

Fortis Inc.

Telus Corporation

Extendicare Inc.

Premium Brands Holdings Corporation

Northland Power Inc.

Innergex Renewable Energy Inc.

Boralex Inc., Class "A"

Chorus Aviation Inc. Convertible Debenture 6.000% 06/30/2026

Bird Construction Inc.

Capital Power Corporation

Dream Industrial Real Estate Investment Trust

1933 Industries Inc. Conv. 10.00% 12/31/2023

Morguard Real Estate Investment Trust

Diversified Royalty Corporation

1933 Industries Inc

Good Natured Products Inc

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Financials					7.18%
Financials					6.94%
Health Care					5.42%
Materials					5.14%
Energy					5.01%
Financials					4.83%
Energy					4.81%
Utilities					4.73%
Utilities					4.67%
Communication Services					4.61%

Equity—

StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)