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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

Dri Healthcare Trust

Bank Of Montreal

Manulife Financial Corp

Diversified Royalty Corporation

Alaris Equity Partners Income

Chartwell Retirement Residences

Great-West Lifeco Inc.

Good Natured Products Inc. Conv. 7.000% 10/31/2026

Pembina Pipeline Corporation

Power Corporation Of Canada, SV

Parkland Rg Registered Shares

Topaz Energy Corp

Superior Plus Corp.

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

Exchange Income Corporation

Russel Metals Inc.

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

Morguard Real Estate Investment Trust

Extendicare Inc.

Dream Industrial Real Estate Investment Trust

1933 Industries Inc

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SECTOR	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Financials				7.05%
Health Care				6.94%
Financials				6.43%
Financials				5.99%
Consumer Discretionary				5.38%
Financials				5.16%
Health Care				4.81%
Financials				4.60%
Industrials				4.42%
Energy				4.39%

Equity—

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