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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)

Extendicare Inc.

Fortis Inc.

Power Corporation Of Canada, SV

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

Tmx Group Limited

Atco Limited, Class "I"

Nutrien Ltd

Altagas Ltd.

iShares Premium Money Market ETF

Great-West Lifeco Inc.

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

Andrew Peller Ltd.

Sienna Senior Living Inc.

Capital Power Corporation

Igm Financial Inc.

Lundin Gold Inc.

Chartwell Retirement Residences

Emera Inc.

Canadian Imperial Bank Of Commerce

Manulife Financial Corp

The Bank of Nova Scotia

Hydro One Limited

Agf Management Ltd

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Health Care					5.36%
Utilities					5.26%
Financials					5.04%
Industrials					5.01%
Financials					4.39%
Utilities					4.33%
Materials					4.26%
Utilities					4.15%
Equity Index					4.10%
Financials					4.01%

Equity—

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