Document Library

Barometer Document Library

Barometer Quarterly Reports

General Corporate Documents

Investor Information Package

Policy and Disclosure Documents

Relationship Disclosure Document
Complaint Resolution Policy
Trade Matching Statement

FATCA – Advisor Client Name Accounts

Advisor Information Letter
Barometer Mutual Funds Entity Self Certification
Barometer Mutual Funds Individual Self Certification


Regulatory and Governance Documents

Fund Facts

Barometer Disciplined Leadership Tactical Income Growth Fund (Class A) – January 18, 2018 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class F) – January 18, 2018 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class I) – January 18, 2018 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class A) – January 18, 2018 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class F) – January 18, 2018 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class I) – January 18, 2018 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class A) – January 18, 2018 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class F) – January 18, 2018 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class I) – January 18, 2018 – EN | FR

Simplified Prospectus

Barometer Group of Funds Simplified Prospectus – January 18, 2018 – EN | FR

Annual Information Form

Barometer Group of Funds Annual Information Form – January 18, 2018 – EN | FR

Financial Statements

Barometer Group of Funds Annual Financial Statements – December 31, 2017 & 2016 (Audited) – EN | FR
Barometer Group of Funds Interim Financial Statements – June 30, 2017 & 2016 (Unaudited) – EN | FR

Management Reports of Fund Performance

Barometer Disciplined Leadership Tactical Income Growth Fund (Formerly High Income Fund) MRFP – December 31, 2017 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Formerly High Income Fund) Interim MRFP – June 30, 2017 – EN | FR
Barometer Disciplined Leadership Equity Fund MRFP – December 31, 2017 – EN | FR
Barometer Disciplined Leadership Equity Fund Interim MRFP – June 30, 2017 – EN | FR
Barometer Disciplined Leadership Balanced Fund MRFP – December 31, 2017 – EN | FR
Barometer Disciplined Leadership Balanced Fund Interim MRFP – June 30, 2017 – EN | FR

Quarterly Portfolio Disclosure

Barometer Disciplined Leadership Tactical Income Growth Fund – March 31, 2018 – EN | FR
Barometer Disciplined Leadership Equity Fund – March 31, 2018 – EN | FR
Barometer Disciplined Leadership Balanced Fund – March 31, 2018 – EN | FR

Governance

Independent Review Committee Report to Unitholders – March 26, 2018 – EN | FR

Private Pools

Barometer Private Pools Offering Memorandum
Barometer Private Pools Financial Statements (June 30, 2017)
Barometer Private Pools Financial Statements (December 31, 2017)
Barometer Private Pools Subscription Agreement

Information About Proxy Voting (opens an external link in new window)
Additional Proxy Record Voting – June 2016 to 2017