Barometer Private Pools

Barometer offers five Private Pools in three different asset classes. Each is designed and built to meet various investment goals and objectives.

Barometer Global Macro Pool

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Global Macro Pool

The Global Macro Pool is a portfolio of diversified asset classes and market segments primarily focused on investing in ETFs. The Global Macro Pool is a tactical approach that uses quantitative analysis and technical indicators in response to market momentum. Our main objective is identifying leading ETFs in leading sectors while primarily short selling weaker ETFs in lagging sectors. We do not restrict the holdings of the Global Macro Pool by market capitalization size or sector; however, due to our strict liquidity requirements the Global Macro Pool invests only in actively traded securities and ETFs.

YTD Return (F)

-22.43%

October 31, 2018

Risk: Medium - High

 

1 Yr: -20.10%  |  5 Yr: 9.48%

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Tearsheet (F Class) EN

Tearsheet (A Class) EN

About this Pool

The investment objective of the Barometer Global Macro Pool (Global Macro Pool) is to generate income and achieve long-term capital appreciation by primarily investing in exchange traded funds (each an ETF). The Global Macro Pool’s potential investments are not restricted by market capitalization size or sector.However, due to our strict liquidity requirements, we focus our investments in actively traded ETFs. The Global Macro Pool may use commodity ETFs and inverse ETFs for hedging and non-hedging purposes.

Tactical Income Pool

The Barometer Tactical Income Pool is a diversified core portfolio holding up to approximately 60 securities. The portfolio of the Tactical Income Pool may include, preferred shares, treasury bills, provincial and federal bonds, foreign bonds, corporate and convertible bonds, dividend paying common stocks (stapled units), income trusts, including real estate income trusts (REITS). The goal is to minimize risk by diversifying security holdings and purchasing income investments that exhibit the best risk reward.

YTD Return (F)

-10.10%

October 31, 2018

Risk: Medium

 

1 Yr: -7.61%  |  5 Yr: 2.74%

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Tearsheet (F Class) EN

Tearsheet (A Class) EN

About this Pool

The investment objective of the Barometer Tactical Balanced Pool (Tactical Balanced Pool) is to achieve long-term capital appreciation by investing primarily in leading companies in leading sectors. The Tactical Balanced Pool’s holdings are not restricted by market capitalization size or sector. However, due to our strict liquidity requirements, we focus our investments in actively traded securities.

Tactical Balanced Pool

The Tactical Balanced Pool is a diversified core portfolio holding up to 60 securities. The income portion of the portfolio of the Tactical Balanced Pool may include income trusts (including real estate income trusts), preferred shares, T-bills, provincial and federal bonds, foreign bonds and corporate and convertible bonds. Equity holdings are not restricted by market capitalization size or sector; however, due to our strict liquidity requirements, the Tactical Balanced Pool invests only in actively traded securities and income producing investments.

YTD Return (F)

-5.25%

October 31, 2018

Risk: Low - Medium

 

1 Yr: -3.69%  |  5 Yr: 7.72%

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Tearsheet (F Class) EN

Tearsheet (A Class) EN

About this Pool

The investment objective of the Barometer Tactical Balanced Pool (Tactical Balanced Pool) is to achieve long-term capital appreciation by investing primarily in leading companies in leading sectors. The Tactical Balanced Pool’s holdings are not restricted by market capitalization size or sector. However, due to our strictliquidity requirements, we focus our investments in actively traded securities.

Equity Pool

The Equity Pool is a concentrated core portfolio of approximately 40 to 60 securities. Our main objective is identifying leading companies in leading sectors, and we do not restrict the holdings of the Equity Pool by market capitalization size or sector; however, due to our strict liquidity requirements, the Equity Pool invests only in actively traded securities.

YTD Return (F)

-14.67%

October 31, 2018

Risk: Medium

 

1 Yr: -12.51%  |  5 Yr: 4.37%

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Tearsheet (F Class) EN

Tearsheet (A Class) EN

About this Pool

The investment objective of the Barometer Equity Pool (Equity Pool) is to achieve long-term capital appreciation by investing primarily in leading companies in leading sectors. The Equity Pool’s holdings arenot restricted by market capitalization size or sector. However, due to our strict liquidity requirements, we focus our investments in actively traded securities. The investment portfolio of the Equity Pool is composed of equity securities without geographic restrictions.

Long Short Pool

The Long Short Pool is a concentrated core portfolio of approximately 40 to 60 securities. As our main objective is identifying leading companies in leading sectors and weak companies in lagging sectors, we do not restrict the Long Short Pool’s positions by market capitalization size or sector; however, due to our strict liquidity requirements, the Long Short Pool focuses only in actively-traded securities.

YTD Return (F)

-9.06%

October 31, 2018

Risk: Medium - High

 

1 Yr: -2.38%  |  5 Yr: 6.02%

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Documents

Tearsheet (F Class) EN

Tearsheet (A Class) EN

About this Pool

The investment objective of the Barometer Long Short Pool (Long Short Pool) is to achieve long-term capital appreciation by investing primarily in leading companies in leading sectors while short selling primarily in weak companies in lagging sectors. We also attempt to mitigate risk through the prudent use of derivatives.

Private Pools Performance

As of October 31, 2018

Pools (F)3 MOYTD1YR3YR5YRAnnualized (Since Inception)Inception date
Equity-12.70%-14.67%-12.51%1.71%4.37%3.58%Jan 5, 2007
Tactical Balanced-3.63%-5.25%-3.69%5.77%7.72%4.80%Jan 5, 2007
Tactical Income-5.14%-10.10%-7.61%2.57%2.74%5.63%Jan 5, 2007
Long Short-13.69%-9.06%-2.38%1.92%6.02%4.79%Jan 5, 2007
Global Macro-21.58%-22.43%-20.10%3.38%9.48%6.49%Aug 5, 2010

Private Pool Documents

Weekly Holdings

Private Pool Weekly Holdings

EN

Disclaimer: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns, including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.