Document Library

Barometer Quarterly Reports

Q4 2019

Q3 2019

Q2 2019

Q1 2019

Barometer are relying on the exemption provided in Ontario Instrument 81-503 Extension of Certain Filing, Delivery and Prospectus Renewal Requirements of Investment Funds 

Please be advised that Barometer Capital Management Inc. (Barometer), the manager of Barometer Disciplined Leadership Tactical Income Growth Fund, Barometer Disciplined Leadership Equity Fund and Barometer Disciplined Leadership Balanced Fund (collectively, the Funds), are relying on the exemption provided in Ontario Instrument 81-503 Extension of Certain Filing, Delivery and Prospectus Renewal Requirements of Investment Funds that provides a 45-day extension with respect to the filing and delivery of the following documents for the fiscal year ending December 31, 2019:

  • audited annual financial statements;
  • management report of fund performance;
  • compliance report pursuant to section 12.1 National Instrument 81-102 (NI 81-102);
  • audit report pursuant to section 12.1 of NI 81-102;
  • custodian report pursuant to section 6.7 of NI 81-102; 
  • report by independent review committee pursuant to National Instrument 81-107;
  • auditors consent letter; and
  • Alberta Form 13-501F5 Investment Fund Participation Fee.

Barometer Fund Codes

Barometer Fund Codes and Fact Sheet

Barometer Disciplined Leadership Approach – Fact Sheets

About the Barometer Disciplined Leadership Approach
A Unique Investment Approach
Designed with the Private Client in Mind
Working with Investment Advisors

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 28, 2020 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class F) – January 28, 2020 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class I) – January 28, 2020 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class A) – January 28, 2020 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class F) – January 28, 2020 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class I) – January 28, 2020 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class A) – January 28, 2020 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class F) – January 28, 2020 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class I) – January 28, 2020 – EN | FR

Simplified Prospectus

Barometer Group of Funds Simplified Prospectus – January 28, 2020 – EN | FR

Annual Information Form

Barometer Group of Funds Annual Information Form – January 28, 2020 – EN | FR

Financial Statements

Barometer Group of Funds Interim Financial Statements – June 30, 2019 (Unaudited) – EN | FR
Barometer Group of Funds Annual Financial Statements – December 31, 2018 & 2017 (Audited) – EN | FR

Management Reports of Fund Performance

Barometer Disciplined Leadership Tactical Income Growth Fund Interim MRFP – June 30, 2019 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund MRFP – December 31, 2018 – EN | FR
Barometer Disciplined Leadership Equity Fund Interim MRFP – June 30, 2019 – EN | FR
Barometer Disciplined Leadership Equity Fund MRFP – December 31, 2018 – EN | FR
Barometer Disciplined Leadership Balanced Fund Interim MRFP – June 30, 2019 – EN | FR
Barometer Disciplined Leadership Balanced Fund MRFP – December 31, 2018 – EN | FR

Quarterly Portfolio Disclosure

Barometer Disciplined Leadership Tactical Income Growth Fund – December 31, 2019 – EN | FR
Barometer Disciplined Leadership Equity Fund – December 31, 2019 – EN | FR
Barometer Disciplined Leadership Balanced Fund – December 31, 2019 – EN | FR

Governance

Independent Review Committee Report to Unitholders – March 27, 2019 – EN | FR

Private Pools

Barometer Private Pools Financial Statements – December 31, 2018 (Audited)
Barometer Private Pools Offering Memorandum (October 23, 2019)
Barometer Private Pools Financial Statements (June 30, 2019)
Barometer Private Pools Subscription Agreement

Information About Proxy Voting (opens an external link in new window)
Additional Proxy Voting Period- June 2018-2019