Document Library

Barometer Quarterly Reports

 

Q3 2020

Q4 2020 

Q1 2021

Q2 2021

 

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

Conflict of Interest Disclosure Statement
Relationship Disclosure Document (Canada)
Client Relationship Summary (United States)
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) – February 2, 2021EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class F) – February 2, 2021EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class I) – February 2, 2021EN | FR
Barometer Disciplined Leadership Equity Fund (Class A) – February 2, 2021EN | FR
Barometer Disciplined Leadership Equity Fund (Class F) – February 2, 2021EN | FR
Barometer Disciplined Leadership Equity Fund (Class I) – February 2, 2021EN | FR
Barometer Disciplined Leadership Balanced Fund (Class A) – February 2, 2021EN | FR
Barometer Disciplined Leadership Balanced Fund (Class F) – February 2, 2021EN | FR
Barometer Disciplined Leadership Balanced Fund (Class I) – February 2, 2021EN | FR

 

Simplified Prospectus

 

Barometer Group of Funds Simplified Prospectus – February 2, 2021 – EN | FR

 

Annual Information Form

 

Barometer Group of Funds Annual Information Form – February 2, 2021 – EN | FR

 

Financial Statements

 

Barometer Group of Funds Interim Financial Statements – June 30, 2021 (Unaudited) – EN | FR
Barometer Group of Funds Annual Financial Statements – December 31, 2020 & 2019 (Audited) – EN | FR

 

Management Reports of Fund Performance

 

Barometer Disciplined Leadership Tactical Income Growth Fund Interim MRFP – June 30, 2021 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund MRFP – December 31, 2020 – EN | FR
Barometer Disciplined Leadership Equity Fund Interim MRFP – June 30, 2021– EN | FR
Barometer Disciplined Leadership Equity Fund MRFP – December 31, 2020 – EN | FR
Barometer Disciplined Leadership Balanced Fund Interim MRFP – June 30, 2021– EN | FR
Barometer Disciplined Leadership Balanced Fund MRFP – December 31, 2020 – EN | FR

 

Quarterly Portfolio Disclosure

 

Barometer Disciplined Leadership Tactical Income Growth Fund – June 30, 2021 – EN | FR
Barometer Disciplined Leadership Equity Fund – June 30, 2021 – EN | FR
Barometer Disciplined Leadership Balanced Fund – June 30, 2021 – EN | FR

 

Governance

 

Independent Review Committee Report to Unitholders – March  24 2021 – EN | FR

 

Private Pools

 

Barometer Private Pools Financial Statements – December 31, 2020 (Audited)
Barometer Private Pools Offering Memorandum (October 23, 2019)
Barometer Private Pools Financial Statements (June 30, 2021)
Barometer Private Pools Subscription Agreement

 

Information About Proxy Voting (opens an external link in new window)
Additional Proxy Voting Period- June 2020-2021