If you have a question on Roundtable Specific Information please contact Geoff Spidle or Peter McCarthy

Document Library

Barometer Quarterly Reports

 

Q1 2020

 

Q4 2019

 

Q3 2019

 

Q2 2019

 

     

     

    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 (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) – 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, 2019 & 2018 (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, 2019 – EN | FR
    Barometer Disciplined Leadership Equity Fund Interim MRFP – June 30, 2019 – EN | FR
    Barometer Disciplined Leadership Equity Fund MRFP – December 31, 2019 – EN | FR
    Barometer Disciplined Leadership Balanced Fund Interim MRFP – June 30, 2019 – EN | FR
    Barometer Disciplined Leadership Balanced Fund MRFP – December 31, 2019 – EN | FR

     

    Quarterly Portfolio Disclosure

     

    Barometer Disciplined Leadership Tactical Income Growth Fund – June 30, 2020 – EN | FR
    Barometer Disciplined Leadership Equity Fund – June 30, 2020 – EN | FR
    Barometer Disciplined Leadership Balanced Fund – June 30, 2020 – EN | FR

     

    Governance

     

    Independent Review Committee Report to Unitholders – April 7 2020 – EN | FR

     

    Private Pools

     

    Barometer Private Pools Financial Statements – December 31, 2019 (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