Barometer Quarterly Reports
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
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, 2021 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class F) – February 2, 2021 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class I) – February 2, 2021 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class A) – February 2, 2021 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class F) – February 2, 2021 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class I) – February 2, 2021 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class A) – February 2, 2021 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class F) – February 2, 2021 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class I) – February 2, 2021 – EN | 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 – September 30, 2021 – EN | FR
Barometer Disciplined Leadership Equity Fund – September 30, 2021 – EN | FR
Barometer Disciplined Leadership Balanced Fund – September 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