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

Q1 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
    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 – March 31, 2020 – EN | FR
    Barometer Disciplined Leadership Equity Fund – March 31, 2020 – EN | FR
    Barometer Disciplined Leadership Balanced Fund – March 31, 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