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Barometer Disciplined Leadership Approach – Fact Sheets

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Fund Facts

Barometer Tactical Income Growth Fund (Class A) – February 28, 2025 – EN | FR
Barometer Tactical Income Growth Fund (Class F) – February 28, 2025 – EN | FR
Barometer Tactical Income Growth Fund (Class I) – February 28, 2025 – EN | FR
Barometer Global Equity Fund (Class A) – February 28, 2025 – EN | FR
Barometer Global Equity Fund (Class F) – February 28, 2025 – EN | FR
Barometer Global Equity Fund (Class I) – February 21, 2025 – EN | FR
Barometer Balanced Fund (Class A) – February 28, 2025 – EN | FR
Barometer Balanced Fund (Class F) – February 28, 2025 – EN | FR
Barometer Balanced Fund (Class I) – February 28, 2025 – EN | FR

Simplified Prospectus

Barometer Group of Funds Simplified Prospectus – February 28, 2025 – EN | FR

Financial Statements

Barometer Group of Funds Interim Financial Statements – June 30, 2024 (Unaudited) – EN | FR
Barometer Group of Funds Annual Financial Statements – December 31, 2024 & 2023 (Audited) – EN | FR

For the year ended December 31, 2024, fees paid or payable to KPMG LLP for the audit of the financial statements of the Fund were $68,148 (2023 – $70,620).  Fees for other services were $36,180 (2023 – $44,606)

Management Reports of Fund Performance

Barometer Tactical Income Growth Fund Interim MRFP – June 30, 2024 – EN | FR
Barometer Tactical Income Growth Fund MRFP – December 31, 2024 – EN | FR
Barometer Global Equity Fund Interim MRFP – June 30, 2024– EN | FR
Barometer Global Equity Fund MRFP – December 31, 2024 – EN | FR
Barometer Balanced Fund Interim MRFP – June 30, 2024– EN | FR
Barometer Balanced Fund MRFP – December 31, 2024 – EN | FR

Quarterly Portfolio Disclosure

Barometer Tactical Income Growth Fund – March 31, 2025 – EN | FR
Barometer Global Equity Fund – March 31, 2025 – EN | FR
Barometer Balanced Fund – March 31, 2025 – EN | FR

Governance

Independent Review Committee Report to Unitholders – March  20 2024 – EN | FR

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