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Barometer Disciplined Leadership Approach – Fact Sheets

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Policy and Disclosure Documents

FATCA Advisor Client Name Accounts

Regulatory and Governance Documents

Fund Facts

Barometer Disciplined Leadership Tactical Income Growth Fund (Class A) – February 21, 2024 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class F) – February 21, 2024 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class I) – February 21, 2024 – EN | FR
Barometer Global Equity Fund (Class A) – February 21, 2024 – EN | FR
Barometer Global Equity Fund (Class F) – February 21, 2024 – EN | FR
Barometer Global Equity Fund (Class I) – February 21, 2024 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class A) – February 21, 2024 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class F) – February 21, 2024 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class I) – February 21, 2024 – EN | FR

Simplified Prospectus

Barometer Group of Funds Simplified Prospectus – February 21, 2024 – 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, 2023 & 2022 (Audited) – EN | FR

For the year ended December 31, 2023, fees paid or payable to KPMG LLP for the audit of the financial statements of the Fund were $70,620 (2022 – $70,620).  Fees for other services were $44,606 (2022 – $44,606)

Management Reports of Fund Performance

Barometer Disciplined Leadership Tactical Income Growth Fund Interim MRFP – June 30, 2024 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund MRFP – December 31, 2023 – EN | FR
Barometer Global Equity Fund Interim MRFP – June 30, 2024– EN | FR
Barometer Global Equity Fund MRFP – December 31, 2023 – EN | FR
Barometer Disciplined Leadership Balanced Fund Interim MRFP – June 30, 2024– EN | FR
Barometer Disciplined Leadership Balanced Fund MRFP – December 31, 2023 – EN | FR

Quarterly Portfolio Disclosure

Barometer Disciplined Leadership Tactical Income Growth Fund – June 30, 2024 – EN | FR
Barometer Global Equity Fund – June 30, 2024 – EN | FR
Barometer Disciplined Leadership Balanced Fund – June 30, 2024 – EN | FR

Governance

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

Private Pools