Barometer Capital

Document Library

Barometer Quarterly Reports

Barometer Fund Codes

Barometer Disciplined Leadership Approach – Fact Sheets

General Corporate Documents

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 14, 2023 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class F) – February 14, 2023 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund (Class I) – February 14, 2023 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class A) – February 14, 2023 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class F) – February 14, 2023 – EN | FR
Barometer Disciplined Leadership Equity Fund (Class I) – February 14, 2023 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class A) – February 14, 2023 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class F) – February 14, 2023 – EN | FR
Barometer Disciplined Leadership Balanced Fund (Class I) – February 14, 2023 – EN | FR

Simplified Prospectus

Barometer Group of Funds Simplified Prospectus – February 14, 2023 – EN | FR

Financial Statements

Barometer Group of Funds Interim Financial Statements – June 30, 2022 (Unaudited) – EN | FR
Barometer Group of Funds Annual Financial Statements – December 31, 2022 & 2021 (Audited) – EN | FR

Management Reports of Fund Performance

Barometer Disciplined Leadership Tactical Income Growth Fund Interim MRFP – June 30, 2022 – EN | FR
Barometer Disciplined Leadership Tactical Income Growth Fund MRFP – December 31, 2022 – EN | FR
Barometer Disciplined Leadership Equity Fund Interim MRFP – June 30, 2022– EN | FR
Barometer Disciplined Leadership Equity Fund MRFP – December 31, 2022 – EN | FR
Barometer Disciplined Leadership Balanced Fund Interim MRFP – June 30, 2022– EN | FR
Barometer Disciplined Leadership Balanced Fund MRFP – December 31, 2022 – EN | FR

Quarterly Portfolio Disclosure

Barometer Disciplined Leadership Tactical Income Growth Fund – March 31, 2023 – EN | FR
Barometer Disciplined Leadership Equity Fund – March 31, 2023 – EN | FR
Barometer Disciplined Leadership Balanced Fund – March 31, 2023 – EN | FR

Governance

Independent Review Committee Report to Unitholders – March  22 2022 – EN | FR

Private Pools