Barometer Capital offers three distinct mutual funds: the Disciplined Leadership Equity Fund, the Disciplined Leadership Balanced Fund and the Disciplined Leadership Tactical Income Growth Fund.
Disciplined Leadership
Equity Fund
The investment objective is to achieve long-term capital appreciation by investing primarily in equity securities without geographic restrictions.
The Fund’s holdings are not restricted by market capitalization, size or sector. However, due to our strict liquidity requirements, we focus our investments in actively traded securities. Minimum investment is $5,000 through your investment advisor.
YTD Return
F Class
March 31, 2020
-12.58%
Risk: Medium
1 Year -8.57%
3 Year -5.48%
Weekly Holdings & Tear Sheets
March 31, 2020 | Equity Fund Performance | F Class
| 3 mo | YTD | 1 yr | 3 yr | 5 yr | Since Inception |
Inception Date |
|---|---|---|---|---|---|---|
| -12.58% | -12.58% | -8.57% | -5.48% | -2.60% | 0.56% | January 1, 2015 |
Disciplined Leadership Balanced Fund
The objective is to achieve long-term capital appreciation by investing primarily in equity and fixed income securities without geographic restrictions.
The Fund’s holdings are not restricted by market capitalization, size, or sector. However, due to our strict liquidity requirements, we focus our investments in actively traded equity and income securities. Minimum investment is $5,000, through your investment advisor.
YTD Return
F Class
March 31, 2020
-9.29%
Risk: Low – Medium
1 Year -6.74%
3 Year -0.52%
Weekly Holdings & Tear Sheets
March 31, 2020 | Balanced Fund Performance | F Class
| 3 mo | YTD | 1 yr | 3 yr | 5 yr | Since Inception |
Inception Date |
|---|---|---|---|---|---|---|
| -9.29% | -9.29% | -6.74% | -0.52% | 2.04% | 2.93% | January 1, 2015 |
Disciplined Leadership Tactical Income Growth Fund
The Fund’s objective is to generate income and long term capital growth by investing in a combination of equity and fixed income securities of issuers located anywhere in the world, including those in emerging markets.
Exposure may be from any combination of holding such equity and fixed income securities, investments in other mutual funds and derivatives.
The Barometer Tactical Income Growth Fund requires a minimum investment of $5,000, through your investment advisor.
YTD Return
F Class
March 31, 2020
-13.67%
Risk: Medium
1 Year -10.41%
3 Year -2.29%
Weekly Holdings & Tear Sheets
March 31, 2020 | Income Fund Performance | F Class
| 3 mo | YTD | 1 yr | 3 yr | 5 yr | Since Inception |
Inception Date |
|---|---|---|---|---|---|---|
| -13.67% | -13.67% | -10.41% | -2.29% | -1.04% | 2.12% | January 1, 2013 |
Mutual Funds Performance
Annual Compound Returns | F Class
As of
| 3 mo | YTD | 1 yr | 3 yr | 5 yr | Since Inception |
Inception Date |
|
|---|---|---|---|---|---|---|---|
| Disciplined Leadership Balanced Fund |
-9.29% | -9.29% | -6.74% | -.52% | 2.04% | 2.93% | January 1, 2015 |
| Disciplined Leadership Tactical Income Growth Fund |
-13.67% | -13.67% | -10.41% | -2.29% | -1.04% | 2.12% | January 1, 2013 |
| Disciplined Leadership Equity Fund |
-12.58% | -12.58% | -8.57% | -5.488% | -2.60% | 0.56% | January 1, 2014 |
Barometer Fund Codes and Fact Sheet
PDF EN
Disclaimer: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns, including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.