Mutual Funds
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.
| Title | Description |
|---|---|
| Global 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, 2024 |
| 7.60% |
| Risk: Medium |
| 1 Yr 16.34% | 3 Yr 4.39% |
Disciplined Leadership Equity Fund
| 1 mo | YTD | 1 yr | 3 yr | 5 yr |
|---|---|---|---|---|
| 3.80% | 7.60% | 16.34% | 4.39% | 11.81% |
| Title | Description |
|---|---|
| Disciplined Leadership Balanced Fund | The investment 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, 2024 |
| 7.34% |
| Risk: Low – Medium |
| 1 Yr 10.71% | 3 Yr 4.68% |
Disciplined Leadership Balanced Fund
| 1 mo | YTD | 1 yr | 3 yr | 5 yr |
|---|---|---|---|---|
| 2.73% | 7.34% | 10.71% | 4.68% | 5.94% |
| Title | Description |
|---|---|
| Disciplined LeadershipTactical Income Growth Fund | The investment objective is to generate income and long term capital growth by investing in a combination of equity and fixed income securities without geographic restrictions, including those in emerging markets.The Fund’s may be from any combination of holding such equity and fixed income securities, investments in other mutual funds and derivatives. Minimum investment of $5,000, through your investment advisor |
| YTD RETURN | F Class |
|---|
| March 31, 2024 |
| 14.81% |
| Risk: Medium |
| 1 Yr 25.19% | 3 Yr 4.42% |
WEEKLY HOLDINGS PDF
TEAR SHEET Â | F Class PDF
TEAR SHEET | A Class PDF
Disciplined Leadership Tactical Income Growth Fund
| 1 mo | YTD | 1 yr | 3 yr | 5 yr |
|---|---|---|---|---|
| 4.84% | 14.81% | 25.19% | 4.42% | 4.21% |
| Title |
|---|
| Annual Compound Returns | F Class |
| As of March 31, 2024 |
| Name | 1 mo | YTD | 1 yr | 3 yr | 5 yr |
|---|---|---|---|---|---|
| Disciplined Leadership Balanced Fund | 2.73% | 7.34% | 10.71% | 4.68% | 5.94% |
| Disciplined Leadership Tactical Income Growth Fund | 5.84% | 14.84% | 25.19% | 4.42% | 4.21% |
| Global Equity Fund | 3.80% | 7.60% | 16.34% | 4.39% | 11.81% |
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.