Private Pools

Barometer offers five Private Pools in three different asset classes. Each is designed and built to meet various investment goals and objectives.

Compare All Private Pools

Title
EQUITY
Content
<strong>The objective of the Barometer Equity Pool is to achieve
long-term capital appreciation by investing primarily in leading
companies in leading sectors.</strong>
The Equity Pool is a concentrated core portfolio of approximately 40 to 60 securities.
Infographic
YTD Return | F Class
October 31, 2020
9.83%
Risk: Medium
<div class="risk-bar"><span class="position medium"> </span></div>
<strong>1 Yr:</strong> 12.86%  |  <strong>5 Yr:</strong> 1.53%
Fund Details and Tear Sheets
Our main objective is identifying leading companies in leading sectors, and we do not restrict the holdings of the Equity Pool by market capitalization size or sector; however, due to our strict liquidity requirements, the Equity Pool invests only in actively traded securities.

TEAR SHEET | F Class

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TEAR SHEET | A Class

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Title
BALANCED
Content
<strong>The objective of the Barometer Tactical Balanced Pool is to
achieve long-term capital appreciation by investing primarily in leading
companies in leading sectors.</strong>
The Tactical Balanced Pool is a diversified core portfolio holding up to
60 securities. The income portion of the portfolio of the Tactical
Balanced Pool may include income trusts (including real estate income
trusts), preferred shares, T-bills, provincial and federal bonds,
foreign bonds and corporate and convertible bonds.
Infographic
YTD Return | F Class
October 31, 2020
-3.99%
Risk: Medium
1 Yr: -1.75%  |  5 Yr:3.52%
Fund Details and Tear Sheets
Equity holdings are not restricted by market capitalization size or sector; however, due to our strict liquidity requirements, the Tactical Balanced Pool invests only in actively traded securities and income producing investments.

TEAR SHEET | F Class

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TEAR SHEET | A Class

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Title
INCOME
Content
<strong>The objective of the Barometer Tactical Income Pool is to
achieve long-term capital appreciation and minimize risk by diversifying
product type, purchasing income investments that exhibit the best risk
reward.</strong>
The Barometer Tactical Income Pool is a diversified core portfolio
holding up to approximately 60 securities. The portfolio of the Tactical
Income Pool may include, preferred shares, treasury bills, provincial
and federal bonds, foreign bonds, corporate and convertible bonds,
dividend paying common stocks (stapled units), income trusts, including
real estate income trusts (REITS).
Infographic
YTD Return | F Class
October 31, 2020
-11.01%
Risk: Medium
1 Yr: -5.86%  |  5 Yr: 1.15%
Fund Details and Tear Sheets
The goal is to minimize risk by diversifying security holdings and purchasing income investments that exhibit the best risk reward.

TEAR SHEET | F Class

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TEAR SHEET | A Class

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Title
LONG SHORT
Content
<strong>The objective of the Barometer Long Short Pool is to achieve
long-term capital appreciation by investing primarily in leading
companies in leading sectors while short selling in lagging sectors.</strong>
The Long Short Pool is a concentrated core portfolio of approximately 40 to 60 securities.
Infographic
YTD Return | F Class
October 31, 2020
22.52%
Risk: Medium
1 Yr: 22.73% |  5 Yr: 4.03%
Fund Details and Tear Sheets
As our main objective is identifying leading companies in leading sectors and weak companies in lagging sectors, we do not restrict the Long Short Pool’s positions by market capitalization size or sector; however, due to our strict liquidity requirements, the Long Short Pool focuses only in actively-traded securities.

TEAR SHEET | F Class

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TEAR SHEET | A Class

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Title
GLOBAL MACRO
Content
<strong>The investment objective of the Barometer Global Macro Pool is
to generate income and achieve long-term capital appreciation by
primarily investing in ETFs. </strong>
The Global Macro Pool is a portfolio of diversified asset classes and
market segments primarily focused on investing in ETFs. The Global Macro
Pool is a tactical approach that uses quantitative analysis and
technical indicators in response to market momentum.
Infographic
YTD Return | F Class
October 31, 2020
-35.22%
Risk: Medium – High
1 Yr: -25.98% |  5 Yr: -6.52%
Fund Details and Tear Sheets
As our main objective is identifying leading companies in leading sectors and weak companies in lagging sectors, we do not restrict the Long Short Pool’s positions by market capitalization size or sector; however, due to our strict liquidity requirements, the Long Short Pool focuses only in actively-traded securities.

TEAR SHEET | F Class

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TEAR SHEET | A Class

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Weekly Holdings

November 9, 2020

Private Pool Returns  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.