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

Equity Pool 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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Balanced Pool 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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Income Pool 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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Long Short Pool 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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Global Macro Pool 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.