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Benefit from outcome-oriented structured solutions to meet your real-life needs and capture undiscovered value in niche markets.

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Bruce Campbell

Bruce

Portfolio Manager

Own a portfolio of Canadian dividend-paying companies with the best prospects for income and growth that has a tax-efficient corporate class structure.

Income Growth Fund | PFC5301 | Purpose Investments

StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)

Fortis Inc.

Extendicare Inc.

Power Corporation Of Canada, SV

Chorus Aviation Inc. Convertible Debenture 6.000% 06/30/2026

Atco Limited, Class "I"

Tmx Group Limited

iShares Premium Money Market ETF

Altagas Ltd.

Nutrien Ltd

1933 Industries Inc. Conv. 10.00% 12/31/2023

Great-West Lifeco Inc.

Andrew Peller Ltd.

Sienna Senior Living Inc.

Igm Financial Inc.

Lundin Gold Inc.

Emera Inc.

Chartwell Retirement Residences

Canadian Imperial Bank Of Commerce

Manulife Financial Corp

The Bank of Nova Scotia

Hydro One Limited

Primaris Reit

Capital Power Corporation

Agf Management Ltd

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SECTOR	ISSUING BANK	THEME	GEOGRAPHY	MATURITY	PORTFOLIO WEIGHT	# OF POSITIONS
Utilities					5.27%
Health Care					5.11%
Financials					5.00%
Industrials					4.99%
Utilities					4.31%
Financials					4.20%
Equity Index					4.11%
Utilities					4.05%
Materials					4.01%
Health Care					3.97%

Equity—

StoneCastle Income Growth Fund (Formerly Purpose Canadian Income Growth Fund)