Equity Background
back to funds

Equity

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

On July 25, Purpose announced its plan to terminate the fund on or about September 29, 2025. The fund is not accepting new subscriptions.

The purpose of this fund

  • Active selection process with a focus on companies with earnings and dividend growth
  • Disciplined risk management adjusts market exposure in response to macro and technical factors
  • Tax-efficient income from its corporate class structure

Managed by -

Purpose Investments Inc. Logo

Purpose Investments Inc.

Sub-advised by -

StoneCastle Investment Management

Bruce Campbell

Bruce Campbell
Portfolio Manager

StoneCastle Investment Management

Bruce Campbell is the founder of StoneCastle Investment Management. He has more than 25 years of experience managing funds and has worked for some of the largest investment dealers in Canada and the US.

Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. The indicated rate of return is the historical annual compounded total return including changes in share/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 securityholder that would have reduced returns.

This information is provided for illustrative and discussion purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. Historical trends do not imply, forecast or guarantee future results. Information is as of the date indicated and subject to change without notice. Nothing herein constitutes a prediction or projection of future events or future market behavior.

If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.