Barometer makes key changes

Toronto-based Barometer Capital Management Inc. has introduced Barometer Disciplined Leadership Equity Fund, which provides investors with the opportunity to gain exposure to North American and global equities. In addition, Barometer has announced that Barometer Income Advantage Fund will be renamed Barometer Disciplined Leadership High Income Fund, reintroducing Barometer’s Disciplined Leadership brand to the firm’s family of public funds. Together, says Barometer, the equities fund and the income fund will provide investors with a portfolio strategy based on Barometer’s disciplined leadership approach, which includes seeking out companies going through positive change in market leadership sectors or themes without any specific yield constraints. Advisor commissions are 0%-5% for front-end sales. There is no deferred or low-load option. Trailing commissions are 1%. Management fees are 1.95% for A-class units and 0.95% for F-class units. Minimum investment is $500.

Compiled by Clare O’Hara (cohara@investmentexecutive.com).