Compliance

Policy for the Protection of Personal Information

Updated as of May 2026

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Amendment to the investment policy

April 2021 – Amendment to the investment policy of the Montrusco Bolton Global Equity Fund and Montrusco Bolton Global Equity ex Fossil Fuels Fund

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Regulation 31-103

Registration Requirements, Exemptions and Ongoing Registrant Obligations

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Regulation 24-101

Trade-Matching Statement

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Internal Policies

Montrusco Bolton Diversity, Equity, and Inclusion Policy

Updated as of January 2026

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Montrusco Bolton Responsible Investment Policy

Updated as of January 2026

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Montrusco Bolton Proxy Voting Policy

Updated as of September 2025

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Montrusco Bolton Stewardship Policy

Updated as of June 2025

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Other

Montrusco Bolton’s Commitment to Japan’s Stewardship Code

December 18th, 2025

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Proxy Voting

2025-07-01 to 2026-06-30

Montrusco Bolton U.S. Equity Fund

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2025-07-01 to 2026-06-30

Montrusco Bolton Canadian Equity Fund

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2025-07-01 to 2026-06-30

Montrusco Bolton Canadian Equity Small Cap Fund

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2025-07-01 to 2026-06-30

Montrusco Bolton Equity Income Fund

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2025-07-01 to 2026-06-30

Montrusco Bolton Global Equity Fund ex. Fossil Fuels

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2025-07-01 to 2026-06-30

Montrusco Bolton Global Equity Fund

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Strategies

Learn more about our investment strategies and how they support long-term performance.

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Responsible Investment

We consider financially material sustainability-related risks and opportunities and actively engage with the companies we invest in

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Contact Us

Get in touch with our team to learn more about our approach and investment capabilities.

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