Series

Investment Approach

The portfolio will seek to generate capital appreciation as well as some interest and dividend income by investing in a diversified portfolio of other mutual funds that meet the manager's socially responsible investment principles, with a bias towards Canadian equity mutual funds diversified with Canadian income and bond mutual fund holdings.

Key reasons to invest

Access to award winning Socially Responsible Investment (SRI) managers

Diversification by sector, country and asset class

Potential tax efficiency of distributions

 Medium-Low Risk Image

Daily Price

Calendar Year Returns (%)

Distributions

Distribution Frequency: Annually

Daily Price

Support Material

Commentaries

The Fund achieved a positive return for the third quarter with positive return contribution from three of the underlying constituent funds. The Portfolio Sub-Advisor notes that most global equity markets and even the bond market posted positive returns in the quarter as the cross currents and headwinds arising in the first quarter continued to abate. As such, the largest contribution came from the IA Clarington Inhance Global Equity SRI Class followed by the IA Clarington Bond Fund and the IA Clarington Inhance Canadian Equity SRI Class.

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Portfolio Managers

Stephen_MacInnes

Stephen MacInnes, CFA
Portfolio Manager
Vancity Investment Management Inc.

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Facts & Fees

Purchase Minimums

Minimum Initial Buy: $500
Each Additional Investment:
(may be waived)
$50

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Important information and disclaimer

Returns are calculated, and year-by-year returns are shown, from December 4, 2009, the date of a material fund merger.