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

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Daily Price

Calendar Year Returns (%)

Distributions

Distribution Frequency: Annually

Daily Price

Support Material

Commentaries

The Fund achieved a very positive return for the year, with solid returns for both bonds and stocks in 2014. Contributions to this positive return came from all the underlying constituent funds. The largest contribution came from IA Clarington Inhance Global Equity SRI Class followed closely by IA Clarington Inhance Canadian Equity SRI Class, and then by strong and similar returns from IA Clarington Inhance Monthly Income SRI Fund and IA Clarington Bond Fund.

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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.