When Socially Responsible Investing is also smart
investing
IA Clarington Inhance Monthly Income SRI Fund - received
the highest overall score amongst the Canadian SRI balanced funds
ranked in Corporate Knights' 2012 Responsible Investing Guide*.
The IA Clarington Monthly Income SRI Fund Series
T6:
Compound Annual Returns (%) as at 04/30/2012
| 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years | Inception |
| 0.0 | 1.9 | 6.7 | 1.9 | - | - | - | - |
- Combines financial analysis with integrated in-house
Environmental, Social and Governance (ESG) analysis
- ESG analysis helps add value and lowers risk over the long
term
The Fund aims to provide a consistent level of monthly cash flow
through investments in fixed income and high yield equity
securities of Canadian companies that:
- Have a record of sustainable practices
- Are profitable
- Are socially responsible
Investment Approach
The Portfolio Manager looks for strong businesses with solid
growth potential, and a reasonable share price - then examines the
company's impact on shareholders, customers, employees and the
community.
- Reducing exposure to non-traditional risks that don't show up
on a balance sheet
- Focusing on leaders in progressive practices
InhanceNews update for February
Northern Gateway Pipeline Project
>>
Vancity NewsLetter March 2012
Northern Gateway and Enterprise
Risk >>
You can call it socially responsible or you can just
call it smart.
* Series F6 of the fund was ranked first among 9 Canadian
SRI balanced funds as determined by Corporate Knights for the one
year period ending November 30, 2011. During this time, it returned
2.2%. The ranking was based on fund performance, the fund manager's
social score as determined by Corporate Knights, and the portfolio
turnover rate. For additional details on the ranking methodology,
please follow this link. On December 4, 2009,
each of the IA Clarington Inhance Funds underwent a merger that was
a material change under applicable securities laws. As such,
we may only disclose performance for periods after December 4,
2009.