When Socially Responsible Investing is also smart
investing
IA Clarington Inhance Monthly Income SRI Fund - Is managed by
the award-winning Vancity Investment Management team.
Compound Returns (%) as at 04/30/2013
| 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years | Inception |
| 1.0 | 3.2 | 6.7 | 9.0 | 7.7 | - | - | 8.4 |
The IA Clarington Monthly Income SRI Fund Series
T6:
- 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
Vancity Newsletter March 2013
Conflict Minerals in Supply Chain Pt.2
Vancity Newsletter September 2012
Conflict Minerals in the Supply
Chain
InhanceNews update for August 2012
Divestment of Enbridge Securities
>>
Vancity NewsLetter July 2012
Climate Risk and Market Disclosure
>>
Vancity NewsLetter March 2012
Northern Gateway and Enterprise Risk
>>
InhanceNews update for February
Northern Gateway Pipeline Project
>>
You can call it socially responsible or you can just
call it smart.
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.