When Socially responsible investing is also smart
investing
IA Clarington Inhance Monthly Income SRI Fund - winner of the
top SRI Fund of 2010 in the balanced fund category according to
Corporate Knights Magazine1 - returned 13.2% in 2010,
outperforming in the Canadian equity balanced category by
4.2%2.
The IA Clarington Monthly Income SRI Fund Series
T6:
Compound Annual Returns (%) as at 12/31/2011
| 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years | Inception |
| 2.1 | 5.0 | 0.3 | 0.9 | - | - | - | - |
- 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
You can call it socially responsible or you can just
call it smart.
1Corporate Knights Magazine, Issue 34, Winter 2011
2Source: Canadian Equity Balanced category, Globe
HySales and StyleADVISOR, data as at December 31, 2010.
The IA Clarington Inhance Funds (the "Inhance Funds") were
launched on November 30, 2009. On December 4, 2009, each of the
Inhance Funds underwent a merger that was a material change under
applicable securities laws. As such, in accordance with such laws,
we may only disclose performance for periods after December 4,
2009.