Sustainable Balanced 40/60 Fund

Benchmark: MSCI World Index (30%)/ S&P/TSX Composite Index (10%)/ FTSE Canada Universe Bond Index (60%)
Inception Date: 6-Jan-2022

Investment Objective

The primary objective of the Fund is the provision of a balanced portfolio emphasizing income generation with some level of capital preservation and long-term capital appreciation by investing in a mix of global equity and fixed income securities, mutual funds and/or exchange traded funds (ETFs) while also meeting a set of environment, social and governance (ESG) standards and investment criteria.

Investment Strategy

The Fund aims to achieve its investment objective primarily through the investment in Guardian Funds and ETFs and/or third-party mutual funds and ETFs that provide exposure to a diversified set of asset classes, including global equities, fixed income securities and real assets. Investments are primarily selected on the basis of their ability to provide the Fund with compelling long-term risk-adjusted returns and to meet a minimum set of ESG investment standards.