Our superior quality of pooled funds is how we practice what we preach. Along with discretionary investment management, clients get exclusive access to a collection of secure, performance-driven funds grounded in socially conscious investment practices, commonly known as socially responsible investing (SRI).
Similar to mutual funds, pooled funds combine their investment dollars into pooled portfolio units, rather than individual securities. Plus, you get:
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With our funds, every company included is assessed based on a streamlined process that considers not just the financial performance, but also its environmental impact, employee and community relations, and corporate governance.
Exclusive to Vancity Investment Management clients, our pooled funds offer a convenient way to lever our SRI investment process to serve your goals and priorities.
A portfolio primarily invested in short-term fixed income securities of Canadian government and corporate issuers, focused on preserving capital and generating income.
A portfolio primarily composed of fixed income securities of Canadian government and corporate issuers, focused on preserving capital and generating income.
A diversified portfolio of Canadian equity securities, focused on long-term capital appreciation.
A portfolio primarily composed of high yield equities and preferred shares of Canadian issuers, focused on providing a consistent level of monthly income.
A broad portfolio of equity securities from issuers located around the world, focused on achieving long-term capital appreciation.
A portfolio primarily invested in equity securities of issuers with small market capitalization located around the world, focused on achieving long-term capital appreciation.
Invest in a globally diversified, fossil fuel free socially responsible investment portfolio of publicly listed securities, selected for their low level of historical volatility with the potential to compound shareholder value.
Invest in a globally diversified portfolio of publicly listed securities, selected for their intention and ability to compound shareholder value by offering goods and services that contribute to measurable social or environmental benefit.
Our portfolio managers can tell you more about each of the options and help you choose the funds that best align with your financial goals and values.
