Sustainable Growth 100 Fund

Benchmark: MSCI World Index (80%)/ S&P/TSX Composite Index (20%)
Inception Date: 6-Jan-2022

Investment Objective

The primary objective of the Fund is the achievement of long-term capital appreciation. The Fund aims to achieve its objective by investing in a mix of global equity 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 objectives 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 and real assets, which may pay dividends that supplement returns. 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.

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