Built to make a difference, our Sustainable Funds can help you build and preserve wealth while contributing to a sustainable world.
Solutions that make a difference
The Sustainable Funds were designed as easy-to-use investment solutions rooted in helping you invest
in a better world. Each Sustainable Fund has a critical focus on environmental, social, and
governance (ESG) factors, allowing you to practice responsible investing while leveraging our
decades of leadership in institutional asset management.
That means when you invest in Guardian Capital’s sustainable solutions, we are putting 60 years of
experience into your portfolio.1
The six Sustainable Funds are curated to offer you options when selecting the right mix of
securities to support your values, goals, timeframe and tolerance for risk. Choose the solution
that’s right for you now, while feeling confident your investments are focused on making a positive
difference for the future.
Responsible Investing Driven by ESG Integration
Institutional-Quality Portfolio Management
Diversification in one Convenient Package
Strategic Asset Allocation Targets*
Stocks/shares that represent an ownership stake in a company. Largely used as
vehicles to achieve capital growth.
Primarily refers to investment income earned from bonds. These positions tend
to be more conservative than equities, and therefore are better positioned to preserve capital.
++ Thematic Assets
Investment exposure in assets that are related to improving social or
++ Real Assets
Refers to assets that are “hard” or tangible, like real estate and
infrastructure. These types of securities can be beneficial diversifiers as they tend to perform
differently than stocks or bonds.
++ Liquid Alternatives
Investment funds whereby the portfolio manager is afforded considerable
flexibility to utilize certain sophisticated investment tools, often as a way to manage
volatility and/or enhance the level of income earned.
*For Illustrative Purposes Only. The manager aims to invest in
underlying funds that focus
on the above asset groups. Figures represent strategic targets only and may be subject to change over time.
The Sustainable Funds - Diversified,
Each Sustainable Fund applies a high standard of ESG oversight, based upon disciplined
and objective scrutiny from our experienced Responsible Investing team. In practice, this means screening
each underlying fund to ensure its fund manager is a signatory of the United Nations-supported Principles of
Responsible Investment, and to ensure it continuously meets established sustainability thresholds, as
measured by Morningstar® Sustainability Ratings™3. For a more detailed overview, click here to view our Responsible Investing Report.
Click here to learn more about
approach to responsible investing.
Guardian Capital LP is a signatory of the United Nations-supported Principles of Responsible Investment (UN PRI). The UN PRI does not prescribe the exclusion of any particular type of company or industry; rather it requires that, as the Manager, we are informed on the ESG issues, and that we are comfortable with the activities and practices of the companies that we invest in. Our Responsible Investing policies are publicly available on our website at https://www.guardiancapital.com/investmentsolutions/responsible-investing/
Responsible investing is an approach to investing that incorporates ESG considerations into investment decisions. This approach may incorporate considerations beyond traditional financial information into the investment selection process, which could result in investment performance deviating from other products with comparable objectives or from broad market benchmarks.
Guardian’s Sustainable Funds and GEM Pools have ESG-related investment objectives, while other Guardian Mutual Funds and ETFs do not have ESG-related investment objectives. All Guardian Funds integrate ESG considerations into the investment analysis of all holdings within their respective portfolio. A Fund’s ESG characteristics and performance may change from time to time. Please review the Fund’s prospectus for details on how the Fund’s investment strategy incorporates responsible investing considerations and the associated risks, and consult your financial professional prior to investing.
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Speak to your financial advisor or our team about guarding your prosperity journey today.
Please read the prospectus before investing. Important information about each Guardian Capital mutual fund and exchange traded fund (“ETF”) is contained in its respective prospectus. Commissions, trailing commissions, management fees and expenses all may be associated with investments in mutual funds and ETFs. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on the Toronto Stock Exchange ("TSX"). If the units are purchased or sold on the TSX, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them. Except as noted otherwise, the indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemptions, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Performance is calculated net of fees. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
Guardian Capital LP is the Manager of the Guardian Capital mutual funds and ETFs, and is a wholly-owned subsidiary of Guardian Capital Group Limited, a publicly traded firm, the shares of which are listed on the Toronto Stock Exchange.