Additional Resources
1 Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the
successor to its original investment management business, which was founded in 1962.
2 The Sustainable Funds are multi-asset solutions that aim to achieve their investment objectives
primarily through investment in Guardian mutual funds and ETFs and/or third party mutual funds and ETFs (the
“underlying funds”).
3 The Morningstar® Sustainability Rating™ is intended to measure how well the issuing companies
of
the securities within a fund’s portfolio are managing their environmental, social, and governance (“ESG”)
risks
and opportunities relative to the fund’s Morningstar category peers, and is updated monthly. The Morningstar
Sustainability Rating is depicted by globe icons where 5 globes equals High ranking (lowest ESG Risk) and 1
globe equals Low ranking (highest ESG Risk) compared to category peers, based off each fund’s Morningstar®
Portfolio Sustainability Score™. A Sustainability Rating is assigned to any fund that has more than half of
its
underlying assets receiving an ESG Risk Rating from Sustainalytics, and is within a Morningstar Category
with at
least 10 scored funds; therefore, the rating it is not limited to funds with explicit sustainable or
responsible
investment mandates. Please refer to http://corporate1.morningstar.com/SustainableInvesting for more
detailed
information about the Morningstar Sustainability Rating and its calculation. Sustainalytics is an ESG and
corporate governance research, ratings, and analysis company affiliated with Morningstar, Inc. © 2022
Morningstar®. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar
and/or
its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate,
complete
or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising
from
any use of this information. Past performance is no guarantee of future results. Morningstar is an
independent
organization that groups investment funds with generally similar investment objectives for comparison
purposes
and ranks them on a historical basis. Ratings and/or ranking information is portfolio-based, not
performance-based and is subject to change monthly. They do not reflect a fund’s performance on either an
absolute or risk-adjusted basis, nor are they a qualitative Morningstar evaluation of a fund’s merits. They
should not be the sole basis for an investment decision.
Responsible investing may incorporate considerations beyond traditional financial information into the investment selection process. This could result in investment performance deviating from, including underperforming, other comparable investment strategies or broad market benchmarks. 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. Guardian Capital LP is a signatory of the UN-supported Principles for Responsible Investment (UN PRI), and our Responsible Investing policies are publicly available on our website at: https://www.guardiancapital.com/investmentsolutions/responsible-investing/
