Sustainable Funds

Designed to help 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*


++ Equities

Stocks/shares that represent an ownership stake in a company. Largely used as vehicles to achieve capital growth.

++ Income

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 environmental sustainability.

++ 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, multi-asset2 ESG solutions

Actively making a difference

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
Click here to learn more about Guardian's overall approach to responsible investing.

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.

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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