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

Sustainable Income 100
Fund

Sustainable Balanced 40/60
Fund

Sustainable Growth 80/20
Fund

Sustainable Income 20/80
Fund

Sustainable Balanced 60/40
Fund

Sustainable Growth 100
Fund

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

Sustainable Funds Brochure

Why Sustainable Funds

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/

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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.

The information on this website is intended for Canadian residents only. Mutual funds and ETFs on this website are sponsored by Guardian Capital LP and are only qualified for sale in certain provinces or territories of Canada. Your use of this website signifies that you accept our policies and terms of use, as found here Legal / Privacy and Security / Social Media / Accessibility

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.

Guardian, Guardian Capital and the Guardian gryphin design are trademarks of Guardian Capital Group Limited, registered in Canada. Guardian Capital LP © Copyright2022

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