IA Clarington Inhance Monthly Income SRI GIF

Fund Code(s)
as at
Management Fee
Reduced MER (est.)
Low Medium High
Inception Date
Total value

Investment Goal

The portfolio managers select investments using fundamental analysis, encompassing company`s earnings, profitability growth, credit position, cash flow and long-term sustainability. The team also applies in-depth financial analysis and rigorous environmental, social and governance (ESG) research to the construction and management of this portfolio.
Key Reasons to Invest
  • Access to award winning Socially Responsible Investment (SRI) managers
  • Fund provides a flow of monthly income while seeking to preserve capital
  • Potential tax efficiency of distributions

Portfolio Managers

Annual Rates of Return - %
Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
Average Annual Total Returns %
Performance %

Distribution frequency:

Capital Gains
Return of Capital
Total Distribution
Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
        Asset Mix
        Asset Allocation
        Key Documents