IA Clarington Inhance Balanced SRI Portfolio

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

Investment Goal

The Fund’s objective is to generate interest and dividend income as well as capital appreciation by investing primarily in a diversified portfolio of other mutual funds that meet the portfolio manager’s responsible investment principles, with a balanced holding of income, bond and equity mutual funds.
Key Reasons to Invest
  • A diversified balanced solution for investors who want to invest responsibly in the pursuit of their financial goals.
  • Target asset mix of 50% equities and 50% fixed income securities, broadly diversified across asset classes, geography and sectors.
  • Benefit from a holistic approach to responsible investing through a fully integrated in-house investment management team. The Environmental, Social and Corporate Governance (ESG) and financial analysis teams work together on a security by security basis for enhanced idea generation and risk management. 

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