IA Clarington Inhance Conservative 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 with the potential for capital appreciation by investing primarily in a diversified portfolio of other mutual funds that meet the portfolio manager’s responsible investment principles, with a bias towards Canadian income and bond mutual funds and the remainder in equity mutual funds.
Key Reasons to Invest
  • A diversified conservative balanced solution for investors who want to invest responsibly in the pursuit of their financial goals.
  • Target asset mix of 35% equities and 65% 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

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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

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