IA Clarington Inhance Balanced SRI Portfolio

 
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MER as at
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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


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Key Documents
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