IA Clarington Inhance Growth 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 capital appreciation as well as some interest and dividend income 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 equity mutual funds diversified with Canadian income and bond mutual fund holdings.
Key Reasons to Invest
  • A diversified growth-oriented balanced solution for investors who want to invest responsibly in the pursuit of their financial goals.
  • Target asset mix of 65% equities and 35% 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 - %
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Average Annual Total Returns %
Performance %

Distribution frequency:

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

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        Top 10 Holdings

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        Key Documents