Sustainable funds outperformed their traditional peers in 2023 and saw returns of 12.6%.
Source: Morgan Stanley Institute of Sustainable Investing
Socially responsible investing is an approach to choosing profitable investments that also look out for humanity. And the numbers speak for themselves — we believe it’s no coincidence that companies delivering on long-term performance, are also the ones who respect life on earth.
Like regular mutual funds*, SRIs invest in well-known and lesser-known companies. The difference is:
The investments we, and our partners Aviso Wealth, offer vary in how they’re constructed and managed. They may use one or multiple methods to add impact to their portfolio.
Adding goodness through ESG integration or thematic investing, some funds seek investments with a measurable positive impact and positive return.
Fund managers may bring heat to the boardroom through shareholder engagement — where they put forth and vote on proposals to make change at companies you invest in.
Negative screening may be conducted to exclude companies earning revenue in harmful industries such as fossil fuels and military weapons.
Do good and make guaranteed returns with term deposits. Vancity’s term deposits don’t sit in a vault, much of it helps finance our local communities.
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* Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions, their values change frequently, and past performance may not be repeated.