How has the Growth SRI portfolio performed?

Investor type

Our Growth portfolios range from 75-90% equity and are designed for an individual with medium-to-high risk tolerance. If you can bear market fluctuations with relative ease and understand that there can be short-term periods of poor performance, this portfolio is for you.


We've modelled an 80% equity portfolio below. This portfolio has grown by a cumulative 24.3% (net of fees) since it was launch on March 24, 2016 to October 31, 2017.



Your portfolio will be invested in the following funds:

iShares MSCI ACWI Low Carbon Target ETF CRBN Global stocks with a lower carbon exposure than the broader market. 27.5%
iShares Jantzi Social Index ETF XEN Canadian stocks, excluding companies with a poor social-responsibility record based on broad ESG criteria. 22.5%
Vident International Equity Fund VIDI Developed and emerging economies with sustainable growth, based on criteria such as human rights and low corruption. 15%
PowerShares Cleantech Portfolio PZD Cleantech innovators in the developed world. 15%
BMO Mid Federal Bond Index  ZFM Mid term debt securities issued or guaranteed by the Government of Canada 20%

The MER of this portfolio is 0.43% and the management fee of this portfolio is 0.50%

The dividend yield (trailing 12 months) of this portfolio is 1.89%

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