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On Sept. 24, Investors Group plans to add two new funds, Investors Summa Global SRI Fund(TM) and Investors Summa Global Environmental Leaders Fund, to its fund offering. The new mandates will join Investors Group's existing socially responsible investing (SRI) fund and class to form the Investors Summa Fund Family. "These mandates will offer Canadians with heightened sensitivity to social and environmental ideals the opportunity to include funds consistent with their personal values in their portfolios," said John Wiltshire, Senior Vice-President of Product and Financial Planning at Investors Group.
"Socially responsible investing is an investment philosophy that combines the maximization of financial return with social good. The Investors Summa Fund Family will adhere to a principle-driven SRI investment approach." The Investors Summa Fund Family will provide a choice in investment options that range from the current Canadian focus of Investors Summa Fund (soon to be renamed as the Investors Summa SRI Fund) and the new globally diverse Investors Summa Global SRI Fund to a mandate that takes a more focused and proactive approach on environmental issues (Investors Summa GlobalEnvironmental Leaders Fund), each with Corporate Class versions.
"The introduction of these new mandates as part of the Investors Summa Fund Family enhances Investors Group's long history of socially responsible investing," Wiltshire said. "Investors Group was one of the first major Canadian financial institutions to launch an SRI fund, the Investors Summa Fund(TM) in 1987. Twenty years later, Investors Summa Fund is the biggest SRIfund in the country." For more information, visit www.investorsgroup.com.
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