Fonds d'investissements
One of the most common ways of making socially responsible investments (SRI) is through socially responsible investment funds. These funds incorporate Core and Broad SRI strategies in the selection and management of the investments within their portfolios. In order to be defined as a "socially responsible mutual fund," SIO stipulates that a fund must use one or more SRI strategies as part of its investment selection process, and that these strategies must be communicated in the fund's prospectus. A complete list of these funds along with current performance statistics is available at SRI Fund Performance. The funds listed in this chart are SRI funds in Canada that are widely available for sale to the investing public. Another way that investors can make SRI investments is through selected retail venture capital funds. These funds invest in private companies in the startup or expansion phase. Funds investing in sustainable companies are included as socially responsible investments. These mutual funds and retail capital funds represent the universe of SRI funds currently available in Canada, according to the best information obtainable by the SIO. However, readers should be aware that SIO has not conducted any due diligence on the screening, research or stock selection methods employed by these funds. Such methods vary widely among funds, and can have an impact on the social impact and financial performance of funds. While these funds have stated in their prospectus that they include social or environmental criteria in their securities selection process, it would be a conflict of interest for the SIO to appraise the security selection process of these funds, since most of the funds are members of the SIO. Therefore, we strongly recommend investors to use the services of a knowledgeable financial advisor when choosing among these funds.
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NNOUVEAU ! Votre guide des fonds communs de placement socialement responsables au Canada |
Les performances des fonds socialement responsables, le 31 décembre 2011
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