Portfolio options

Portfolio options

Fossil Free portfolio examples

Below are 4 portfolio examples that are available through our Digital Wealth Management. Looking for a more personalized portfolio? It can be created through our Personal Wealth Management. Either way, our portfolio managers are happy to guide you to the best solution that fits your goals.

Income Portfolio

  • 75 FIXED INCOME

  • Legend Two

  • Legend Three

25% EQUITY | 75% FIXED INCOME

This complete investment solution suits clients seeking safety and income with a hedge against inflation. We actively manage this diversified portfolio by picking attractive securities and managing risk with asset mix adjustments. The investments have a strong sustainability alignment. The strategy makes sense for clients with at least 2 years to invest and tolerance for temporary drawdowns of about 2-3% in a typical poor year.
Treasury Bills
17%

Treasure Bills

Short-Term Corporate Bonds
20%

Short-term corporate bonds only from Fossil Free issuers

Government Bonds
12%

Canada, provincial, and municipal government bonds

Fossil Free Corporate Bonds
14%

Canadian investment grade corporate bonds only from Fossil Free issuers

Fossil Free Dividend Equity
11%

Canadian and global stocks with lower risk and higher dividend yields   

Fossil Free Global Equity
18%

Canadian and global stocks actively chosen for superior value, momentum, and quality

Fossil Free High Impact Equity
9%

Top 30 leading global impact stocks, making a real difference

Stability Portfolio

  • 55 FIXED INCOME

  • Legend Two

  • Legend Three

45% EQUITY | 55% FIXED INCOME

This complete investment solution suits clients seeking a balance of income and growth. We actively manage this diversified portfolio by picking attractive securities and managing risk with asset mix adjustments.  The investments have a strong sustainability alignment. The strategy makes sense for clients with at least 5 years to invest and tolerance for temporary drawdowns of about 5-6% in a typical poor year.
Treasury Bills
13%

Treasure Bills

Short-Term Corporate Bonds
16%

Short-term corporate bonds only from Fossil Free issuers

Government Bonds
10%

Canada, provincial, and municipal government bonds

Fossil Free Corporate Bonds
12%

Canadian investment grade corporate bonds only from Fossil Free issuers

Fossil Free Dividend Equity
14%

Canadian and global stocks with lower risk and higher dividend yields   

Fossil Free Global Equity
23%

Canadian and global stocks actively chosen for superior value, momentum, and quality

Fossil Free High Impact Equity
11%

Top 30 leading global impact stocks, making a real difference

Balanced Portfolio

  • FIXED INCOME

  • EQUITY

  • Legend Three

60% EQUITY | 40% FIXED INCOME

This complete investment solution suits clients seeking an emphasis on growth. We actively manage this diversified portfolio by picking attractive securities and managing risk with asset mix adjustments. The investments have a strong sustainability alignment. The strategy makes sense for clients with at least 10 years to invest and tolerance for temporary drawdowns of about 9-10% in a typical poor year
Treasury Bills
2%

Treasure Bills

Short-Term Corporate Bonds
13%

Short-term corporate bonds only from Fossil Free issuers

Government Bonds
9%

Canada, provincial, and municipal government bonds

Fossil Free Corporate Bonds
11%

Canadian investment grade corporate bonds only from Fossil Free issuers

Fossil Free Dividend Equity
19%

Canadian and global stocks with lower risk and higher dividend yields   

Fossil Free Global Equity
31%

Canadian and global stocks actively chosen for superior value, momentum, and quality

Fossil Free High Impact Equity
15%

Top 30 leading global impact stocks, making a real difference

Growth Portfolio

  • FIXED INCOME

  • EQUITY

  • Legend Three

75% EQUITY | 25% FIXED INCOME

This complete investment solution suits clients seeking a balanced approach with an emphasis on growth. We actively manage this diversified portfolio by picking attractive securities and managing risk with asset mix adjustments.  The investments have a strong sustainability alignment. The strategy makes sense for clients with at least 8 years to invest and tolerance for temporary drawdowns of about 7-8% in a typical poor year.
Treasury Bills
2%

Treasure Bills

Short-Term Corporate Bonds
4%

Short-term corporate bonds only from Fossil Free issuers

Government Bonds
5%

Canada, provincial, and municipal government bonds

Fossil Free Corporate Bonds
9%

Canadian investment grade corporate bonds only from Fossil Free issuers

Fossil Free Dividend Equity
23%

Canadian and global stocks with lower risk and higher dividend yields   

Fossil Free Global Equity
39%

Canadian and global stocks actively chosen for superior value, momentum, and quality

Fossil Free High Impact Equity
19%

Top 30 leading global impact stocks, making a real difference

Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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