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Genus’ Fossil Free Portfolios explained

Deciding to move your assets away from fossil fuel intensive portfolios is the first big step in your new responsible investment journey, but choosing the right portfolio to align your investments with your values can be challenging. Below, we’ve outlined Genus’ suite of Fossil Free portfolios to help you decide which fund is best suited to your needs and values.

These portfolios at Genus were created in response to client demand. As the world took notice of climate change, our clients increasingly asked about investing options that ruled out heavy polluting industries, such as fossil fuels. In response, in 2013 we enhanced our socially responsible strategies and created Genus Fossil Free® to allow investors to help address some of the world’s pressing socioeconomic and environmental challenges. With this, Genus Capital became the architect of Canada’s first suite of fossil free funds and pioneer of Canada’s divest-invest movement.

All of the Genus’ Fossil Free® portfolios shown below screen out fossil fuel industries, high carbon intensive industries, controversial products (tobacco or gambling), companies with low overall ESG scores, and those with widespread or very harmful controversies.

Genus Fossil Free Conservative Portfolio

  • This lower risk portfolio is designed for clients seeking safety and income with a hedge against inflation
  • Suitable for clients with at least two years to invest, and targets average annual returns of 2 percent net of fees and expenses

Genus Fossil Free Income Portfolio
● This lower risk portfolio is designed for clients seeking an emphasis on income with potential returns above inflation
● Suitable for clients with at least four years to invest, and targets average annual returns of 3 percent net of fees and expenses

Genus Fossil Free Conservative Balanced Portfolio
● This medium risk portfolio is designed for clients seeking a neutral balance of income and growth
● Suitable for clients with at least six years to invest, and targets average annual returns of 4 percent net of fees and expenses

Genus Fossil Free Balanced Portfolio

  • Getting into the higher risk category, this portfolio is designed for clients seeking a balanced approach with an emphasis on growth
  • Suitable for clients with at least eight years to invest, and targets average annual returns of 5 percent net of fees and expenses

Genus Fossil Free Growth Portfolio
● Getting into the higher risk category, this portfolio is designed for clients seeking growth of capital with moderate risk
● Suitable for clients with at least 10 years to invest, and targets average annual returns of 6 percent net of fees and expenses

Genus Fossil Free Aggressive Growth Portfolio
● This is a high risk portfolio designed for clients who want higher growth and are comfortable with the risk of a predominately stock portfolio
● Suitable for clients with at least 12 years to invest, and targets average annual returns of 7 percent net of fees and expenses

Ready to Divest in Fossil Fuels? Contact one of our PMs and start your future today!

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