<p>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, weu2019ve outlined Genusu2019 suite of Fossil Free portfolios to help you decide which fund is best suited to your needs and values.</p>
<p>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 Freeu00ae to allow investors to help address some of the worldu2019s pressing socioeconomic and environmental challenges. With this, Genus Capital became the architect of Canadau2019s first suite of fossil free funds and pioneer of Canadau2019s divest-invest movement.</p>
<p>All of the Genusu2019 Fossil Freeu00ae 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.</p>
<p><strong>Genus Fossil Free Conservative Portfolio</strong></p><ul><li>This lower risk portfolio is designed for clients seeking safety and income with a hedge against inflation</li><li>Suitable for clients with at least two years to invest, and targets average annual returns of 2 percent net of fees and expenses</li></ul>
<p><strong>Genus Fossil Free Income Portfolio</strong><br />u25cf This lower risk portfolio is designed for clients seeking an emphasis on income with potential returns above inflation<br />u25cf Suitable for clients with at least four years to invest, and targets average annual returns of 3 percent net of fees and expenses</p>
<p><strong>Genus Fossil Free Conservative Balanced Portfolio</strong><br />u25cf This medium risk portfolio is designed for clients seeking a neutral balance of income and growth<br />u25cf Suitable for clients with at least six years to invest, and targets average annual returns of 4 percent net of fees and expenses</p>
<p><strong>Genus Fossil Free Balanced Portfolio</strong></p><ul><li>Getting into the higher risk category, this portfolio is designed for clients seeking a balanced approach with an emphasis on growth</li><li>Suitable for clients with at least eight years to invest, and targets average annual returns of 5 percent net of fees and expenses</li></ul>
<p><b>Genus Fossil Free Growth Portfolio<br /></b> u25cf Getting into the higher risk category, this portfolio is designed for clients seeking growth of capital with moderate risk<br />u25cf Suitable for clients with at least 10 years to invest, and targets average annual returns of 6 percent net of fees and expenses</p>
<p><b>Genus Fossil Free Aggressive Growth Portfolio<br /></b> u25cf This is a high risk portfolio designed for clients who want higher growth and are comfortable with the risk of a predominately stock portfolio<br />u25cf Suitable for clients with at least 12 years to invest, and targets average annual returns of 7 percent net of fees and expenses</p>
Ready to Divest in Fossil Fuels? Contact one of our PMs and start your future today!
Genus CEO Wayne Wachell Listed an Outstanding Contributor to Clean Capitalism
April 15, 2019
Genus is proud to announce that its CEO, Wayne Wachell, has been listed in good company among the Clean16 financial services and organizations in Canada.
