NEI Ethical Global Dividend
This go anywhere fund managed by KC Parker of Beutel Goodman looks for high quality, profitable companies that generate high levels of free cash flow that is either reinvested back into the business, or returned to shareholders through share buybacks or a dividends. Ethical is a very active shareholder and encourages companies to improve their environmental, social and governance practices...
Read MoreNEI Ethical Special Equity Fund
Managed by Joe Jugovic and Ian Cooke of Calgary based QV Investors, this small cap fund is virtually identical to the IA Clarington Canadian Small Cap Fund. The biggest difference between the two is the management team submits investment ideas to Ethical Funds who put the prospective company through their rigorous environmental, social and governance screens. Assuming it passes, it is allowed...
Read MoreNEI Ethical Canadian Equity Fund
Being one of the largest equity focused SRI funds in Canada, it is also one of the more attractive offerings. It is managed by Calgary based QV Investors who invest in companies with above average returns on equity capital, but whose shares trade below market valuations. Performance has been strong, with a three year gain of 8.4%, handily outpacing both the index and its competition. Volatility...
Read MoreRBC Jantzi Canadian Equity Fund
This fund invest only in Canadian companies that have strong corporate governance polices, stellar environmental records, and exemplary human rights practices. It avoids companies that are involved in weapons, tobacco, or nuclear power. The result is a well-diversified portfolio that has modestly outpaced the broader market on a one and three year basis, with comparable volatility. The biggest...
Read MoreiShares Jantzi Social Index ETF
This is one of only three SRI ETFs available in Canada and it is designed to track the Jantzi Social Index, which looks to invest in the large Canadian companies that have passed various screens for environmental, social, and governance factors. The index excludes any companies that are involved in nuclear power, military weapons, and tobacco. Despite the low level of assets, currently at a...
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