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Socially Responsible
Investing

Invest in portfolios built for your values.

Why invest in SRI Portfolios

  • Support companies that focus on environmental, social and corporate governance qualities
  • Same low management fees as all other Questwealth Portfolios
  • A great way for you to invest well while doing good

What the SRI Portfolios can be invested in:

Social and corporate governance ETFs

Invest in companies that aim to hold themselves to a high ethical standard and have a good track record on labour management, health & safety, and anti-competitive practices.

Low carbon ETFs

Businesses that produce a smaller carbon footprint, as measured by lower greenhouse gas and carbon emissions, relative to the broader market.

Cleantech ETFs

Companies that derive the majority of their revenue or operating profits from leveraging technology to reduce or optimize the use of natural resources (like wind and solar companies).

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SRI portfolios fit for your goals

Our SRI portfolios have the same diverse set of risk profiles as our 5 Questwealth Portfolios, from aggressive to conservative.

Aggressive content here

Great for high-risk investors

When you’re looking to maximize growth, the Aggressive Growth SRI portfolio can be right. This portfolio invests in 100% equity. While it will fluctuate with the market, it typically offers the highest potential returns. #SRI_MERRangeAggressive#

Aggressive Growth SRI Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2018, this portfolio has returned 69.72%
Cumulative returns 1
1 Yr
20.05%
3 Yr
29.66%
5 Yr
61.11%
Calendar returns 2
2019
19.17%
2020
9.88%
2021
20.81%
2022
-12.62%
2023
17.94%
YTD
9.309999%
Compound returns
1 year
20.05%
3 years
9.07%
5 years
10.03%
Dividend yield

1.79%

Asset allocation

Canadian equity
15.52%
U.S. equity
45.93%
International equity
37.55%
Fixed income
0.00%
Cash
1.00%

Aggressive

Holdings Asset type % Allocation
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 7.76%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 7.76%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 39.16%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 6.77%
INVESCO CLEANTECH ETF International equity 4.13%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 24.34%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 4.95%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 4.13%

Aggressive

Holdings Asset type % Allocation
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 7.76%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 7.76%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 39.16%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 6.77%
INVESCO CLEANTECH ETF International equity 4.13%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 24.34%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 4.95%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 4.13%
Growth content here

Great for medium to high-risk investors

For better than average asset growth, the Growth SRI Portfolio can be right. It invests in approximately 80% equity and 20% fixed income. It typically has less risk than the Aggressive SRI Portfolio. #SRI_MERRangeGrowth#

Growth SRI Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2018, this portfolio has returned 56.87%
Cumulative returns 1
1 Yr
16.67%
3 Yr
23.74%
5 Yr
49.77%
Calendar returns 2
2019
16.07%
2020
9.35%
2021
16.54%
2022
-11.16%
2023
15.49%
YTD
7.56%
Compound returns
1 year
16.67%
3 years
7.38%
5 years
8.429999%
Dividend yield

2.02%

Asset allocation

Canadian equity
12.54%
U.S. equity
37.13%
International equity
30.33%
Fixed income
19.00%
Cash
1.00%

Growth

Holdings Asset type % Allocation
ISHARES ESG CDN AGG BOND INDEX ETF Fixed income 9.91%
ISHARES ESG CDN ST BOND INDEX ETF Fixed income 7.19%
ISHARES TRUST ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF Fixed income 1.90%
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 6.27%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 6.27%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 31.66%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 5.47%
INVESCO CLEANTECH ETF International equity 3.33%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 19.67%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 4.00%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 3.33%

Growth

Holdings Asset type % Allocation
ISHARES ESG CDN AGG BOND INDEX ETF Fixed income 9.91%
ISHARES ESG CDN ST BOND INDEX ETF Fixed income 7.19%
ISHARES TRUST ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF Fixed income 1.90%
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 6.27%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 6.27%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 31.66%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 5.47%
INVESCO CLEANTECH ETF International equity 3.33%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 19.67%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 4.00%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 3.33%
Balanced content here

Great for medium-risk investors

For growth with a moderate level of risk, the Balanced SRI Portfolio may be right. It invests in 60% equity and 40% fixed income. It has the steady cash flow much like the Income SRI Portfolio mixed with the potential gains of the Growth SRI Portfolio. #SRI_MERRangeBalanced#

Balanced SRI Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2018, this portfolio has returned 43.70%
Cumulative returns 1
1 Yr
13.24%
3 Yr
17.77%
5 Yr
37.91%
Calendar returns 2
2019
12.78%
2020
8.36%
2021
11.99%
2022
-9.58%
2023
13%
YTD
5.71%
Compound returns
1 year
13.24%
3 years
5.62%
5 years
6.65%
Dividend yield

2.18%

Asset allocation

Canadian equity
9.40%
U.S. equity
27.85%
International equity
22.75%
Fixed income
39.00%
Cash
1.00%

Balanced

Holdings Asset type % Allocation
ISHARES ESG CDN AGG BOND INDEX ETF Fixed income 20.35%
ISHARES ESG CDN ST BOND INDEX ETF Fixed income 14.75%
ISHARES TRUST ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF Fixed income 3.90%
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 4.70%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 4.70%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 23.75%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 4.10%
INVESCO CLEANTECH ETF International equity 2.50%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 14.75%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 3.00%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 2.50%

Balanced

Holdings Asset type % Allocation
ISHARES ESG CDN AGG BOND INDEX ETF Fixed income 20.35%
ISHARES ESG CDN ST BOND INDEX ETF Fixed income 14.75%
ISHARES TRUST ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF Fixed income 3.90%
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 4.70%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 4.70%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 23.75%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 4.10%
INVESCO CLEANTECH ETF International equity 2.50%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 14.75%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 3.00%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 2.50%
Income content here

Great for medium to low-risk investors

For a steady stream of income, the Income SRI Portfolio may be right. It invests in 60% in fixed income and 40% in equity. It typically offers more consistent returns than the Balanced SRI Portfolio. #SRI_MERRangeIncome#

Income SRI Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2018, this portfolio has returned 31.22%
Cumulative returns 1
1 Yr
9.81%
3 Yr
11.92%
5 Yr
26.61%
Calendar returns 2
2019
9.46%
2020
7.31%
2021
7.59%
2022
-7.97%
2023
10.5%
YTD
3.85%
Compound returns
1 year
9.82%
3 years
3.84%
5 years
4.85%
Dividend yield

2.46%

Asset allocation

Canadian equity
6.26%
U.S. equity
18.56%
International equity
15.17%
Fixed income
59.00%
Cash
1.01%

Income

Holdings Asset type % Allocation
ISHARES ESG CDN AGG BOND INDEX ETF Fixed income 30.79%
ISHARES ESG CDN ST BOND INDEX ETF Fixed income 22.31%
ISHARES TRUST ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF Fixed income 5.90%
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 3.13%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 3.13%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 15.83%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 2.73%
INVESCO CLEANTECH ETF International equity 1.67%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 9.83%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 2.00%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 1.67%

Income

Holdings Asset type % Allocation
ISHARES ESG CDN AGG BOND INDEX ETF Fixed income 30.79%
ISHARES ESG CDN ST BOND INDEX ETF Fixed income 22.31%
ISHARES TRUST ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF Fixed income 5.90%
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 3.13%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 3.13%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 15.83%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 2.73%
INVESCO CLEANTECH ETF International equity 1.67%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 9.83%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 2.00%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 1.67%
Conservative content here

Great for low-risk investors

For preserving capital, the Conservative Income SRI Portfolio can be right. It invests in 80% fixed income and 20% in equity. It’s our most stable portfolio. #SRI_MERRangeConservative#

Conservative Income SRI Portfolio

Performance

As of March 30, 2024

Since inception in Nov 2018, this portfolio has returned 20.30%
Cumulative returns 1
1 Yr
6.53%
3 Yr
6.24%
5 Yr
16.06%
Calendar returns 2
2019
6.76%
2020
6.24%
2021
3.29%
2022
-6.48%
2023
8.120001%
YTD
2.02%
Compound returns
1 year
6.53%
3 years
2.05%
5 years
3.03%
Dividend yield

2.76%

Asset allocation

Canadian equity
3.14%
U.S. equity
9.29%
International equity
7.58%
Fixed income
79.00%
Cash
0.99%

Conservative

Holdings Asset type % Allocation
ISHARES ESG CDN AGG BOND INDEX ETF Fixed income 41.22%
ISHARES ESG CDN ST BOND INDEX ETF Fixed income 29.88%
ISHARES TRUST ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF Fixed income 7.90%
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 1.57%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 1.57%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 7.92%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 1.37%
INVESCO CLEANTECH ETF International equity 0.83%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 4.92%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 1.00%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 0.83%

Conservative

Holdings Asset type % Allocation
ISHARES ESG CDN AGG BOND INDEX ETF Fixed income 41.22%
ISHARES ESG CDN ST BOND INDEX ETF Fixed income 29.88%
ISHARES TRUST ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF Fixed income 7.90%
ISHARES ESG AWARE MSCI CDA INDEX ETF Canadian equity 1.57%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 1.57%
ISHARES MSCI KLD 400 SOCIAL ETF U.S. equity 7.92%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S. equity 1.37%
INVESCO CLEANTECH ETF International equity 0.83%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 4.92%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 1.00%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF International equity 0.83%

Lower fees for better returns

0.25%

with a balance of
$1,000-$99,999

0.20%

with a balance of
$100,000+

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Get answers to frequently asked questions

The SRI portfolios all use SRI-focused ETFs. This gives you the benefit of diversification and lower fees.

When opening an account and answering questions to match you with a portfolio, you'll have the option to choose an SRI portfolio.

Nope. You'll pay the same management fee as the rest of our portfolios.

For Questwealth SRI portfolios, as there is no universal Socially Responsible Investing ("SRI") methodology, the selection of the underlying securities in the Questwealth SRI portfolios is based on inputs from various industry sources, including Environmental, Social, Governance, and SRI methodologies. Certain portions of the fixed income component of the Questwealth SRI portfolios may not be recognized by these methodologies as exclusively SRI investments.

For all returns presented; management fees, optional charges or income taxes payable by Questwealth clients that would have reduced returns are not taken into account. Dividend yield is the weighted average of dividends from each ETF within the portfolio paid out in the last 12 months, divided by the share price of the portfolio as at #Date#.

1 Cumulative returns show how much your investments have grown or declined – in total – over a multi-year period leading up to the as at date.The inception date for the cumulative returns of our Socially Responsible Investment (SRI) Portfolios is November 2018.

2 Calendar returns show how much your investments have grown or declined – on average – over each calendar year of a multi-year period. Returns are not guaranteed and the values of the underlying ETFs change frequently. Past performance may not be repeated.