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).

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 portfolio can be right. This portfolio invests in 100% equity. While it will fluctuate with the market, it typically offers the highest potential returns. The MER of this portfolio ranges from 0.16% to 0.23%.

Aggressive Growth Portfolio

Performance

As of December 29, 2019

Calendar returns
2019
19.17%
YTD
19.17%
Compound returns
1 Yr
19.17%
3 Yr
-
5 Yr
-
Dividend Yield

1.83%

Asset allocation
Equity
98%
Fixed income
0%
Cash
2%

Aggressive

Holdings Asset type % Allocation
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 14.0%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 57.0%
INVESCO CLEANTECH ETF International equity 27.0%

Aggressive

Holdings Asset type % Allocation
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 33.1%
ISHARES MSCI KLD 400 SOCIAL ETF U.S equity 21.3%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S equity 4.1%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 4.1%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 7.3%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 24.1%
INVESCO CLEANTECH ETF International equity 4.1%
Growth content here

Great for medium to high-risk investors

For better than average asset growth, the Growth Portfolio can be right. It invests in approximately 80% equity and 20% fixed income. It typically has less risk than the Aggressive Portfolio. The MER of this portfolio ranges from 0.16% to 0.24%.

Growth Portfolio

Performance

As of December 29, 2019

Calendar returns
2019
16.07%
YTD
16.07%
Compound returns
1 Yr
16.07%
3 Yr
-
5 Yr
-
Dividend Yield

1.82%

Asset allocation
Equity
80%
Fixed income
18%
Cash
2%

Growth

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 1.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 16.2%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 11.4%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 46.6%
INVESCO CLEANTECH ETF International equity 22.0%

Growth

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 1.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 16.2%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 27.0%
ISHARES MSCI KLD 400 SOCIAL ETF U.S equity 17.4%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S equity 3.3%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 3.3%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 5.9%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 19.7%
INVESCO CLEANTECH ETF International equity 3.3%
Balanced content here

Great for medium-risk investors

For growth with a moderate level of risk, the Balanced Portfolio may be right. It invests in 60% equity and 40% fixed income. It has the steady cash flow much like the Income Portfolio mixed with the potential gains of the Growth Portfolio. The MER of this portfolio ranges from 0.16% to 0.22%.

Balanced Portfolio

Performance

As of December 29, 2019

Calendar returns
2019
12.78%
YTD
12.78%
Compound returns
1 Yr
12.78%
3 Yr
-
5 Yr
-
Dividend Yield

1.96%

Asset allocation
Equity
60%
Fixed income
38%
Cash
2%

Balanced

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 3.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 34.2%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 8.6%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 34.9%
INVESCO CLEANTECH ETF International equity 16.5%

Balanced

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 3.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 34.2%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 20.3%
ISHARES MSCI KLD 400 SOCIAL ETF U.S equity 13.0%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S equity 2.5%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 2.5%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 4.4%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 14.8%
INVESCO CLEANTECH ETF International equity 2.5%
Income content here

Great for medium to low-risk investors

For a steady stream of income, the Income Portfolio may be right. It invests in 60% in fixed income and 40% in equity. It typically offers more consistent returns than the Balanced Portfolio. The MER of this portfolio ranges from 0.16% to 0.21%.

Income Portfolio

Performance

As of December 29, 2019

Calendar returns
2019
9.46%
YTD
9.46%
Compound returns
1 Yr
9.46%
3 Yr
-
5 Yr
-
Dividend Yield

2.11%

Asset allocation
Equity
40%
Fixed income
58%
Cash
2%

Income

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 5.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 52.2%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 5.7%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 23.3%
INVESCO CLEANTECH ETF International equity 11.0%

Income

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 5.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 52.2%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 13.5%
ISHARES MSCI KLD 400 SOCIAL ETF U.S equity 8.7%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S equity 1.7%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 1.7%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 3.0%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 9.8%
INVESCO CLEANTECH ETF International equity 1.7%
Conservative content here

Great for low-risk investors

For preserving capital, the Conservative Income Portfolio can be right. It invests in 80% fixed income and 20% in equity. It’s our most stable portfolio. The MER of this portfolio ranges from 0.17% to 0.19%.

Conservative Income Portfolio

Performance

As of December 29, 2019

Calendar returns
2019
6.76%
YTD
6.76%
Compound returns
1 Yr
6.76%
3 Yr
-
5 Yr
-
Dividend Yield

2.25%

Asset allocation
Equity
20%
Fixed income
78%
Cash
2%

Conservative

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 7.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 70.2%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 2.9%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 11.6%
INVESCO CLEANTECH ETF International equity 5.5%

Conservative

Holdings Asset type % Allocation
ISHARES CORE CANADIAN UNIVERSE BOND INDEX ETF Fixed income 7.8%
ISHARES CORE CANADIAN SHORT TERM BOND INDEX ETF Fixed income 70.2%
ISHARES JANTZI SOCIAL INDEX ETF Canadian equity 6.8%
ISHARES MSCI KLD 400 SOCIAL ETF U.S equity 4.4%
SPDR S&P 500 FOSSIL FUEL RESERVE FREE ETF U.S equity 0.8%
SPDR MSCI ACWI LOW CARBON TARGET ETF International equity 0.8%
ISHARES MSCI EM ESG OPTIMIZED ETF International equity 1.5%
ISHARES MSCI EAFE ESG OPTIMIZED ETF International equity 4.9%
INVESCO CLEANTECH ETF International equity 0.8%

Lower fees for better returns

0.25%

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

0.20%

with a balance of
$100,000+

Start investing confidently

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Get answers to our frequently asked questions

Am I investing in individual SRI stocks or ETFs?

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

How do I get an SRI portfolio?

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

Is there any extra fee to invest in an SRI portfolio?

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

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