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.

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. The MER of this portfolio is 0.24%

Aggressive Growth SRI Portfolio

Performance

As of July 31, 2026

Since inception in Nov 2018, this portfolio has returned 156.84%

Projected value

Cumulative returns

1 Yr	3 Yr	5 Yr
24.13%	70.45%	82.26%

Compound returns

1 year	3 years	5 years
24.13%	19.45%	12.76%

Calendar returns

2019	2020	2021	2022	2023	2024	2025	YTD
19.17%	9.88%	20.81%	-12.62%	17.94%	22.93%	18.71%	13.36%

Dividend yield

1.41%

Asset allocation

99.01%Equity0.99%Fixed income + Cash

Canadian equity: 15.52%
U.S. equity: 55.69%
International equity: 27.80%
Fixed income: 0.50%
Cash: 0.49%

ETF small holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
ISHARES ESG AWARE MSCI CDA INDEX ETF	Canadian equity	7.76%
ISHARES JANTZI SOCIAL INDEX ETF	Canadian equity	7.76%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	8.27%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	47.42%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	3.48%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	19.32%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	5.00%

ETF large holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
ISHARES ESG AWARE MSCI CDA INDEX ETF	Canadian equity	7.76%
ISHARES JANTZI SOCIAL INDEX ETF	Canadian equity	7.76%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	8.27%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	47.42%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	3.48%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	19.32%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	5.00%

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. The MER of this portfolio is 0.22%

Growth SRI Portfolio

Performance

As of July 31, 2026

Since inception in Nov 2018, this portfolio has returned 123.97%

Projected value

Cumulative returns

1 Yr	3 Yr	5 Yr
19.82%	58.63%	66.17%

Compound returns

1 year	3 years	5 years
19.82%	16.63%	10.69%

Calendar returns

2019	2020	2021	2022	2023	2024	2025	YTD
16.07%	9.35%	16.54%	-11.16%	15.49%	19.58%	15.73%	10.97%

Dividend yield

1.79%

Asset allocation

80%Equity20%Fixed income + Cash

Canadian equity: 12.54%
U.S. equity: 45.00%
International equity: 22.46%
Fixed income: 19.50%
Cash: 0.50%

ETF small holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
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%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	6.68%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	38.32%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	2.81%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	15.61%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	4.04%

ETF large holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
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%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	6.68%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	38.32%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	2.81%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	15.61%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	4.04%

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. The MER of this portfolio is 0.22%

Balanced SRI Portfolio

Performance

As of July 31, 2026

Since inception in Nov 2018, this portfolio has returned 93.18%

Projected value

Cumulative returns

1 Yr	3 Yr	5 Yr
15.35%	47.28%	50.91%

Compound returns

1 year	3 years	5 years
15.35%	13.78%	8.58%

Calendar returns

2019	2020	2021	2022	2023	2024	2025	YTD
12.78%	8.36%	11.99%	-9.58%	13%	16.12%	12.81%	8.48%

Dividend yield

2.20%

Asset allocation

60%Equity40%Fixed income + Cash

Canadian equity: 9.40%
U.S. equity: 33.75%
International equity: 16.85%
Fixed income: 39.50%
Cash: 0.50%

ETF small holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
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%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	5.01%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	28.74%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	2.11%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	11.71%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	3.03%

ETF large holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
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%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	5.01%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	28.74%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	2.11%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	11.71%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	3.03%

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. The MER of this portfolio is 0.21%

Income SRI Portfolio

Performance

As of July 31, 2026

Since inception in Nov 2018, this portfolio has returned 65.29%

Projected value

Cumulative returns

1 Yr	3 Yr	5 Yr
10.98%	35.95%	36.19%

Compound returns

1 year	3 years	5 years
10.98%	10.78%	6.37%

Calendar returns

2019	2020	2021	2022	2023	2024	2025	YTD
9.46%	7.31%	7.59%	-7.97%	10.5%	12.64%	9.55%	6.01%

Dividend yield

2.60%

Asset allocation

40%Equity60%Fixed income + Cash

Canadian equity: 6.26%
U.S. equity: 22.50%
International equity: 11.24%
Fixed income: 59.50%
Cash: 0.50%

ETF small holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
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%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	3.34%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	19.16%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	1.41%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	7.81%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	2.02%

ETF large holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
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%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	3.34%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	19.16%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	1.41%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	7.81%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	2.02%

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. The MER of this portfolio ranges is 0.20%

Conservative Income SRI Portfolio

Performance

As of July 31, 2026

Since inception in Nov 2018, this portfolio has returned 41.60%

Projected value

Cumulative returns

1 Yr	3 Yr	5 Yr
6.74%	25.22%	22.46%

Compound returns

1 year	3 years	5 years
6.74%	7.78%	4.14%

Calendar returns

2019	2020	2021	2022	2023	2024	2025	YTD
6.76%	6.24%	3.29%	-6.48%	8.12%	9.3%	6.08%	3.57%

Dividend yield

3.01%

Asset allocation

20%Equity80%Fixed income + Cash

Canadian equity: 3.14%
U.S. equity: 11.25%
International equity: 5.61%
Fixed income: 79.50%
Cash: 0.50%

ETF small holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
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%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	1.67%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	9.58%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	0.70%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	3.90%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	1.01%

ETF large holdings account

Holdings	Asset type	% Allocation
GLOBAL X HIGH INTEREST SAVINGS ETF UNITS A CAD	Fixed income	0.50%
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%
BLACKROCK ASSET MANAGEMENT CA LTD ISHARES NASDAQ 100 INDEX ETF (CAD-HEDGED	U.S. equity	1.67%
STATE STREET SPDR 500 FOSSIL FUEL RESERVES FREE ETF	U.S. equity	9.58%
ISHARES INC MSCI EMERGING MARKETS EX CHINA USD	International equity	0.70%
ISHARES MSCI EAFE ESG OPTIMIZED ETF	International equity	3.90%
SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF	International equity	1.01%

Lower fees for better returns

0.25% with a balance of $250-$99,999

0.20% with a balance of $100,000+

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