This Portfolio focuses on providing long-term capital appreciation. The Portfolio invests in both Canadian, foreign equity and fixed income securities and / or in units of mutual funds which themselves invest in Canadian, foreign equity and fixed income securities. The Portfolio follows a socially responsible approach to investing. If you have a moderate risk tolerance thereby accepting that the portfolio may fluctuate appreciably from time to time, this portfolio is for you.
Characteristics
No purchase, redemption or switching fees
Minimum investment: $1,000 or $25 per month (periodic investments)
Eligible for RRSPs, TFAs, RRIFs, LIRAs and LIFs, as well as non-registered accounts
Since the SocieTerra Portfolios are partly made of a selection of Ethical funds, you will be directed to the Ethical Funds web site when clicking on
the links.
