The Acuity Social Values Canadian Equity Fund provides long-term capital growth by investing in a diversified portfolio of primarily large-sized Canadian companies which fit the Fund’s concept of social values.
The Portfolio Advisor, Acuity Investment Management Inc., seeks companies with proven management, proprietary/strategic advantages, financial strength, above average sales or earnings growth potential, and and favourable valuation levels. Social criterial upon which companies are evaluated include excellence in environmental management, positive labour practices, involvement in promoting human rights in other countries, and the avoidance of nuclear power, weapons, alcohol or tobacco as major sources of revenue.
Social Research: Michael Jantzi Research Associates Inc. (MJRA) monitors and reports on the environmental, labour and social performance of Canadian corporations. Founded in 1992 by one of Canada’s leading social investment authorities, MJRA provides a full range of social investment research, which Acuity then utilizes in making investment decisions for the Acuity Social Values Canadian Equity Fund. MJRA’s Canadian Social Social Investment Database™, the first such database in Canada, contains social and environmental profiles of over 400 publicly traded Canadian companies.
| Inception Date: | September 29, 2000 |
| Size (in millions): | $53.2 |
| RSP/RIF Eligibility: | 100% Eligible |
| RESP Eligibility: | Yes |
| Minimum Initial Investment: | $500 |
| Distributions: | /unit/month |
| Performance: | 1 Year: | (2.7)% |
| 3 Years: | 11.9% | |
| 5 Years: | 16.3% | |
| 10 Years: | N/A |
Top Holdings
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Top Equity Holdings
–>Research In Motion Ltd.
Canadian Natural Resources Ltd.
Suncor Energy Inc.
Petro-Canada
Potash Corp. of Saskatchewan
Manulife Financial Corp.
Petrobank Energy and Resources Ltd.
Sierra Wireless Inc.
Pan Orient Energy Corp.
Centamin Egypt Ltd.
Mag Silver Corp.
Bank of Nova Scotia
Royal Bank of Canada
Crew Energy Inc.
EnCana Corp.
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Top Income Holdings
–>All returns are historical annual compounded rates of return and reflect changes in unit value and distributions reinvested. They do not take into account sales charges or administrative fees, payable by unitholders, which would have reduced returns. Past performance does not guarantee future results. Your unit value and investment return will fluctuate. Important information about any mutual fund is contained in its simplified prospectus which should be read carefully before investing. Copies of Acuity Funds Ltd.’s prospectus are available from your investment advisor or Acuity Funds Ltd.
Filed under: funds, sri | Tagged: acuity, equity, social values
