GreenWise Portfolios

GreenWise portfolios:

Help build a better future by maximizing the impact of every dollar invested. Be part of the solution!

The Responsible Investor's Guide
Top Holdings
Codes & Fees
Responsible Investment Policy

Why GreenWise?

Invest aligned with your values.

Make a difference for
future generations.

Invest without compromising your returns, society, or the environment.

1. Fixed Income—RGP Impact Fixed Income Portfolio

Example of project the fund helps support:

3. Equity—Thematic/Impact Investment

• The Sustainable Development Goals or Global Goals are a collection of 17 interlinked global goals designed to be a “shared blueprint for peace and prosperity for people and the planet, now and into the future.”
• The SDGs were set up in 2015 by the United Nations General Assembly and are intended to be achieved by 2030.

Source

Forward-Looking Statements

*THE GREENWISE BALANCED PORTFOLIO VS TRADITIONAL INVESTMENT shows the portfolio’s exposure to sensitive industries, comparing it to the MSCI index that represents the industry in question. The data are from Morningstar.

*Positive and harmful sectors are groupings of industries and sub-industries created by RGP Investments based on their positive or harmful Morningstar ranking. The presence of each industry and sub-industry in the portfolio analyzed is calculated by comparing their exposure to that of all the securities and investment funds in the Morningstar database. The traditional investment result is drawn from MSCI World Index data.

Legal notes:
This document may contain forward-looking statements about future performance, strategies or prospects, and possible future actions. The words “may”, “could”, “should”, “would”, “suspect”, “outlook”, “believe”, “plan”, “anticipate”, “estimate”, “expect”, “intend”, “forecast”, “objective” and similar expressions are intended to identify forward-looking statements. Forward-looking statements are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties with respect to general economic factors, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. We caution you not to place undue reliance on these statements as a number of important factors could cause actual events or results to differ materially from those expressed or implied in any forward-looking statement. These factors include, but are not limited to, general economic, political and market factors in Canada, the United States and internationally, interest and foreign exchange rates, global equity and capital markets, business competition, technological changes, changes in laws and regulations, judicial or regulatory judgments, legal proceedings and catastrophic events. The above list of important factors that may affect future results is not exhaustive. Before making any investment decisions, we encourage you to consider these and other factors carefully.

The GreenWise Portfolios are managed by RGP Investments. Please read a fund’s prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. Investors will pay management fees and expenses, may pay commissions or trailing commission. Investors may experience a gain or loss.