Fossil Free Portfolios

Genus Fossil Free Conservative Portfolio

20% EQUITY | 80% FIXED INCOME

This complete investment solution is designed for clients seeking safety and income with a hedge against inflation. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 2 years to invest, and targets average annual returns of 2% net of fees and expenses.

FOSSIL FREE DIVIDEND EQUITY0%
Low Risk / High Yield Canadian & Global Stocks
FOSSIL FREE CANGLOBE EQUITY0%
Core Canadian, U.S., and Global Stocks
FOSSIL FREE HIGH IMPACT EQUITY0%
Leading Global Impact Stocks
FOSSIL FREE CORPORATE BOND0%
Fossil Free Canadian Corporate Bonds
GOVERNMENT OF CANADA BONDS0%
Canadian and Provincial Government Bonds
0%
LOWER RISK
HIGHER RISK

Genus Fossil Free Income Portfolio

35% EQUITY | 65% FIXED INCOME

This complete investment solution is designed for clients seeking an emphasis on income with potential returns above inflation. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 4 years to invest, and targets average annual returns of 3% net of fees and expenses.

FOSSIL FREE DIVIDEND EQUITY0%
Low Risk / High Yield Canadian & Global Stocks
FOSSIL FREE CANGLOBE EQUITY0%
Core Canadian, U.S., and Global Stocks
FOSSIL FREE HIGH IMPACT EQUITY0%
Leading Global Impact Stocks
FOSSIL FREE CORPORATE BOND0%
Fossil Free Canadian Corporate Bonds
GOVERNMENT OF CANADA BONDS0%
Canadian and Provincial Government Bonds
0%
LOWER RISK
HIGHER RISK

Genus Fossil Free Conservative Balanced Portfolio

50% EQUITY | 50% FIXED INCOME

This complete investment solution is designed for clients seeking a neutral balance of income and growth. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 6 years to invest, and targets average annual returns of 4% net of fees and expenses.

FOSSIL FREE DIVIDEND EQUITY0%
Low Risk / High Yield Canadian & Global Stocks
FOSSIL FREE CANGLOBE EQUITY0%
Core Canadian, U.S., and Global Stocks
FOSSIL FREE HIGH IMPACT EQUITY0%
Leading Global Impact Stocks
FOSSIL FREE CORPORATE BOND0%
Fossil Free Canadian Corporate Bonds
GOVERNMENT OF CANADA BONDS0%
Canadian and Provincial Government Bonds
0%
LOWER RISK
HIGHER RISK

Genus Fossil Free Balanced Portfolio

60% EQUITY | 40% FIXED INCOME

This complete investment solution is designed for clients seeking a balanced approach with an emphasis on growth. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 8 years to invest, and targets average annual returns of 5% net of fees and expenses.

FOSSIL FREE DIVIDEND EQUITY0%
Low Risk / High Yield Canadian & Global Stocks
FOSSIL FREE CANGLOBE EQUITY0%
Core Canadian, U.S., and Global Stocks
FOSSIL FREE HIGH IMPACT EQUITY0%
Leading Global Impact Stocks
FOSSIL FREE CORPORATE BOND0%
Fossil Free Canadian Corporate Bonds
GOVERNMENT OF CANADA BONDS0%
Canadian and Provincial Government Bonds
0%
LOWER RISK
HIGHER RISK

Genus Fossil Free Growth Portfolio

70% EQUITY | 30% FIXED INCOME

This complete investment solution is designed for clients seeking growth of capital with moderate risk. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 10 years to invest, and targets average annual returns of 6% net of fees and expenses.

FOSSIL FREE DIVIDEND EQUITY0%
Low Risk / High Yield Canadian & Global Stocks
FOSSIL FREE CANGLOBE EQUITY0%
Core Canadian, U.S., and Global Stocks
FOSSIL FREE HIGH IMPACT EQUITY0%
Leading Global Impact Stocks
FOSSIL FREE CORPORATE BOND0%
Fossil Free Canadian Corporate Bonds
GOVERNMENT OF CANADA BONDS0%
Canadian and Provincial Government Bonds
0%
LOWER RISK
HIGHER RISK

Genus Fossil Free Aggressive Growth Portfolio

90% EQUITY | 10% FIXED INCOME

This complete investment solution is designed for clients who want higher growth and are comfortable with the risk of a predominantly stock portfolio. This diversified strategy aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The portfolio is suitable for clients with at least 12 years to invest, and targets average annual returns of 7% net of fees and expenses.

FOSSIL FREE DIVIDEND EQUITY0%
Low Risk / High Yield Canadian & Global Stocks
FOSSIL FREE CANGLOBE EQUITY0%
Core Canadian, U.S., and Global Stocks
FOSSIL FREE HIGH IMPACT EQUITY0%
Leading Global Impact Stocks
FOSSIL FREE CORPORATE BOND0%
Fossil Free Canadian Corporate Bonds
GOVERNMENT OF CANADA BONDS0%
Canadian and Provincial Government Bonds
0%
LOWER RISK
HIGHER RISK
Genus Fossil Free Conservative

This complete investment solution is designed for clients seeking safety and income with a hedge against inflation. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 2 years to invest, and targets average annual returns of 2% net of fees and expenses.

Genus Fossil Free Income

This complete investment solution is designed for clients seeking an emphasis on income with potential returns above inflation. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 4 years to invest, and targets average annual returns of 3% net of fees and expenses.

Genus Fossil Free Conservative Balanced

This complete investment solution is designed for clients seeking a neutral balance of income and growth. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 6 years to invest, and targets average annual returns of 4% net of fees and expenses.

Genus Fossil Free Balanced

This complete investment solution is designed for clients seeking a balanced approach with an emphasis on growth. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 8 years to invest, and targets average annual returns of 5% net of fees and expenses.

Genus Fossil Free Growth

This complete investment solution is designed for clients seeking growth of capital with moderate risk. This diversified portfolio aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The strategy is suitable for clients with at least 10 years to invest, and targets average annual returns of 6% net of fees and expenses.

Genus Fossil Free Aggressive

This complete investment solution is designed for clients who want higher growth and are comfortable with the risk of a predominantly stock portfolio. This diversified strategy aims to outperform stock and bond benchmarks while offering strong sustainability alignment. The portfolio is suitable for clients with at least 12 years to invest, and targets average annual returns of 7% net of fees and expenses.

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