Fossil Free Portfolios

Our Fossil Free Portfolios

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.

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.

20% Equity | 80% Fixed Income
18%
Fossil Free Dividend Equity

Low Risk / High Yield Canadian & Global Stocks

0%
Fossil Free CanGlobe Equity

Core Canadian, U.S., and Global Stocks

2%
Fossil Free High Impact Equity

Leading Global Impact Stocks

40%
Fossil Free Corporate Bond

Fossil Free Canadian Corporate Bonds

40%
Government of Canada Bonds

Canadian and Provincial Government Bonds

 Lower Risk
Higher Risk

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.

35% Equity | 65% Fixed Income
30%
Fossil Free Dividend Equity

Low Risk / High Yield Canadian & Global Stocks

0%
Fossil Free CanGlobe Equity

Core Canadian, U.S., and Global Stocks

5%
Fossil Free High Impact Equity

Leading Global Impact Stocks

33%
Fossil Free Corporate Bond

Fossil Free Canadian Corporate Bonds

32%
Government of Canada Bonds

Canadian and Provincial Government Bonds

Lower Risk
Higher Risk

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.

50% Equity | 50% Fixed Income
14%
Fossil Free Dividend Equity

Low Risk / High Yield Canadian & Global Stocks

28%
Fossil Free CanGlobe Equity

Core Canadian, U.S., and Global Stocks

8%
Fossil Free High Impact Equity

Leading Global Impact Stocks

25%
Fossil Free Corporate Bond

Fossil Free Canadian Corporate Bonds

25%
Government of Canada Bonds

Canadian and Provincial Government Bonds

Lower Risk
Higher Risk

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.

60% Equity | 40% Fixed Income
16%
Fossil Free Dividend Equity

Low Risk / High Yield Canadian & Global Stocks

34%
Fossil Free CanGlobe Equity

Core Canadian, U.S., and Global Stocks

10%
Fossil Free High Impact Equity

Leading Global Impact Stocks

20%
Fossil Free Corporate Bond

Fossil Free Canadian Corporate Bonds

20%
Government of Canada Bonds

Canadian and Provincial Government Bonds

Lower Risk
Higher Risk

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.

70% Equity | 30% Fixed Income
19%
Fossil Free Dividend Equity

Low Risk / High Yield Canadian & Global Stocks

39%
Fossil Free CanGlobe Equity

Core Canadian, U.S., and Global Stocks

12%
Fossil Free High Impact Equity

Leading Global Impact Stocks

15%
Fossil Free Corporate Bond

Fossil Free Canadian Corporate Bonds

15%
Government of Canada Bonds

Canadian and Provincial Government Bonds

Lower Risk
Higher Risk

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.

90% Equity | 10% Fixed Income
25%
Fossil Free Dividend Equity

Low Risk / High Yield Canadian & Global Stocks

50%
Fossil Free CanGlobe Equity

Core Canadian, U.S., and Global Stocks

15%
Fossil Free High Impact Equity

Leading Global Impact Stocks

5%
Fossil Free Corporate Bond

Fossil Free Canadian Corporate Bonds

5%
Government of Canada Bonds

Canadian and Provincial Government Bonds

Lower Risk
Higher Risk

Ready to go fossil free?

GET STARTED

Ready to go fossil free?

GET STARTED

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Individual investor
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Institutional investor
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