25% EQUITY | 75% FIXED INCOME
This complete investment solution suits clients seeking safety and income with a hedge against inflation. We actively manage this diversified portfolio by picking attractive securities and managing risk with asset mix adjustments. The investments have a strong sustainability alignment. The strategy makes sense for clients with at least 2 years to invest and tolerance for temporary drawdowns of about 2-3% in a typical poor year.
Treasury Bills
Short corp
Canada, provincial, and municipal government bonds
Canadian investment grade corporate bonds only from Fossil Free issuers
Canadian and global stocks with lower risk and higher dividend yields
Canadian and global stocks actively chosen for superior value, momentum, and quality
Top 30 leading global impact stocks, making a real difference
LOWER RISK
HIGHER RISK
45% EQUITY | 55% FIXED INCOME
This complete investment solution suits clients seeking a balance of income and growth. We actively manage this diversified portfolio by picking attractive securities and managing risk with asset mix adjustments. The investments have a strong sustainability alignment. The strategy makes sense for clients with at least 5 years to invest and tolerance for temporary drawdowns of about 5-6% in a typical poor year.
Treasury Bills
Short corp
Canada, provincial, and municipal government bonds
Canadian investment grade corporate bonds only from Fossil Free issuers
Canadian and global stocks with lower risk and higher dividend yields
Canadian and global stocks actively chosen for superior value, momentum, and quality
Top 30 leading global impact stocks, making a real difference
LOWER RISK
HIGHER RISK
60% EQUITY | 40% FIXED INCOME
This complete investment solution suits clients seeking a balanced approach with an emphasis on growth. We actively manage this diversified portfolio by picking attractive securities and managing risk with asset mix adjustments. The investments have a strong sustainability alignment. The strategy makes sense for clients with at least 8 years to invest and tolerance for temporary drawdowns of about 7-8% in a typical poor year.
Treasury Bills
Short corp
Canada, provincial, and municipal government bonds
Canadian investment grade corporate bonds only from Fossil Free issuers
Canadian and global stocks with lower risk and higher dividend yields
Canadian and global stocks actively chosen for superior value, momentum, and quality
Top 30 leading global impact stocks, making a real difference
LOWER RISK
HIGHER RISK
75% EQUITY | 25% FIXED INCOME
This complete investment solution suits clients seeking an emphasis on growth. We actively manage this diversified portfolio by picking attractive securities and managing risk with asset mix adjustments. The investments have a strong sustainability alignment. The strategy makes sense for clients with at least 10 years to invest and tolerance for temporary drawdowns of about 9-10% in a typical poor year.
Treasury Bills
Short corp
Canadian and Provincial Government Bonds
Canadian investment grade corporate bonds only from Fossil Free issuers
Canadian and global stocks with lower risk and higher dividend yields
Canadian and global stocks actively chosen for superior value, momentum, and quality
Top 30 leading global impact stocks, making a real difference
LOWER RISK
HIGHER RISK
It’s time to align your investments with your values
You care about the environment.
But are you contributing to climate change?
For 7 years Genus has been offering a way to divest and go fossil free. Since 2014, our Fossil Free Impact Equity Fund invests in businesses that are leading innovation in a sustainable economy.