Genus Fossil Free Income Portfolio

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 BILLS0%
Treasury Bills
SHORT CORP0%
Short corp
GOVERNMENT BONDS0%
Canada, provincial, and municipal government bonds
FOSSIL FREE CORPORATE BOND0%
Canadian investment grade corporate bonds only from Fossil Free issuers
FOSSIL FREE DIVIDEND EQUITY0%
Canadian and global stocks with lower risk and higher dividend yields
FOSSIL FREE CANGLOBE EQUITY0%
Canadian and global stocks actively chosen for superior value, momentum, and quality
FOSSIL FREE HIGH IMPACT EQUITY0%
Top 30 leading global impact stocks, making a real difference
0%
LOWER RISK
HIGHER RISK

Genus Fossil Free Stability Portfolio

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 BILLS0%
Treasury Bills
SHORT CORP0%
Short corp
GOVERNMENT BONDS0%
Canada, provincial, and municipal government bonds
FOSSIL FREE CORPORATE BOND0%
Canadian investment grade corporate bonds only from Fossil Free issuers
FOSSIL FREE DIVIDEND EQUITY0%
Canadian and global stocks with lower risk and higher dividend yields
FOSSIL FREE CANGLOBE EQUITY0%
Canadian and global stocks actively chosen for superior value, momentum, and quality
FOSSIL FREE HIGH IMPACT EQUITY0%
Top 30 leading global impact stocks, making a real difference
0%
LOWER RISK
HIGHER RISK

Genus Fossil Free Balanced Portfolio

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 BILLS0%
Treasury Bills
SHORT CORP0%
Short corp
GOVERNMENT BONDS0%
Canada, provincial, and municipal government bonds
FOSSIL FREE CORPORATE BOND0%
Canadian investment grade corporate bonds only from Fossil Free issuers
FOSSIL FREE DIVIDEND EQUITY0%
Canadian and global stocks with lower risk and higher dividend yields
FOSSIL FREE CANGLOBE EQUITY0%
Canadian and global stocks actively chosen for superior value, momentum, and quality
FOSSIL FREE HIGH IMPACT EQUITY0%
Top 30 leading global impact stocks, making a real difference
0%
LOWER RISK
HIGHER RISK

Genus Fossil Free Growth Portfolio

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 BILLS0%
Treasury Bills
SHORT CORP0%
Short corp
GOVERNMENT BONDS0%
Canadian and Provincial Government Bonds
FOSSIL FREE CORPORATE BOND0%
Canadian investment grade corporate bonds only from Fossil Free issuers
FOSSIL FREE DIVIDEND EQUITY0%
Canadian and global stocks with lower risk and higher dividend yields
FOSSIL FREE CANGLOBE EQUITY0%
Canadian and global stocks actively chosen for superior value, momentum, and quality
FOSSIL FREE HIGH IMPACT EQUITY0%
Top 30 leading global impact stocks, making a real difference
0%
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 9 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.

If you are ready to go fossil free,
let’s talk!