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Terms and conditions for Canada

Canadian assets in SRI mandates now account for more than $2.1 trillionof assets under management. Consequently, SRI has emerged as a viable investment approach for those Canadians who want to align their investments with their values while ensuring that their money is managed in a way that is in line with their personal values. We offer investors a range of socially responsible investment (SRI) funds that integrate SRI criteria into the investment process.

SRI is an approach that allows investors to align their investments with their values and applies positive or negative screens to include or exclude companies from the investment universe based on ESG criteria, enabling investors to choose investments that are consistent with both their financial goals and personal values.

Positive screening

Using ESG measurements to select specific companies or sectors

Exclusionary screening

Using ESG measurements to exclude specific companies or sectors

Sustainability themed

Building portfolios that only include investments that meet specific ESG criteria

References to RBC GAM include the following affiliates: RBC Global Asset Management Inc. (including Phillips, Hager & North Investment Management), RBC Global Asset Management (U.S.) Inc., RBC Alternative Asset Management Inc., RBC Global Asset Management (UK) Limited and RBC Investment Management (Asia) Limited.

RBC Vision Funds

At RBC Global Asset Management (RBC GAM), RBC Vision Funds are designed to meet the needs of investors who:

  • Believe that social responsibility should be a primary or integrated consideration in making investment decisions and want to invest in companies that have attractive ESG practices and financial characteristics.
  • Want to benefit from the investment expertise of RBC GAM, one of Canada's leading investment managers.
  • Want to invest all, or a portion of, their portfolio in a socially responsible investment solution that aligns their investments with their values.
vision funds exclusions diagram en

Organized into two major parts, principles of the core funds include exclusionary and qualitative screen criteria. 

Exclusionary screening criteria:

  • Alcohol
  • Cannabis
  • Gaming
  • Military weapons
  • Pornographic materials
  • Tobacco

Qualitative screening criteria:

  • Community
  • Corporate governance
  • Employee relations
  • Environmental
  • Human rights
  • Product safety

Disclosure

1https://www.riacanada.ca/responsible-investment/

Please consult your advisor and read the prospectus or Fund Facts document before investing. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers.