Socially responsible funds

In partnership with Mackenzie Investment, fdp Private Wealth Management offers you three socially responsible funds that are part of its diversified range of mutual funds. You can can therefore take tangible action to help solve environmental and social problems through your investments, while benefiting from long-term capital growth.

Our funds

Each fund seeks to foster sustainable changes in its sector through the implementation of positive solutions.

• The Mackenzie Greenchip global Environmental All Cap Fund invests in clean energy and technology, energy efficiency, sustainable agriculture, transportation and water stocks.
• The Mackenzie Global Women’s Leadership Fund supports change in companies and the advancement of women in leadership roles.
• The Mackenzie Global Sustainability and Impact Balanced Fund invests in companies that strive to integrate ESG factors into their activities so that investors’ portfolios are aligned with their personal values.

How does responsible investment work? What are the main principles?

Responsible investment can take different forms. To learn more about the various major approaches, the strategies used by the Financial and the resulting investment objectives for all of its fund, visit our Responsible Investment from A to Z page. 

In 2018, responsible investment accounted for more than 50% of assets under management in Canada, representing $2.13 trillion and 41.6% growth over a two-year period.

^{Source: 2018 Canadian Responsible Investment Trends Report, Responsible Investment Association (https://www.riacanada.ca/research/2018-canadian-ri-trends-report/)}