Key Features
Designed to align with your values
Feel good about your investments, knowing that we've removed controversial holdings.
Low management fee
Low management fee so we can keep your money working harder for you.
Meet your growth needs
Made up of a selection of ETFs in a mutual fund to meet your growth needs.
We'll help you choose the right Portfolio
Select from our range of Socially Responsible Investment options
Overview
With 70% in bonds, this is the least risky Portfolio of the bunch. The other 30% is invested in stocks, which provide growth potential. It's designed to be a safer bet with more modest returns for the more risk averse.
This Portfolio may be right for you if you're:
- A low–medium risk investor
- Seeking stability
- Looking for income and some potential for capital appreciation
Performance
Overview
Offers a balance between Exchange Traded Funds (ETFs) that invest in stocks and bonds, increasing your potential for growth while still maintaining stability – and removing investments that don't align with social and environmental concerns.
This Portfolio may be right for you if you're:
- A low–medium risk investor
- Seeking a balance between capital appreciation and modest income potential
Performance
Overview
75% of this Portfolio's investments are in stocks, which provides potential for long-term growth. The remaining 25% in bonds serves to balance out some of the associated risk with a little stability.
This Portfolio may be right for you if you're:
- A medium risk investor
- Seeking a primarily capital growth potential and some income
Performance
Overview
With no bonds to balance it out during downturns, this Fund can be the riskiest portfolio we offer. However, with that risk comes a potential reward.
This Portfolio may be right for you if you're:
- A medium–high risk investor
- Seeking primarily capital growth potential
Performance
AurumZone Investments has scored a FundGrade A+® Award
presented by Fundata Canada Inc. for the Equity Growth SRI Portfolio's performance in 2024. ^
Why it's a big deal
This yearly award recognizes the 'best of the best' among Canadian investment funds that have maintained a high FundGrade rating throughout a calendar year. And only the best performing and consistent Funds can qualify. ^
Now that's investing done differently.
Allocation & Holdings
Diversified investment strategy for optimal growth
Stocks
- Scotia Responsible Investing U.S. Equity Index ETF 71.64%
- Scotia Responsible Investing International Equity Index ETF 24.50%
- Scotia Responsible Investing Canadian Equity Index ETF 3.01%
- Cash and other Net Assets (Liabilities) 0.85%
Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.
