What is the Portfolio’s Investment Objective & Strategy?
- The incorporation of environmental, social, and governance (ESG) factors into the selection and management of investments, with a specific focus on the reduction of carbon intensity (scope 1 and 2 only).
- A dedicated allocation to impact investments such as impact equities and green bonds, which generate an overall net negative carbon footprint.
- Employ asset managers with the highest commitment to Responsible Investing, and that demonstrate leadership in areas such as ESG Integration, Engagement, and Stewardship.
What Asset Classes are Included?
OneVest's Climate Impact Portfolio gives you access to a diversified portfolio of asset classes and investment strategies:
|
Carbon Credits |
A permit that places a price on carbon dioxide or its equivalent in greenhouse gas emissions (CO2e). Carbon credits help companies reduce emissions over time by reducing CO2e allowances each year, as well as allowing the sale of unused credits. One carbon credit offsets one metric ton of CO2e. |
|
ESG Corporate Credit |
A type of fixed income security that typically focuses on corporate bonds and loans with favorable environmental, social and governance (ESG) characteristics that avoid severe controversies. |
|
ESG Global Public Equities |
Stocks that trade on an exchange diversified across regions, sectors, and company size (market capitalization) in both developed and emerging markets that have positive environmental, social, and governance (ESG) characteristics that avoid severe controversies. |
|
ESG Investment Grade Bonds |
Bonds that are typically issued by governments and large corporations with favorable environmental, social and governance (ESG) characteristics that avoid severe controversies. These bonds have high credit ratings and are considered relatively safe investments. |
|
Global Impact Equities |
Exclusively companies whose business models are generally aligned with the UN Sustainable Development Goals, and generate positive, measurable social and environmental impact alongside a financial return. |
|
Green Bonds |
Bonds issued by companies and government entities to specifically fund environmental or climate-related projects that also generate a financial return. To earn its label, green bonds must be certified by the Climate Bonds Initiative (CBI). |
|
Market Neutral |
An investment strategy that seeks to generate consistent positive returns regardless of the direction of the market. |
What are the Target Asset Class Allocations?
The OneVest Climate Impact Portfolio is available in five risk profiles:
|
Very Low Risk |
Low Risk |
Medium Risk |
High Risk |
Very High Risk |
|
|
Carbon Credits |
1% |
2% |
5% |
10% |
15% |
|
ESG Corporate Credit |
9% |
10% |
10% |
15% |
15% |
|
ESG Global Public Equities |
11% |
16% |
25% |
31% |
41% |
|
ESG Investment Grade Bonds |
26% |
22% |
10% |
3% |
0% |
|
Green Bonds |
29% |
25% |
17% |
9% |
0% |
|
Green Real Estate |
0% |
0% |
8% |
10% |
10% |
|
Impact Equities |
3% |
6% |
11% |
14% |
18% |
|
Market Neutral |
20% |
18% |
13% |
7% |
0% |
How has the Portfolio Performed?
|
Quarter-to-date |
Year-to-date |
1 Year |
Since Inception (03/01/2022) |
|
|
Very Low Risk |
2.05% |
-- |
-- |
-3.55% |
|
Low Risk |
2.86% |
-- |
-- |
-3.35% |
|
Medium Risk |
5.08% |
-- |
-- |
-3.06% |
|
High Risk |
7.05% |
-- |
-- |
-2.09% |
|
Very High Risk |
9.07% |
-- |
-- |
-1.49% |
Source: OneVest and Refinitv as of Dec. 31, 2022
Disclaimer
Your capital is at risk with any type of investment. The value of your portfolio with OneVest can increase or decrease. Past performance is no guarantee of future results. Please read our investment risk disclosure for more information.
This data is hypothetical and the performance does not represent actual returns. All data shown is reported in Canadian dollars and reported gross of OneVest’s discretionary management fees, but net of any management expense ratios (MERs) of underlying funds. The interpretation of these results should take into consideration the limitations inherent in the results of the model. Actual client portfolio returns may differ due to fees, rebalancing frequencies, as well as the timing of deposits and withdrawals.
Past performance does not guarantee future results, which may vary. An investment may be risky and may not be suitable for an investor's goals, objectives, and risk tolerance. The value of investments and the income derived from investments will fluctuate and can go down as well as up. A loss of principal may occur. OneVest does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant, or other advisors before making an investment.
Portfolio target allocations are subject to change at the discretion of OneVest’s portfolio managers. Target allocations may differ slightly from what appears in client accounts due to periodic market fluctuations.