Investment Objective & Strategy
The OneVest Climate Impact portfolio seeks to maximize risk-adjusted returns while creating positive environmental impact. Positive environmental impact is defined by the reduction of Scope 1 and 2 greenhouse gas emissions (CO2e). The Portfolio achieves this objective by employing principles of Responsible Investing (RI):
- 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.
- A dedicated allocation to impact investments such as impact equities and green bonds, which contribute to an overall net negative carbon footprint.
- Partnering with asset managers that demonstrate the highest commitment to Responsible Investing, specially in the areas of ESG Incorporation and Stewardship.
Portfolio Holdings
The OneVest Climate Impact Portfolio is constructed using a diversified set of asset classes and investment strategies:
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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. Portfolio holdings may include: |
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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. Portfolio holdings may include: |
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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. Portfolio holdings may include: |
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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). Portfolio holdings may include: |
Portfolio Allocations (%)
The OneVest Climate Impact Portfolio is available in five risk profiles:
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Very Low Risk |
Low Risk |
Medium Risk |
High Risk |
Very High Risk |
|
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ESG Corporate Credit |
11 | 19 | 14 | 8 | 8 |
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ESG Global Public Equities |
15 | 40 | 60 | 74 | 91 |
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ESG Investment Grade Bonds |
73 | 40 | 25 | 17 | - |
Portfolio Performance (%) - Annualized
Note: performance is shown for illustration purposes only and is not based on actual client results, which may vary. Please see below for additional disclaimers.
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1 Month |
3 Month |
6 Month |
YTD |
1 Year |
2 Year |
3 Year |
Since Inception | |
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Very Low Risk |
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Low Risk |
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Medium Risk |
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High Risk |
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Very High Risk |
Source: OneVest as of February 28, 2025. Portfolio inception date: March 1, 2022.
Disclaimer
This information should not be relied upon as investment advice, research, or a recommendation by OneVest Management Inc. (“OneVest”) regarding (i) the Funds, (ii) the use or suitability of the model portfolios or (iii) any security in particular. 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.
The information on this website is not an offer or solicitation for the purchase or sale of any financial instrument in any jurisdiction, nor is it a commitment by OneVest or any of its affiliates (collectively “OneVest”) to enter into any transaction referenced herein. All information provided by OneVest herein is indicative, is based on certain assumptions and current market conditions and is subject to change without notice. Accordingly, no reliance should be placed on the information herein. In deciding whether to enter into any transaction or strategy referenced herein, the recipient should rely solely on the final documentation, which will contain the definitive terms and conditions relating to any referenced transaction or strategy.
The information has been provided for illustrative purposes only and should not be relied upon by you in evaluating the merits of investing in any securities or strategies mentioned herein. 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.
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.
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.
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.
The price movement of an index-based ETF may not track the underlying index and may result in a loss. ETFs may trade at a price below their net asset value (also known as a discount). All regulated investment companies are obliged to distribute portfolio gains to shareholders.
OneVest Management Inc. is a registered Portfolio Manager in each of the provinces and territories of Canada and as an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec.
Assets in your OneVest accounts are held with various custodians, each registered as an investment dealer with the applicable securities regulators. All custodians are members of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”).
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