Skip to content
acs funds topbanner

Funds

Advantage Capital Strategies offers both broad public market and concentrated stock selection strategies. All of our funds use sustainable investing as a core input to decision making and seek to generate market returns or better.

ACS Responsible Beta™ Funds

Broad public equity strategies with harmful industry and controversial company exclusions

Excludes fossil fuels, gambling, weapons, alcohol, and tobacco industries, so will outperform when these industries underperform

acs funds icon fossilfuels

Fossil Fuels

acs funds icon gambling

Gambling

acs funds icon weapons

Weapons

acs funds icon alcohol

Alcohol and Tobacco

ACS Responsible Beta™ Canadian Equity Fund

Canadian geography

$CA fund units

Management fee of 45 bps

Available to accredited investors

Best as part of core equity allocation

ACS Responsible Beta™ Canadian Equity Fund Factsheet

ACS Responsible Beta™ US Equity Fund

US geography

$CA or $US fund units

Management fee of 45 bps

Available to accredited investors

Best as part of core equity allocation

ACS Responsible Beta™ US Equity Fund Factsheet
acs sustainableinvesting icon leaf

The ACS Responsible Beta Funds are a sustainable alternative to index funds. They aim to replicate or improve on the return and risk characteristics of an equity market index. This is accomplished by avoiding companies that offer harmful products or services and companies that have engaged in controversial business practices.

acs sustainableinvesting icon leaf

Industries screened out include oil and gas (downstream, midstream, and upstream), thermal coal, natural gas, tobacco, weapons, gambling, alcohol and cannabis.

acs sustainableinvesting icon leaf

Controversial business practices screened out include severe impact on biodiversity, indigenous rights, business fraud and supply chain forced labour.

acs sustainableinvesting icon leaf

Our in-house research process identifies harmful industries, and then examines each individual company to measure the amount of revenue generated from these industries. If a certain threshold is exceeded, this company is excluded from the funds. All other index constituents are held in the fund at a proportional weight. We make it a priority to stay in front of emerging sustainability issues and will screen out industries and sub-industries before other fund managers.

acs sustainableinvesting icon leaf

We believe that as these industries shrink, lose share to sustainable alternatives, or face lower profits due to pricing in of externalities, they will underperform our remaining non-harmful holdings.

ACS Sustainable Future Fund

Concentrated public equity strategy using fundamental company analysis to invest in sustainable themes:

acs funds icon energy

Energy Transition

acs funds icon sustainable

Sustainable Cities

acs funds icon health

Health and Wellbeing

ACS Sustainable Future Fund

Global developed geography

$CA fund units

Management fee of 75 bps

Available to accredited investors

Best as part of active/alpha generating equity allocation

ACS Sustainable Future Fund Factsheet
acs sustainableinvesting icon leaf

The ACS Sustainable Future Fund is a concentrated active strategy that aims to generate long term capital appreciation by investing in three sustainable themes: Energy Transition, Sustainable Cities, and Health and Wellbeing. These themes are based on well-established secular trends which should persist over multiple decades.

acs sustainableinvesting icon leaf

We believe that businesses supporting these themes will generate above market returns, and seek to invest in the ones with the best return potential by using an in-depth fundamental research process.

acs sustainableinvesting icon leaf

Our focus is on high quality companies with a strong track record of free cash flow generation, clean balance sheets, and above market growth prospects. We also use a rigorous risk management process to avoid investing in companies with high business or ESG risks.