The ACS Sustainable Future Fund aims to provide investors with long-term capital appreciation by investing in a concentrated portfolio of global equities that will benefit from long-term Socially Responsible Investing themes.
Investment Strategy
Actively managed, concentrated portfolio of global equities
All holdings are aligned with three primary Socially Responsible Investing themes:
Energy Transition - as we move to energy sources with lower GHG emissions
Sustainable Cities - as urban areas and infrastructure grow in a sustainable way
Modernizing Human Health – as health outcomes and quality of life improve for society
We focus on businesses that are expected to generate superior risk-adjusted long-term total returns
Inception
September 30, 2022
Management
Portfolio Manager: James Thai, CFA
Investment Fund Manager: Advantage Capital Strategies Group Inc.
The ACS Responsible Beta Canadian Equity Fund aims to provide return and risk-characteristics that are similar to broad-based, large- and mid-cap Canadian equity index while excluding companies on the basis of Socially Responsible Investing principles.
Investment Strategy
Passively managed, rules-based screened with a full-replication holding strategy.
We do not invest in companies materially involved in Fossil Fuels, Weapons, Gambling, Tobacco, Predatory Lending, Cannabis, and Alcohol.
We also avoid companies that engage in controversial business practices.
Inception
February 28, 2022
Management
Portfolio Manager: James Thai, CFA
Investment Fund Manager: Advantage Capital Strategies Group Inc.
The ACS Responsible Beta US Equity Fund aims to provide return and risk-characteristics that are similar to broad-based, large cap US equity index while excluding companies on the basis of Socially Responsible Investing principles.
Investment Strategy
Passively managed, rules-based screened with a full-replication holding strategy.
We do not invest in companies materially involved in Fossil Fuels, Weapons, Gambling, Tobacco, Predatory Lending, Cannabis, and Alcohol.
We also avoid companies that engage in controversial business practices.
Inception
February 28, 2022
Management
Portfolio Manager: James Thai, CFA
Investment Fund Manager: Advantage Capital Strategies Group Inc.
