Our Funds

ACS Sustainable Future Fund
ACS Responsible Beta Canadian Equity Fund
ACS Responsible Beta US Equity Fund
Investment Objective
  • 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
    • Improving 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.
Disclaimer
  • Suitable for accredited investors only in Ontario
Tearsheet
Download PDF
Investment Objective
  • 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.
Disclaimer
  • Suitable for accredited investors only in Ontario
Tearsheet
Download PDF
Investment Objective
  • 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.
Disclaimer
  • Suitable for accredited investors only in Ontario
Tearsheet
Download PDF