Socially Responsible Investing (SRI Mutual Funds)

Now more than ever, our members who have money to invest, insist that it be invested in mutual funds* and term deposits from companies and organizations whose social and environmental beliefs and practices reflect their own. It feels good to invest money, and profit from that investment with a clear conscience. There's no reason you can't invest your money and do good for others, as you do well for yourself. Socially responsible investing (also known ethical investing) helps you make a positive difference and bring about a positive change in the world. When selecting mutual funds to offer our members, Northwest & Ethical Investments (our SRI partner) employs a number of proven SRI investment strategies, including ESG analysis (the process of considering environmental, social and governance factors when selecting investments), shareholder engagement and action, negative screening and community investing. We move ahead with mutual funds we're comfortable with, based on the fund's and the company's strong financial, social and environmental performance. This is far more than a "feel good" initiative; it also pays off for investors. An Australian study* looked at 33,678 companies worldwide and concluded that socially responsible investing yields positive financial returns.

Our financial advisors are able to offer members a heavily-vetted portfolio of socially responsible investment vehicles and products that are in harmony both financially and ethically, together with a deep understanding of the markets. At the end of the day, you'll be able to sleep well knowing that you're doing good with your money and just as importantly, doing no harm.

Other socially responsible investment products include:

The Jubilee Fund  

The Jubilee Fund is an ethical investment fund established to provide loan guarantees to not-for-profit organizations, co-operatives and social enterprises to initiate or complete community based projects that reduce poverty. Its projects typically contribute to community needs and priorities such as daycares, affordable housing and/or small business or worker co-op business opportunities.

Term Deposits  

When you invest your money in a Term Deposit, your money is reinvested right here at home, helping other ACU members in a number of ways. You'll be helping some get ahead in life and buy a family home, start a business that creates local jobs and opportunities, or get a post-secondary education so they can launch new careers. Funds are also used to create affordable housing for Manitobans on low incomes, and for many other initiatives that improve the quality of life for our members and the communities we all love and live in.

To learn more about socially responsible investing, please visit an ACU branch or call to set up an appointment with a Credential Asset Management Inc. or Credential Securities Advisor at ACU.

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated. Credential Qtrade Securities Inc. is  a Member of the Canadian Investor Protection Fund. Credential Asset Management Inc., Credential Securities and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.

®Credential and Credential Securities are registered marks owned by Aviso Wealth Inc. They're used under licence.


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