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GreenWise Balanced Portfolio

Type of Products & Solutions: Mutual Fund.
Tickers RGP700 & RGP703
Fund Managers Christian Richard, Alexandra Tanguay
Inception Year 2020
Client Type Individual Investor.
Minimum Investment 500
RI Strategy
Shareholder engagement, Positive screening, Negative screening, ESG integration, Thematic investing, Impact investing.
Product Inclusions
  • Women in leadership
  • Cyber security
  • Clean technology
  • Renewable energy
  • Health & wellbeing
  • Water solutions/infrastructure
  • Waste management & pollution control
  • Sustainable food & agriculture
  • Poverty reduction
  • Affordable housing
  • Financial Inclusion
  • Education
Asset Class
Balanced.
Risk Rating
Medium.
Geographic Exposure
Canada, U.S., Global, International, Emerging Markets.