Scotia Low Carbon Funds

A part of Scotia Global Asset Management’s growing suite of Environmental, Social and Governance (ESG) of solutions

Why invest?

Scotia Low Carbon Funds will appeal to investors who are seeking:

Competitive risk-adjusted returns while lowering the carbon intensity of the portfolio relative to the benchmark.

A fund that minimizes the cyclical highs and lows of dedicated energy exposure by excluding energy sector* and non-energy sector investments that are materially exposed to the fossil fuel supply chain.

An actively managed solution that considers ESG factors as part of a disciplined fundamental investment process.

To benefit from the transition to a low-carbon economy by focusing on higher-quality businesses that are less dependent on fossil fuels for their long-term success.

Scotia Low Carbon Funds overview

 Scotia Low Carbon Funds are intended for environmentally-conscious investors seeking a diversified portfolio of high-quality investments with lower carbon intensity than the broader market.

The chart provides an overview of where each of the three types of low carbon funds sit on the growth potential relative to risk spectrum. The Scotia Low Carbon Canadian Fixed Income Fund has the lowest risk profile and lowest growth potential of the three funds. The Scotia Low Carbon Global Balanced Fun sits in the middle for both growth potential and risk. Lastly, the Scotia Low Carbon Global Equity Fund has both the highest risk and highest growth potential of the three funds.

Scotia Low Carbon Canadian Fixed Income Fund

The fund’s objective is to provide regular income and modest capital gains, and is met with a portfolio of investments that, in aggregate, the portfolio advisor assesses to have a lower carbon intensity than that of the broad market. The Fund invests primarily in a diversified portfolio comprised of income producing Canadian securities, either directly and/or indirectly through other investment funds.

Scotia Low Carbon Global Balanced Fund

The fund’s objective is to generate income and long-term capital growth, and is met with a portfolio of investments that, in aggregate, the portfolio advisor assesses to have a lower carbon intensity than that of the broad market. The Fund invests primarily in a combination of global equities and Canadian fixed income securities, either directly and/or indirectly through other investment funds.

Scotia Low Carbon Global Equity Fund

The fund’s objective is to achieve long-term capital growth, and is met with a portfolio of investments that, in aggregate, the portfolio advisor assesses to have a lower carbon intensity than that of the broad market. The Fund invests primarily in a broad range of equity securities from around the world, either directly and/or indirectly through other investment funds.

Sub-advised by

Scotia Low Carbon Funds are sub-advised by Jarislowsky, Fraser Limited (JFL), a Canadian investment management firm whose history and culture are rooted in investment stewardship. This stewardship is expressed through an adherence to investing in higher-quality businesses, fundamental research, a long-term investment horizon, and the advancement of good governance and sustainable investing. JFL is a wholly-owned subsidiary of The Bank of Nova Scotia.

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