Investor suitability

For those who:

  • Are seeking long-term capital growth
  • Want a well-diversified core U.S. equity investment with an environmental, social and governance (ESG) mandate
  • Own, or plan to own, other types of investments to diversify their holdings
  • Are comfortable with medium risk
  • Want exposure to foreign equity securities but wish to minimize exposure to fluctuations in foreign currency relative to the Canadian dollar

Fund overview

The Fund invests in CAD Hedged Units of Invesco S&P 500 ESG Index ETF or directly in securities of companies in order to replicate the S&P 500® Scored & Screened Index, which is a broad-based, market-cap-weighted index that is designed to measure the performance of companies meeting certain environmental, social and governance (ESG) criteria, while maintaining similar overall industry group weights as the S&P 500®.


Fund/ETF Facts (2026-07-31)

Inception date

2021-01-28

CIFSC Category

U.S. Equity

Income distribution

Quarterly

Minimum investment

$500 initial/$0 additional

Growth of $10,000