Meritas jantzi social index fund series a
The Jantzi Social Index (JSI) was launched in January 2000 in partnership with Dow Jones Indexes. It is a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60 consisting of 50 Canadian companies that pass broad set of ESG criteria. NEI ESG Canadian Enhanced Index Fund (formerly NEI Jantzi Social Index® Fund)--Global Equity A F I O P PF W WF; NEI Emerging Markets Fund--NEI Environmental Leaders Fund--NEI Global Dividend RS Fund--NEI Global Equity Fund--NEI Global Equity RS Fund--NEI Global Value Fund *--NEI International Equity Fund *--NEI International Equity RS Fund He had launched the Jantzi Social Index, an index first followed by Meritas Mutual Funds, a company started by three Mennonite organizations. This was followed by the iShares Jantzi Social Index Exchange-Traded Fund (ETF), XEN. Jantzi Research has since become Sustainalytics, still headed by Michael Jantzi. The results were disappointing. The weighted score of the S&P/TSX 60 is 65.86, while the Jantzi Social Index scored only marginally better at 68.03. Background. The Jantzi Social Index is the only socially responsible index with an investable ETF so that anyone can purchase it in their RRSP, TFSA, etc. As such, it is the de facto benchmark for NEI Jantzi Social Index® Fund (formerly Meritas Jantzi Social Index® Fund) into Series A units or Series P units of the same fund, where eligibility thresholds are met, to allow investors to
Fund November 9, 2005 - - Meritas Jantzi Social Index® Fund March 21, 2001 - - Meritas U.S. Equity Fund March 21, 2001 - - Meritas International Equity Fund March 21, 2001 - - Meritas Income Portfolio March 1, 2011 - - Meritas Income & Growth Portfolio October 1, 2010 - -
Skip to main content. NEI Blog; Login; Contact Us; Français; Responsible Investing. Responsible Investing 101; The NEI Approach Relating to Series A, F and Monthly Income Series (Series T) units, as noted, of: Meritas Money Market Fund1 Meritas Canadian Bond Fund1 Meritas Monthly Dividend and Income Fund1 Meritas Jantzi Social Index® Fund1 OceanRock Canadian Equity Fund1 Meritas U.S. Equity Fund1 OceanRock U.S. Equity Fund1 Nov 14, 2018 · Pursuant to a transaction combining its fund management and fund activities with that of OceanRock Investments, NEI became the manager and trustee of the following funds: NEI Jantzi Social Index Fund (formerly Meritas Jantzi Social Index Fund) NEI U.S. Equity Fund (formerly OceanRock U.S. Equity Fund) Jun 16, 2018 · Ethical’s Canadian Dividend Fund received an 83% social rating and 85% on performance while the Meritas Jantzi Social Index Fund got a 93% social score and 72% on performance. Acuity Funds also fared well in the survey.
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Detailed fund information for Meritas Jantzi Social Index Fund Series A - Fe (CADFUNDS: SRI003.CF) from The Globe and Mail including charting and trades Detailed price information for Nei Jantzi Social Index Fund Series A (CADFUNDS: NWT103.CF) from The Globe and Mail including charting and trades
Meritas Monthly Dividend & Income Fund. -0.74%. 2.14%. 9.44%. -0.74%. 16.64 %. 6.48%. 10.85%. 3.50%. 01-Feb-06. Meritas Jantzi Social Index Fund. -0.39%.
Investable Products. In 2001, Meritas Mutual Funds launched the Social Index Fund, an RRSP eligible mutual fund that invests in common shares of companies that comprise the JSI. The fund’s holdings of each company match the sector and industry weights, as well as the relative market capitalizations, of the JSI. A-HCD-15-Fund, a series of Heron Rock, Endeavor North Fund, LP: AHL Investment Strategies SPC - Class C AHL Alpha CAD Notes: AHL Investment Strategies SPC - Class D Man AHL Diversified 2 CAD Notes: A-HTV-17-Fund, a series of AX-RN-Funds, LLC: AI/ML Innovations Inc. AIC Global Financial Split Corp. AIC Mines Limited: Aim Exploration Inc. AIM A-HCD-15-Fund, a series of Heron Rock, Endeavor North Fund, LP: AHL Investment Strategies SPC - Class C AHL Alpha CAD Notes: AHL Investment Strategies SPC - Class D Man AHL Diversified 2 CAD Notes: A-HTV-17-Fund, a series of AX-RN-Funds, LLC: AIC Global Financial Split Corp. AIC Mines Limited: Aim Exploration Inc. AIM Health Group Inc. AIM4 1 Offering Series A, F and O units. 2 Offering Series A, F and Monthly Income Series (Series T) units. 3 Offering Series A and F units. Meritas® SRI Funds and OceanRock® Mutual May 21, 2013 · The Meritas Jantzi Social Index Fund tracks the same index, This mutual fund is a lot more expensive than its ETF counterpart: the A Series has an MER of 2.23% plus loads,
Jan 08, 2007 · The Jantzi Social Index Fund, one of Meritas' seven funds, is based on the composition of Canadian equity securities within the Jantzi Social Index®. The fund seeks to provide competitive financial returns and positive social returns to their investors. Gary Hawton, Chief Executive Officer of Meritas Mutual Funds, explains that Meritas is committed to investing up to 2% of its mutual fund assets into community development investments. "One benefit of investing in community development
1 Offering Series A, F and O units. 2 Offering Series A, F and Monthly Income Series (Series T) units. 3 Offering Series A and F units. Meritas® SRI Funds and OceanRock® Mutual May 21, 2013 · The Meritas Jantzi Social Index Fund tracks the same index, This mutual fund is a lot more expensive than its ETF counterpart: the A Series has an MER of 2.23% plus loads, Mar 29, 2001 · The five funds — Meritas Money Market, Meritas Canadian Bond, Meritas Jantzi Social Index, Meritas U.S. Equity, and Meritas International Equity Fund — will be distributed through investment advisors, financial planners, banks, trust companies and credit unions across Canada beginning April 2. Skip to main content. NEI Blog; Login; Contact Us; Français; Responsible Investing. Responsible Investing 101; The NEI Approach Relating to Series A, F and Monthly Income Series (Series T) units, as noted, of: Meritas Money Market Fund1 Meritas Canadian Bond Fund1 Meritas Monthly Dividend and Income Fund1 Meritas Jantzi Social Index® Fund1 OceanRock Canadian Equity Fund1 Meritas U.S. Equity Fund1 OceanRock U.S. Equity Fund1
The latest fund information for iShares Jantzi Social Index, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. Fonds indiciel Jantzi SocialMD NEI (auparavant, Fonds indiciel Jantzi SocialMD Meritas) - Série O 3. Autres frais Il se pourrait que vous ayez à payer d’autres frais lorsque vous achèterez, détiendrez, vendrez, échangerez ou convertirez des titres du fonds.