The investment objective of the Moka SRI Fund is to provide long term capital growth by investing in a manner consistent with addressing the world’s major social and environmental challenges such as:
- Climate change
- Gender diversity in the workplace
- Corporate responsibility
- Sustainable development
To achieve this investment objective, the fund will invest primarily in low cost exchange-traded funds (ETFs) and units and/or shares of other investment funds managed by third party managers selected to provide a risk-return profile similar to a well diversified portfolio of Canadian large capitalization equity securities.
The fund may also invest in securities of non-Canadian issuers. These particular investments will generally be no more than 40% of the net assets of the fund and the fund may engage in derivatives transactions to hedge against changes in currency exchange rates. The fund may hold a portion of its assets in cash, government bonds, short-term debt or money market securities while seeking investment opportunities or for defensive purposes in certain market or economic conditions.