(formerly Acuity Clean Environment Balanced Fund)

Investment Objective/Strategy

The Acuity Social Values Balanced Fund provides a prudent balance between long-term capital appreciation and income, utilizing a mix of equities, bonds , and income trusts.

The Portfolio Advisor, Acuity Investment Management Inc., seeks securities which include small-, medium-, and large-sized Canadian companies that fit the Fund's environmental concept of sustainable development, and have proven management, proprietary/strategic advantages, financial strength, above average sales or earnings growth potential, and favourable valuation levels. Fixed income investments are primarily high-quality Canadian, provincial or corporate bonds, and short-term investments.

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