Investment Objective/Strategy

The Acuity Social Values Global Equity Fund provides long-term capital growth by investing in a globally diversified portfolio of primarily large-sized companies which fit the Fund's concept of social values.

The Portfolio Advisor, Acuity Investment Management Inc., seeks companies with proven management, proprietary/strategic advantages, financial strength, above average sales or earnings growth potential, and favourable valuation levels. Social criteria upon which companies are evaluated include excellence in environmental management, positive labour practices, involvement in promoting human rights in other countries, and the avoidance of nuclear power, weapons, alcohol, tobacco or gambling as major sources of revenue.

Social Research: Calvert Group is a recognized leader in socially responsible investing, offering the largest family of socially responsible mutual funds in the United States. With over US$10 billion in assets, Calvert Group now brings its expertise to Canada for Acuity Social Values Mutual Funds. A pioneer in developing innovative, socially responsible investment strategies since 1982, Calvert Group identifies companies that meet the Fund's social criteria through its Social Research Department.

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