MD Fossil Fuel Free Bond Fund™
About this portfolio
The fund is designed to provide an alternative that addresses investors’ environmental concerns by excluding investment in companies involved in extracting, transporting or processing fossil fuels. It is suitable as a core holding for the Canadian fixed-income component of a portfolio, and is suited to an investor willing to accept a low level of investment risk.
See Fund Performance to see how this Portfolio is performing.
INVESTMENT objective
Conservation of principal and income production, with capital appreciation as a secondary consideration. The fund invests in a variety of Government of Canada, provincial, municipal, corporate and asset-backed bonds with medium to long terms to maturity. The fund may also invest in foreign securities. Securities included will fit the generally accepted definition of fossil-fuel-free.
If you’re concerned by the environmental impact of your investments and want to align your portfolio with your values, talk to your MD Advisor about MD Fossil Fuel Free Funds. Together, you can determine whether these funds could be a good fit for your portfolio.
Who is this fund for?
Investors who:
- Are seeking to invest in a fund that aims to be environmentally conscious.
- Are looking for a core holding for the Canadian fixed income component of a portfolio.
- Have an investment time horizon of over three years.
Documents / Resources
Series I
Fund performance and unit values
Up-to-date fund figures are always available, so you can see how our teams of international managers are delivering value and performance on a daily and monthly basis.
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MD Funds Unit Values
Getting started
Put our hand-picked asset managers to work for you. Contact an MD Advisor* to start building a personalized portfolio of MD mutual funds and pooled funds.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. To obtain a copy of the prospectus, please call your MD Advisor, or the MD Trade Centre at 1 800 267-2332. The MD Family of Funds is managed by MD Financial Management Inc.
* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.
The F series funds and pools are only available in MD Plus™ accounts. The MER for the F series funds and pools is in addition to the fees charged under the MD Plus™ Agreement, where a fee based on a percentage of your holdings is charged.