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MD Funds

MD Fossil Fuel Free Equity 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 for an investor looking for a core equity position within a portfolio. The fund seeks to provide long-term capital appreciation and is suited to an investor willing to accept a medium level of investment risk.

See Fund Performance to see how this Portfolio is performing.

INVESTMENT objective

To provide long-term capital appreciation by investing primarily in a diversified portfolio of equity securities from all over the world that can be considered fossil-fuel-free. The fund will also seek to invest in companies that provide solutions to the problems caused by fossil fuel use.

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 fund that is suitable as a core global investment within a well diversified portfolio.
  • Are seeking a fund that invests primarily in global stocks with fundamental value characteristics.
  • Have an investment time horizon of over ten years.

Documents / Resources

financial statements

management report of fund performance

quarterly portfolio disclosure

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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.

View fund performance

Our fees
are no mystery

Our reporting goes beyond regulatory requirements to provide you with a complete picture of how your fees are used to pay for management expenses, operating costs and taxes.

Learn more about our fees
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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.