- Guardian Capital LP is the Manager and Portfolio Manager of the Sustainable Funds.
- The Morningstar® Sustainability Rating™ is intended to measure how well the issuing companies of the securities within a fund’s portfolio are managing their environmental, social, and governance (“ESG”) risks and opportunities relative to the fund’s Morningstar category peers, and is updated monthly. The Morningstar Sustainability Rating is depicted by globe icons where 5 globes equals High ranking (lowest ESG Risk) and 1 globe equals Low ranking (highest ESG Risk) compared to category peers, based off each fund’s Morningstar® Portfolio Sustainability Score™. A Sustainability Rating is assigned to any fund that has more than half of its underlying assets receiving an ESG Risk Rating from Sustainalytics, and is within a Morningstar Category with at least 10 scored funds; therefore, the rating it is not limited to funds with explicit sustainable or responsible investment mandates. Please refer to http://corporate1.morningstar.com/SustainableInvesting/ for more detailed information about the Morningstar Sustainability Rating and its calculation. Sustainalytics is an ESG and corporate governance research, ratings, and analysis company affiliated with Morningstar, Inc. © 2021 Morningstar®. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar is an independent organization that groups investment funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Ratings and/or ranking information is portfolio-based, not performance-based and is subject to change monthly. They do not reflect a fund’s performance on either an absolute or risk-adjusted basis, nor are they a qualitative Morningstar evaluation of a fund’s merits. They should not be the sole basis for an investment decision.
- Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the successor to its original investment management business, which was founded in 1962.
Please read the prospectus before investing. Important information about the Sustainable Funds is contained in its prospectus. Contact your Coast Capital advisor or visit the Sustainable Funds’ website at: www.guardiancapital.com/investmentsolutions or www.sedar.com to obtain a copy of the Fund's prospectus and Fund Facts. Commissions, trailing commissions, management fees and expenses all may be associated with investments in mutual funds. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. The Sustainable Funds described on this webpage are sponsored by Guardian Capital LP and are only qualified for sale in Canada. This communication is for informational purposes only and does not constitute investment or financial advice or a recommendation to buy, sell or hold a security, and shall under no circumstances be considered an offer or solicitation to deal in any product or service mentioned herein.
Responsible investing may incorporate considerations beyond traditional financial information into the investment selection process. This could result in investment performance deviating from other products with comparable objectives or broad market benchmarks. Please review the Fund’s prospectus for details on how the Fund’s investment strategy incorporates responsible investing considerations and the associated risks, and consult your financial professional prior to investing. Guardian Capital LP is a signatory of the UN-supported Principles for Responsible Investment (UN PRI), and our Responsible Investing policies are publicly available on our website at: https://www.guardiancapital.com/investmentsolutions/responsible-investing/
Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products, and its affiliate, Coast Capital Wealth Management Ltd., provides investment and financial planning services (collectively “Coast Capital”). Worldsource Financial Management Inc. (“Worldsource”) provides advice and service relating to the Sustainable Funds and is a Principal Distributor of the funds. Certain advisors employed by Coast Capital are also registered as dealing representatives of Worldsource and act as agent in the distribution of mutual funds securities. Worldsource pays commissions generated from the sale of the Sustainable Funds to Coast Capital, which in turn pays compensation to the applicable advisor. Guardian Capital LP (“GCLP”) is the Manager and Portfolio Manager of the Sustainable Funds, and has entered into a corporate strategic alliance agreement with Coast Capital, pursuant to which Coast Capital may receive payments directly from GCLP. GCLP and Worldsource are affiliates as each are subsidiaries of Guardian Capital Group Limited (“GCGL”), a publicly traded firm, the shares of which are listed on the Toronto Stock Exchange. For further information on GCGL and its subsidiaries and affiliates, please visit www.guardiancapital.com
This material is sponsored in part by Guardian Capital LP. Date Published: January 7, 2022
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