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勛圖厙’s investments are managed by investment managers in pooled funds and limited partnerships.
Many of 勛圖厙’s investment managers have publicly available policies on environmental, social and governance (ESG) factors, and they must report on the topic each year to 勛圖厙’s Investment Oversight Sub-committee.
All of 勛圖厙’s investment managers except one are signatories to the UN PRI (United Nations‐supported Principles for Responsible Investment). The one that is not a signatory invests solely in private mortgages within Canada and the U.S.
The table below links investment managers to their UNPRI signatory profiles.
|
Investment Type |
Investment Manager / Fund Name |
Endowments and Other Investments* |
Total |
||
|---|---|---|---|---|---|
|
Canadian Equity |
/ Fiera Canadian Equity Fund – Class A |
162.6 |
16.1 |
7.5 |
186.2 |
|
/ Segregated Fund |
74.0 |
N/A |
N/A |
74.0 |
|
|
/ Manitou Canadian Equity Fund |
N/A |
6.4 |
3.5 |
9.9 |
|
|
Global Equity |
/ NCS Global Fund |
167.3 |
15.8 |
12.9 |
196.0 |
|
/ BP Global Equity Pooled Fund |
165.3 |
18.8 |
N/A |
184.1 |
|
|
Fixed Income: Cash and Equivalents |
Cash |
2.7 |
0.1 |
N/A |
2.8 |
|
/ PH&N Canadian Money Market Fund |
10.2 |
3.2 |
3.4 |
13.4 |
|
|
Fixed Income: Canadian Bonds |
/ PH&N Core Plus Bond Fund |
142.3 |
11.2 | 3.4 |
156.9 |
|
Fixed Income: Mortgages |
/ Addenda Commercial Mortgage Pooled Fund |
N/A |
10.6 |
N/A |
10.6 |
|
/ Romspen Mortgage Investment Fund |
84.1 |
13.9 |
N/A |
98.0 |
|
|
Balanced |
/ Canadian Equity Fund / JF Fossil Fuel Free Canadian Equity Fund |
N/A |
5.7 |
N/A |
5.7 |
|
/ Bond Funds / JF Canadian Equity Fund / JF Global Equity Fund |
N/A |
3.2 |
N/A |
3.2 |
|
|
Alternative Strategies: Real Assets |
/ IFM Global Infrastructure (Canada) LP – Class A |
113.3 | 14.0 |
3.1 |
130.4 |
|
/ CBRE Global Alpha Feeder Fund – Series 3 |
74.6 |
10.4 |
2.0 |
87.0 |
|
|
All Investment Types |
All Funds |
996.4 |
129.4 | 32.4 |
1,158.2 |
*Policies and procedures on endowments and other investments:
In June 2024, 勛圖厙 enhanced its responsible investing practices with the move to disclose, on an annual basis, its investments, where applicable, to the holdings level. Below is a list of investment managers and their investment holdings as of March 31, 2024: