Investment Products
In April 2001, Meritas Mutual Funds launched the Social Index® Fund, an RRSP eligible mutual fund that invests in common shares of the 60 companies that comprise the JSI®. The fund's holdings of each company match the sector and industry weights, as well as the relative market capitilizations, of the JSI. Meritas Financial Inc. was incorporated in 1999 as an investment management firm that was designed to focus exclusively on creating and distributing socially responsible investments for individuals and institutional investors. It manages the Meritas Mutual Funds family of socially responsible investments which includes the Meritas Jantzi Social Index Fund. Please see Meritas Mutual Funds for more information.
In May 2007, iShares launched the first Socially responsible Exchange Traded Fund (ETF) in Canada, iShares CDN Jantzi Social Index® Fund (XEN). XEN is designed for socially responsible Canadian investors to help attain diversification in their portfolios. iShares™ funds are a member of the world's most extensive family of Exchange Traded Funds (ETFs), offering over 200 equity and fixed income funds worldwide. In Canada, iShares trade on the Toronto Stock Exchange, delivering a variety of options for your asset allocation needs. To learn more about iShares, visit iShares
