ESG Screening and Exclusion
Applying positive or negative screens to include or exclude assets from the investment universe.
There are two categories of RBC Vision Funds.
1. Core funds apply an ESG exclusionary screen to exclude issuers from the investment universe, stemming from a certain principle or set of values. A sample of the high-level themes that may be used to exclude an issuer from investment are provided below. This is not intended to be a full list of exclusion criteria. Please refer to the relevant prospectus for more information.
Adult entertainment
Alcohol
Cannabis
Gambling
Weapons
Tobacco
2. Fossil fuel free funds apply an ESG exclusionary screen in order to exclude issuers involved in extracting, processing, and transporting fossil fuels. A sample of the high-level themes that may be used to exclude an issuer from investment are provided below. This is not intended to be a full list of the exclusion criteria. Please refer to the relevant prospectus for more information.
Oil & Gas
Thermal Coal
RBC Vision Funds
- RBC Vision Fossil Fuel Free Short-Term Bond Fund
- RBC Vision Fossil Fuel Free Bond Fund
- RBC Vision Fossil Fuel Free Balanced Fund
- RBC Vision QUBE Fossil Fuel Free Low Volatility Canadian Equity Fund
- RBC Vision Fossil Fuel Free Global Equity Fund
- RBC Vision Fossil Fuel Free Emerging Markets Equity Fund
RBC Vision Funds: Investment principles
The RBC Vision Funds' investment principles summarize the screening criteria used to assess specific ESG-related characteristics of issuers. Issuers that do not meet the screening criteria may be placed on an exclusion list, which is a list of companies whose securities cannot be held in the RBC Vision Funds.1
1 An RBC Vision Fund may from time to time depart from its exclusion list(s) when RBC GAM has determined that it would be in the best interest of the fund to do so, such as when RBC GAM has identified inaccuracies in the data, or incomplete data due to more recent developments or events, used to produce the exclusion lists.
To learn more about RBC Vision™ Funds, speak to an advisor.