Suns Group Sustainable Fund Sets New Investing Criteria
Fund Managers To Focus Portfolio More Heavily Toward Companies Involved In
OTTAWA, Ontario, March 6, 2013
OTTAWA, Ontario, March 6, 2013 /PRNewswire/ --Suns Group, managers of the
Suns Sustainable Fund, today announced a revised set of criteria directing
their investment decisions. In future, the fund's portfolio will be more
heavily weighted toward companies involved in renewable energy such as wind
In existence since 2007, the open-ended mutual fund currently holds assets
totaling just under $250 million. It invests solely in companies demonstrating
a commitment to socially responsible goals such as improving the environment
and investing in communities.
"We are pleased that our investment strategy continues to deliver superior
results, while at the same time reflecting the socially responsible values of
our investors," says fund manager Jemmy Oscar. "Socially conscious investing
presents additional challenges. And yet our results to date do speak for
At the end of the latest business quarter Suns Sustainable Fund reported
investments in over 100 publically traded companies including Scottish and
Southern Energy Ltd., Johnson & Johnson, Inc., Johnson Matthey PLC and
In 2012 Suns Sustainable Fund shares outperformed S&P equity and bond fund
benchmarks. During the 12-month period the fund outpaced the broader equity
market by 47.34 percent, and the bond market by 72.87 percent. The fund has
outpaced the Standard & Poor's stock average for ten consecutive business
"By choosing to focus more narrowly on the renewable energy sector investors
are signaling their concern that the world simply cannot afford to wait much
longer for innovative green energy solutions," notes Oscar.
About Suns Group
Suns Group specializes in developing diversified portfolios that control risk
yet ensure maximum growth potential. Its skilled investment advisors work with
individuals, families, large corporations and government agencies to develop
specially tailored strategies that can capitalize on a wealth of investment
Quality research that is recognized industry-wide, plus proven abilities in
market analysis, trend identification, risk management and in-depth
diversification have enabled Suns Group to deliver superior returns for over a
decade. Even in the most uncertain of economic times.
Uniquely, compensation for the Group's fund managers is based solely on
performance—not on set fees or commissions. This success-driven formula is a
prime reason why the average Suns Group fund outperforms 95% of funds in its
class. It is also a factor in the company's continuing growth.
For more information on Suns Group and its products or services, visit their
website at http://sunsgroup.com or phone (613) 699-8870.
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SOURCE Suns Group
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