Changes are coming to the Socially Responsible Investment (SRI) Balanced Fund

Socially Responsible Investments Changing

Changes are coming to the Socially Responsible Investment (SRI) Balanced Fund for those with an investment account in DCP, Plan 3 or JRA.

In April 2024, the SRI changes from a balanced fund ? invested in both stocks and bonds ? to a new SRI that solely invests in stocks. This represents higher potential long-term return but also more risk, more volatility and less protection in down markets.

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