Financial Highlights
Everything we do helps build community assets. At the end of the period, 2016, Vancity Community Foundation held $56,123,177 in total assets and had distributed $7,694,679 to charities and community initiatives. Please review our 2016 Annual Report (PDF) for more details.
Impact Investing
In addition to the balanced portfolios managed by Vancity Investment Management and our deposits held at Vancity for lending to the members, we also held or allocated the following instruments as of December 31, 2016.
| Mission Based Investing | |
|---|---|
| Program Related Investments | $6.3M |
| Equity, Investment Co-op, and Real Estate | $4.2M |
| Fixed Income | $1M |
| Loan Loss Provisions and Guarantees | $3.7M |
Socially Responsible Investment
100% of our investments are screened by our managers according to Socially Responsible Investment parameters based on the United Nations Principles for Responsible Investing:
- We will incorporate Environmental, Social, and Governance (ESG) issues into investment analysis and decision-making processes.
- We will be active owners and incorporate ESG issues into our ownership policies and practices.
- We will seek appropriate disclosure on ESG issues by the entities in which we invest.
- We will promote acceptance and implementation of the Principles within the investment industry.
- We will work together to enhance our effectiveness in implementing the Principles.
- We will each report on our activities and progress towards implementing the Principles.
Our Investment Portfolios
Our investments are managed primarily through Vancity Investment Management, according to an Investment Policy Statement set by our Board of Directors.
| Performance of Our Donor Advised Fund Portfolio | |||||
|---|---|---|---|---|---|
| As of Dec. 31, 2016 | 1 YEAR | 3 YEARS | 5 YEARS | 10 YEARS | 16 YEARS |
| Vancity Community Foundation | 7.2% | 12.58% | 11.83% | 6.5% | 5.45% |
| Benchmark (5% T-Bill, 35% Canada Bond, 45% TSX, 15% S&P500) |
10.09% |
6.52% |
6.51% |
4.77% |
5.46% |