QUEBEC CITY, April 08, 2022 (GLOBE NEWSWIRE) — REGAR Gestion Privée Inc. (“RGP investments”) is pleased to announce today the implementation, effective immediately, of the investment objective change for RGP Global Sector Class, RGP Global Sector Fund, GreenWise Conservative Portfolio , GreenWise Growth Portfolio and GreenWise Balanced Portfolio (the “Targeted funds”) previously announced on January 14and2022, which amendment was approved by securityholders of the Target Funds at a special meeting of securityholders held on March 2023, 2022 in virtual form, as further described below.

  1. Change of investment objective

The change in the investment objective of RGP Global Sector Class and RGP Global Sector Fund is implemented effective today, to allow each of these funds to deploy their investment strategy without being required to investing the majority of its assets in exchange-traded funds. This change is described in more detail below:

Fund name Previous investment objective New investment objective
RGP Global Sector Category This Fund’s objective is to provide long-term growth by investing primarily in global equity securities through sector-based exchange-traded funds. The Fund will only invest in an ETF if it is an index unit. The fundamental investment objective may only be changed with the approval of a majority of votes cast at a meeting of unitholders called for that purpose. This Fund’s objective is to provide long-term growth by investing primarily in global equity securities, either directly or through investments in securities of exchange-traded funds or mutual funds. The fundamental investment objective may only be changed with the approval of a majority of votes cast at a meeting of unitholders called for that purpose.
RGP Global Sector Fund This Fund’s objective is to provide long-term growth by investing primarily in global equity securities through sector-based exchange-traded funds. The Fund will only invest in an ETF if it is an index unit. The fundamental investment objective may only be changed with the approval of a majority of votes cast at a meeting of unitholders called for that purpose. This Fund’s objective is to provide long-term growth by investing primarily in global equity securities, either directly or through investments in securities of exchange-traded funds or mutual funds. The fundamental investment objective may only be changed with the approval of a majority of votes cast at a meeting of unitholders called for that purpose.

The change to the investment objective of GreenWise Conservative Portfolio, GreenWise Growth Portfolio and GreenWise Balanced Portfolio is implemented effective immediately, to allow each of these funds to deploy their investment strategy without be required to invest its assets primarily in mutual funds and exchange-traded funds. This change is described in more detail below:

Fund name Previous investment objective New investment objective
GreenWise Conservative Portfolio The investment objective of this Fund is to provide a combination of income and some long-term capital appreciation through responsible investing. The Fund primarily holds exchange-traded funds or other underlying mutual funds in order to gain access to equity and fixed-income securities, whether Canadian or foreign. The Fund may also hold securities directly. The fundamental investment objective may only be changed with the approval of a majority of votes cast at a meeting of unitholders called for that purpose. The Fund’s investment objective is to provide a combination of income and some long-term capital appreciation through a responsible investment approach. The Fund invests primarily in Canadian or foreign equity and fixed income securities, either directly or through investments in securities of exchange-traded funds or mutual funds. The fundamental investment objective of the Fund may only be changed with the approval of a majority of votes at a meeting of unitholders called for that purpose.
GreenWise Growth Portfolio The investment objective of this Fund is to provide long-term capital appreciation and some income through responsible investment. The Fund primarily holds exchange-traded funds or other underlying mutual funds in order to gain access to equity and fixed-income securities, whether Canadian or foreign. The Fund may also hold securities directly. The fundamental investment objective of the Fund may only be changed with the approval of a majority of votes at a meeting of unitholders called for that purpose. The Fund’s investment objective is to provide long-term capital appreciation and some investment income through a responsible investment approach. The Fund invests primarily in Canadian or foreign equity and fixed income securities, either directly or through investments in securities of exchange-traded funds or mutual funds. The fundamental investment objective of the Fund may only be changed with the approval of a majority of votes at a meeting of unitholders called for that purpose.
GreenWise Balanced Portfolio The investment objective of this Fund is to provide a combination of income and long-term capital appreciation through responsible investing. The Fund primarily holds exchange-traded funds or other underlying mutual funds in order to gain access to equity and fixed-income securities, whether Canadian or foreign. The Fund may also hold securities directly. The fundamental investment objective of the Fund may only be changed with the approval of a majority of votes at a meeting of unitholders called for that purpose. The Fund’s investment objective is to provide a combination of income and long-term capital appreciation through a responsible investment approach. The Fund invests primarily in Canadian or foreign equity and fixed income securities, either directly or through investments in securities of exchange-traded funds or mutual funds. The fundamental investment objective of the Fund may only be changed with the approval of a majority of votes at a meeting of unitholders called for that purpose.

Additional information regarding the modification of the investment objective of the targeted funds is provided in amendment no. 1 of January 24, 2022 to the simplified prospectus of April 15, 2021, amendment no. 2 dated January 24, 2022 to the annual information form dated April 15, 2021, amended by addendum no. 1 dated July 9, 2021 and Focus Fund Facts dated January 24, 2022, copies of which are available on SEDAR at www.sedar.com.

About RGP Investments

RGP Investments acts as manager of the RGP Global Sector Fund, RGP Global Sector Class, Sectorwise Conservative Portfolio, Sectorwise Balanced Portfolio, Sectorwise Growth Portfolio, GreenWise Conservative Portfolio, GreenWise Balanced Portfolio, GreenWise Growth Portfolio and RGP Impact Fixed Income Portfolio (the “RGP investment funds”). As manager, RGP Investments provides or arranges for the day-to-day administration of the RGP Investments Funds and provides or arranges for the provision of investment advice and portfolio management services to the RGP Investments Funds. RGP Investment Funds are not guaranteed, their values ​​change frequently and past performance is not indicative of future performance. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. RGP Investments funds are offered by authorized brokers.

Additional information about the RGP investment funds is available on SEDAR at www.sedar.com.

For more information:

Simon Destrempes
Managing Director and Chief Compliance Officer
[email protected]
Toll free: (855) 370-1077