Financial Highlights

Everything we do helps build community assets. At the end of 2020, Vancity Community Foundation held $97,397,186 in consolidated assets and had disbursed $37,791,421 in grants and $6,191,957 to community projects and partnerships to charities and community initiatives. Our 2020 Annual Report and Audited Financial Statements can be found below!

 Reports

Note: Copies of our previous years' annual reports and audited financial statements are available upon request.

 

Our Investment Portfolio 

Our investments are managed primarily through Vancity Investment Management, according to an Investment Policy Statement set by our Board of Directors.

Socially Responsible Investments

Performance of Our Vancity Investment Management (VCIM) Portfolio
As at June 30, 2024 3 MO YTD 1 YR 3 YR 5 YR
Vancity Community Foundation
 0.67% 5.84% 10.94% 2.79% 6.86%
Blended
Benchmark*

1.16%

6.74%

12.65%

5.12%

7.43%

*39% S&P/TSX Composite Total Return Index, 26% MSCI World Net Total Return Index (CAD), 13% FTSE Universe Bond Index, 20% FTSE Short Term Overall Bond Index, 2% FTSE Canada 30-Day T-Bill Index

 

About Socially Responsible Investments

100% of our investments with VCIM 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.

 

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, 2019.

Direct Impact Investing
Program-Related Investments
 $17,379,180  (24.4%)
Mission-Related Investments
 $1,512,810  (2.1%)