Low Carbon Balanced

The Triasima-AlphaFixe Low-Carbon Balanced Strategy is an investment strategy co-managed by Triasima and AlphaFixe Capital that was designed for investors seeking long-term capital growth, low volatility of returns, and a significantly lower carbon footprint than traditional balanced strategies.

AlphaFixe manages the green bond allocation of the strategy, while Triasima manages the All Country World Equity ex-Fossil and the Canadian Equity ex-Fossil allocations.


Typical asset allocation

Typical allocation by asset classes

Green bonds
All Country World Equity Ex-Fossil
Canadian Equity Ex-Fossil
Key elements
January 1, 2020
• 40% FTSE Canada Bond Universe Index • 20% MSCI Canada IMI Ex-Fossil Index • 40% MSCI World Ex-Fossil Index