Climate & Social Fund
Trust · Commercial
Managed by ACM Advisors Ltd.
Data as of: June 30, 2026
This review is compiled by WOWA for informational purposes only and is not investment advice, an offer, or a solicitation. Figures are drawn from the manager's published materials as of the dates shown and may change. Returns are historical and do not guarantee future results. Verify all details with the manager or a licensed advisor before investing.
About the fund
ACM Climate & Social Fund is a pooled fund managed for institutional investors and the newest of ACM Advisors' mandates, launched in 2025. It invests in a diversified portfolio of Canadian commercial mortgages and loans secured by real estate assets aligned with positive climate and/or social outcomes, applying the same first-mortgage, capital-preservation discipline as ACM's other commercial mortgage funds while adding an environmental and social impact screen. Like ACM's other funds it is structured as a private investment trust and offered on a prospectus-exempt basis.
At a glance
| Assets under management (AUM) | $44M CAD |
| Property focus | Commercial (100%) |
| Structure | Trust |
| Investor access | Institutional only |
Portfolio & performance
The portfolio is composed of commercial mortgages (100%).
| Property Type | Share (%) |
| Commercial | 100% |
Fund facts
| Structure | Trust |
| Latest data | June 30, 2026 |
Additional fund details
Available exclusively to institutional investors.
Investor access
Institutional access only
This fund is offered to Canadian institutional investment professionals only and is not available to individual investors.
Minimum investment terms are not publicly disclosed.
About the manager
Founded in 1993 and headquartered in Vancouver, ACM Advisors Ltd. is a Canadian alternative asset manager specializing in the creation, structuring and management of pooled commercial mortgage funds. It manages roughly $5.4 billion across five mortgage funds — led by the ~$5.0 billion ACM Commercial Mortgage Fund, alongside ACM Mortgage Fund One, ACM Mortgage Fund Two and a newer climate- and social-themed commercial mortgage fund — on behalf of institutional and accredited investors, with more than 30 years of operating history. Since December 2023, ACM has operated as a majority-owned (75%) subsidiary of EQB Inc. (parent of Equitable Bank), while continuing to manage its funds independently.
Other funds by ACM Advisors Ltd.
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