Encasa Financial is a social purpose investment fund manager with a long-standing commitment to Responsible Investing (RI). We successfully manage the investment of capital reserves, security deposits, member share capital and operating reserves of social purpose non-profit organizations, co-operatives, and affordable housing providers.
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Assets Under Management
as at June 30, 2026
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Investors
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Years of responsible investing
Encasa offers low-cost, responsible investment options to meet investors’ short and long-term investment needs. Our mutual funds are designed to match investors’ future financial requirements and risk tolerance to an appropriate mix of investments.
A mutual fund is a professionally managed investment fund that pools money from multiple investors to invest in a diverse set of securities. When you invest into a mutual fund, you are pooling your money with other investors. This enables investors with diverse goals and needs to own a much wider mix of investments than they would likely be able to afford on their own. Mutual funds vary based on what they invest in and provide different risk characteristics for investors.
Encasa Canadian Short-Term Bond Fund
The investment objective of the Fund is to obtain a relatively high level of current interest income consistent with preserving capital and maintaining liquidity. It is suitable for shorter-term capital where there is a more immediate need for liquidity.
Encasa Canadian Bond Fund
The investment objective of the Fund is to generate a total investment return that is comprised of both income and realized/unrealized capital gains. It is suitable for medium term capital where there is no immediate need for liquidity.
Encasa Equity Fund
The investment objective of the Fund is long-term capital growth achieved by investing in a diversified portfolio of companies largely located outside of Canada using a responsible investing approach. It is suitable for longer term capital where liquidity is not required.
Client Testimonials
I told the board that Encasa offered an excellent program, especially because we could choose a fund based on our specific circumstances, and we wouldn’t have to worry about having to make new arrangements when an investment matures. The program had quite good returns on average over time.
The greatest benefits (of the Social Housing Investment Program) are obviously the returns, the ability to have shorter to long-term investments, and to withdraw when we need to with no penalty. In addition to all that, I love the fact that we’re supporting the affordable housing sector by investing with Encasa.
Encasa has definitely provided us with expertise, confidence in investment choices and superb customer service. Without a doubt, I know we are in good hands with Encasa. No matter how small the organization, our investments are priority with Encasa.
We’re also investing in ourselves — that’s what’s important. The money is staying in the sector and growing the sector.
Whenever we had a question about something, they (Encasa staff) have been there. They’re super helpful.
Encasa Financial Inc. is the program administrator and the fund manager of the Encasa Investment Funds. Encasa Financial Inc. is the portfolio manager for all Encasa Investment Funds. Worldsource Financial Management Inc. is the distributor of the units of the Encasa Investment Funds. Please visit www.worldsourcefinancial.com for further details.