Jantzi Social Index

A socially-screened index modeled on the S&P/TSX 60 performance

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The Jantzi Social Index (JSI) was launched in January 2000 in partnership with Dow Jones Indexes. It is a socially screened, market capitalization-weighted common stock index modeled on the S&P/TSX 60 consisting of 50 Canadian companies that pass broad set of ESG criteria. The JSI has begun to generate the first definitive data on the effects of social screening on financial performance in Canada.

Sustainalytics developed a thorough ratings framework for the JSI that calls for an in-depth examination of a company’s (historical) performance in social areas such as aboriginal relations, community involvement, corporate governance, employee relations, the environment and human rights. The JSI excludes companies that have significant involvement in nuclear power, tobacco and weapons-related contracting. For more information, please see the methodology. Please follow the link to see the list of index constituents.

Performance

Comparative returns line graph

Monthly Returns

  • June 8, 2021

    Jantzi Social Index May 2021 Total Returns

    Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 4.50 percent during the month of May. During the same period, the S&P/TSX Composite Index increased by 3.44 percent and the S&P/TSX 60 Index increased by 3.82 percent.

  • May 17, 2021

    Jantzi Social Index April 2021 Total Returns

    Toronto, ON -- May 17, 2021 -- Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 2.10 percent during the month of April. During the same period, the S&P/TSX Composite Index increased by 2.39 percent and the S&P/TSX 60 Index increased by 2.19 percent.

  • May 10, 2021

    Sustainalytics Announces Changes to the Jantzi Social Index

    Sustainalytics, a Morningstar company and a globally-recognized provider of ESG research, ratings and data today announced Gibson Energy Inc. (TSX:GEI) will replace Seven Generations Energy on the Jantzi Social Index (JSI)® effective as of the opening of markets on Tuesday, May 11, 2021. Seven Generations Energy was removed because the company had been delisted.

  • April 9, 2021

    Jantzi Social Index March 2021 Total Returns

    Toronto, ON — April 9, 2021 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 2.98 percent during the month of March. During the same period, the S&P/TSX Composite Index increased by 3.87 percent and the S&P/TSX 60 Index increased by 4.40 percent.

  • March 8, 2021

    Jantzi Social Index February 2021 Total Returns

    Toronto, ON — March 9, 2021 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 5.99 percent during the month of February. During the same period, the S&P/TSX Composite Index increased by 4.36 percent and the S&P/TSX 60 Index increased by 4.77 percent.

  • February 12, 2021

    Jantzi Social Index January 2021 Total Returns

    Toronto, ON — February 10, 2021 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 0.88 percent during the month of January. During the same period, the S&P/TSX Composite Index decreased by 0.32 percent and the S&P/TSX 60 Index decreased by 0.54 percent.

  • January 12, 2021

    Jantzi Social Index December 2020 Total Returns

    Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 2.61 percent during the month of December. During the same period, the S&P/TSX Composite Index increased by 1.72 percent and the S&P/TSX 60 Index increased by 1.41 percent

  • December 14, 2020

    Jantzi Social Index November 2020 Total Returns

    Toronto, ON — December 15, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 11.29 percent during the month of November. During the same period, the S&P/TSX Composite Index increased by 10.57 percent and the S&P/TSX 60 Index increased by 10.43 percent. Since inception on January 1, 2000, through November 30, 2020, the JSI has achieved an annualized return of 6.13 percent, while the S&P/TSX Composite and the S&P/TSX 60 had annualized returns of 6.16 percent and 6.20 percent respectively, over the same period.

  • November 12, 2020

    Jantzi Social Index October 2020 Total Returns

    Toronto, ON — November 12, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 3.16 percent during the month of October. During the same period, the S&P/TSX Composite Index decreased by 3.11 percent and the S&P/TSX 60 Index decreased by 3.69 percent.

  • October 13, 2020

    Jantzi Social Index September 2020 Total Returns

    Toronto, ON — October 14, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 3.24 percent during the month of September. During the same period, the S&P/TSX Composite Index decreased by 2.06 percent and the S&P/TSX 60 Index decreased by 2.03 percent.

  • September 9, 2020

    Jantzi Social Index August 2020 Total Returns

    Toronto, ON — September 10, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 3.45 percent during the month of August. During the same period, the S&P/TSX Composite Index increased by 2.35 percent and the S&P/TSX 60 Index increased by 2.48 percent.

  • August 10, 2020

    Jantzi Social Index July 2020 Total Returns

    Toronto, ON — August 11, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 4.22 percent during the month of July. During the same period, the S&P/TSX Composite Index increased by 4.48 percent and the S&P/TSX 60 Index increased by 4.00 percent.

  • July 8, 2020

    Jantzi Social Index June 2020 Total Returns

    Toronto, ON – July 9, 2020 –Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 2.28 percent during the month of June. During the same period, the S&P/TSX Composite Index increased by 2.46 percent and the S&P/TSX 60 Index increased by 2.20 percent.

  • June 16, 2020

    Sustainalytics Announces Changes to the Jantzi Social Index

    June 17, 2020, Toronto – Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today announced changes to the Jantzi Social Index (JSI). The changes will take effect at the open of trading on June 22, 2020.

  • June 9, 2020

    Jantzi Social Index May 2020 Total Returns

    Toronto, ON — June 10, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 2.27 percent during the month of May. During the same period, the S&P/TSX Composite Index increased by 3.04 percent and the S&P/TSX 60 Index increased by 3.13 percent.

  • May 11, 2020

    Jantzi Social Index April 2020 Total Returns

    Toronto, ON — May 12, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 8.79 percent during the month of April. During the same period, the S&P/TSX Composite Index increased by 10.79 percent and the S&P/TSX 60 Index increased by 9.10 percent.

  • April 13, 2020

    Jantzi Social Index March 2020 Total Returns

    Toronto, ON — April 14, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 17.68 percent during the month of March. During the same period, the S&P/TSX Composite Index decreased by 17.38 percent and the S&P/TSX 60 Index decreased by 15.30 percent.

  • March 5, 2020

    Jantzi Social Index February 2019 Total Returns

    Toronto, ON — March 6, 2019 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 3.32 percent during the month of February. During the same period, the S&P/TSX Composite Index increased by 3.15 percent and the S&P/TSX 60 Index increased by 2.84 percent.

  • January 8, 2020

    Jantzi Social Index December 2019 Total Returns

    Toronto, ON — January 9, 2020 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) decreased in value by 0.96 percent during the month of December. During the same period, the S&P/TSX Composite Index increased by 0.45 percent and the S&P/TSX 60 Index decreased by 0.05 percent.

  • December 8, 2019

    Jantzi Social Index November 2019 Total Returns

    Toronto, ON — December 9, 2019 — Sustainalytics, a leading global provider of ESG and corporate governance research, ratings and analytics, today reported that the Jantzi Social Index® (JSI) increased in value by 3.48 percent during the month of November. During the same period, the S&P/TSX Composite Index increased by 3.59 percent and the S&P/TSX 60 Index increased by 3.48 percent.

Investable Products

In 2001, Meritas Mutual Funds launched the Social Index Fund, an RRSP eligible mutual fund that invests in common shares of companies that comprise the JSI. The fund’s holdings of each company match the sector and industry weights, as well as the relative market capitalizations, of the JSI. Please see Meritas Mutual Funds for more information.

In 2007, iShares launched the first socially responsible Exchange Traded Fund (ETF) in Canada, the iShares Jantzi Social Index Fund (XEN). XEN is designed for socially responsible investors to help attain diversification in their portfolios.