Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.
Use this screener tool to find funds that meet your ESG criteria.
Fund Name
|
Morningstar Category
|
Sustainable Investment
|
Sustainability Rating
|
Low Carbon
|
MER %
|
Morningstar Rating for Funds
|
---|---|---|---|---|---|---|
NEI Global Growth Fund PF | Global Equity | Yes | Yes | 0.88 | ||
NEI Growth and Income Fund P | Global Equity Balanced | Yes | No | 2.34 | ||
NEI Select Income & Growth RS Portfolio PF | Global Fixed Income Balanced | Yes | No | 0.71 | ||
NEI Select Growth & Income RS Portfolio PF | Global Equity Balanced | Yes | No | 0.87 | ||
NEI Select Income RS Portfolio P | Global Fixed Income Balanced | Yes | No | 1.45 | ||
Mackenzie Global Women's Leadership Fund F5 | Global Equity | Yes | No | 0.75 | ||
Mackenzie Global Women's Leadership Fund T5 | Global Equity | Yes | No | 2 | ||
Mackenzie Global Women's Leadership Fund PWT5 | Global Equity | Yes | No | 1.92 | ||
Mackenzie Global Women's Leadership Fund PWR | Global Equity | Yes | No | 1.89 | ||
Fidelity Sustainable World ETF Fund - B | Global Equity | Yes | Yes | 1.92 | ||
Fidelity Sustainable World ETF Fund - F | Global Equity | Yes | Yes | 0.79 | ||
Desjardins Sustainable 100% Equity Portfolio A | Global Equity | Yes | Yes | 2.46 | ||
Desjardins Sustainable 100% Equity Portfolio C | Global Equity | Yes | Yes | 2.4 | ||
Desjardins Sustainable 100% Equity Portfolio F | Global Equity | Yes | Yes | 1.22 | ||
NEI Growth Private Portfolio W | Global Equity Balanced | Yes | No | 2.28 | ||
NEI Growth Private Portfolio WF | Global Equity Balanced | Yes | No | 1.23 | ||
NEI Income & Growth Private Portfolio W | Global Fixed Income Balanced | Yes | No | 2.04 | ||
NEI Income & Growth Private Portfolio WF | Global Fixed Income Balanced | Yes | No | 0.98 | ||
NEI Income Private Portfolio W | Canadian Fixed Income Balanced | Yes | — | 1.72 | ||
NEI Income Private Portfolio WF | Canadian Fixed Income Balanced | Yes | — | 0.93 | ||