Sustainable Investment Funds

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
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