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
Fidelity Bal Inc Ccy Netrl Priv Pool F8 Canadian Fixed Income Balanced No 0.87
Fidelity Concen Cdn Eq Private Pool F5 Canadian Equity No 0.98
Fidelity US Equity Ccy Netrl Priv Pl S8 US Equity Yes 2.25
Fidelity Global Eq Ccy Netrl Priv Pl B Global Equity Yes 2.29
Fidelity Global Equity Private Pool F8 Global Equity Yes 1.13
Fidelity Canadian Equity Priv Pool Sr F Canadian Equity No 1.01
Fidelity Canadian Equity Priv Pool F8 Canadian Equity No 1
Fidelity Bal Inc Ccy Netrl Priv Pool F5 Canadian Fixed Income Balanced No 0.89
Fidelity Intl Eq Ccy Netrl Priv Pl S8 International Equity Yes 2.31
Fidelity Intl Eq Ccy Netrl Priv Pl S5 International Equity Yes 2.2
Fidelity Intl Eq Ccy Netrl Priv Pl F8 International Equity Yes 1.18
Fidelity Global Eq Ccy Netrl Priv Pl S8 Global Equity Yes 2.31
Fidelity US Equity Ccy Netrl Priv Pl S5 US Equity Yes 2.24
Palos Income Fund LP Alternative Equity Focused No 1.6
Counsel Global Real Estate Series I Real Estate Equity Yes 0.18
Counsel International Value Series I International Equity No 0.17
Counsel US Growth Series I US Equity Yes 0.17
TD Global Capital Reinvestment Class - F series Global Equity Yes 1.02
Counsel Conservative Portfolio Series I Global Fixed Income Balanced No 0.19
TD Global Capital Reinvestment Class - A series Global Equity Yes 2.37
© Copyright 2025 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy       Disclosures        Accessibility