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
TD Global Capital Reinvestment Class - I series Global Equity Yes 2.36
Counsel Canadian Dividend Series I Canadian Dividend & Income Equity No 0.16
Fidelity Premium Fixed Income Private Pool Class F Canadian Fixed Income 0.61
Fidelity Premium Fixed Income Private Pool Class S5 Canadian Fixed Income 1.19
Fidelity Premium Fixed Income Private Pool Class I5 Canadian Fixed Income 1.14
Fidelity Premium Fixed Income Private Pool Class B Canadian Fixed Income 1.18
Fidelity Premium Fixed Income Private Pool Class I Canadian Fixed Income 0.91
Fidelity Premium Fixed Income Private Pool Class F5 Canadian Fixed Income 0.63
FMOQ Conservative balanced Fund Global Fixed Income Balanced No 1.09
Counsel Balanced Portfolio Series I Global Neutral Balanced No 0.14
RBC International Equity Currency Neutral Fund D International Equity No 1.25
RBC International Equity Currency Neutral Fund F International Equity No 1.01
RBC International Equity Currency Neutral Fund A International Equity No 2.13
FMOQ Omnibus Canadian Neutral Balanced No 1.09
Tradex Equity Canadian Focused Equity No 1.23
TD Mgd Income Portfolio I Canadian Fixed Income Balanced 1.85
TD Mgd Inc & Mod Growth Port I Global Neutral Balanced No 2.05
FMOQ Fonds De Placement Canadian Equity Balanced No 1.09
Sun Life Aditya Birla India Fund A Geographic Equity No 2.32
TD FundSmart Mgd Balanced Growth I Global Neutral Balanced No 2.82
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