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 | ||