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
|
---|---|---|---|---|---|---|
BMO MatchMaker Strategic Growth Port | Global Equity Balanced | — | No | |||
FDP US Equity Portfolio Series A | US Equity | — | No | 1.18 | ||
TD FundSmart Mgd Inc & Mod Growth Port I | Global Neutral Balanced | — | No | 2.66 | ||
FMOQ Canadian Equity | Canadian Equity | — | No | 1.09 | ||
FMOQ International Equity | Global Equity | — | Yes | 1.09 | ||
TD Mgd Inc & Mod Growth Port A | Global Neutral Balanced | — | No | 2.05 | ||
Primerica Global Balanced Growth Fund | Global Equity Balanced | — | No | 2.43 | ||
TD FundSmart Mgd Aggressive Growth A | Global Equity Balanced | — | No | 2.84 | ||
Counsel Conservative Portfolio Series A | Global Fixed Income Balanced | — | No | 2.3 | ||
Pender Partners Fund Class F2 | Alternative Equity Focused | — | — | 1.62 | ||
TD FundSmart Mgd Aggressive Growth I | Global Equity Balanced | — | No | 2.82 | ||
TD Mgd Aggressive Growth Port I | Global Equity Balanced | — | No | 2.27 | ||
TD FundSmart Mgd Balanced Growth A | Global Neutral Balanced | — | No | 2.76 | ||
TD Mgd Aggressive Growth Port A | Global Equity Balanced | — | No | 2.3 | ||
Counsel Balanced Portfolio Series A | Global Neutral Balanced | — | No | 2.37 | ||
Primerica Canadian Balanced Growth Fund | Global Equity Balanced | — | No | 2.45 | ||
TD FundSmart Mgd Inc & Mod Growth Port A | Global Neutral Balanced | — | No | 2.62 | ||
Pender Partners Fund Class A | Alternative Equity Focused | — | — | 2.39 | ||
TD FundSmart Mgd Balanced Growth P | Global Neutral Balanced | — | No | 2.34 | ||
TD Mgd Income Portfolio P | Canadian Fixed Income Balanced | — | — | 1.59 | ||