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
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
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