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
Counsel Balanced Portfolio Series F Global Neutral Balanced No 1.07
Counsel Conservative Portfolio Series E Global Fixed Income Balanced No 2.16
Sun Life Aditya Birla India Fund F Geographic Equity No 1.17
TD Mgd Inc & Mod Growth Port P Global Neutral Balanced No 1.79
Counsel Conservative Portfolio Series F Global Fixed Income Balanced No 1.03
TD FundSmart Mgd Aggressive Growth P Global Equity Balanced No 2.38
TD FundSmart Mgd Inc & Mod Growth Port P Global Neutral Balanced No 2.24
Manulife Tax-Managed Growth Fund Series Adv Global Equity No 2.49
TD Mgd Income Portfolio A Canadian Fixed Income Balanced 1.84
TD Mgd Aggressive Growth Port P Global Equity Balanced No 2.04
Tangerine Dividend Portfolio Canadian Focused Equity No 1.06
TD Managed Income & Moderate Growth ETF Portfolio D Global Neutral Balanced No 0.51
TD Managed Aggressive Growth ETF Portfolio D Global Equity Balanced No 0.5
Sun Life Aditya Birla India Fund D USD Geographic Equity No 1.51
Sun Life Aditya Birla India Fund D Geographic Equity No 1.51
Fidelity US Equity Private Pool Cl F US Equity Yes 1.07
iA Selection Moderate SRP 75/100 Canadian Fixed Income Balanced No 2.86
iA U.S. Equity SRP 75/100 US Equity No 3.12
iA Focus Moderate SRP 75/100 Canadian Fixed Income Balanced No 2.89
iA Canadian Equity Index SRP 75/100 Canadian Equity No 2.94
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