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 | ||