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
Fidelity Global Small Cap Opportunities Fund - S8 USD Global Small/Mid Cap Equity No 2.29
Fidelity Global Small Cap Opportunities Fund - S5 USD Global Small/Mid Cap Equity No 2.3
Fidelity Global Small Cap Opportunities Fund - F5 USD Global Small/Mid Cap Equity No 1.13
Fidelity Global Small Cap Opportunities Fund - F8 USD Global Small/Mid Cap Equity No 1.12
Langdon Global Smaller Companies Portfolio Class A Global Small/Mid Cap Equity 3.21
Langdon Global Smaller Companies Portfolio Class F Global Small/Mid Cap Equity 2.36
TD Alternative Risk Focused Pool - Advisor Series ISC USD Alternative Multi - Strategy 1.83
TD Alternative Risk Focused Pool - F-Series USD Alternative Multi - Strategy 0.91
TD Alternative Risk Focused Pool - D-Series USD Alternative Multi - Strategy 1
iProfile Canadian Equity Private Pool - Series F Canadian Equity No 0.89
iProfile U.S. Equity Private Pool - Series F US Equity No 1.1
iProfile International Equity Private Pool - Series F International Equity No 1.11
CI Global Investment Grade Fund Series A Global Fixed Income 1.31
CI Global Investment Grade Fund Series F Global Fixed Income 0.74
CI Global Investment Grade Fund Series P Global Fixed Income 0.17
CI Global Investment Grade Fund Series AH Global Fixed Income 1.3
CI Global Investment Grade Fund Series FH Global Fixed Income 0.74
CI Global Investment Grade Fund Series PH Global Fixed Income 0.18
Fidelity SmartHedge U.S. Equity Fund - F US Equity No 0.96
Fidelity SmartHedge U.S. Equity Fund - B US Equity No 2.07
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