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
CI Tactical Asset Allocation Conservative Pool series E Global Fixed Income Balanced 2.14
CI Tactical Asset Allocation Income Class series E Global Fixed Income 2.16
CI Tactical Asset Allocation Conservative Income Pool series E Global Fixed Income Balanced 2.15
CI Tactical Asset Allocation Growth Pool series E Global Equity Balanced No 2.09
CI Tactical Asset Allocation Conservative Balanced Class series F Global Fixed Income Balanced No 1.01
CI Tactical Asset Allocation Conservative Balanced Pool series F Global Fixed Income Balanced No 1
CI Tactical Asset Allocation Conservative Income Class series FT8 Global Fixed Income Balanced 1.04
CI Tactical Asset Allocation Income Class series F Global Fixed Income 1.04
CI Tactical Asset Allocation Growth Class series ET8 Global Equity Balanced No 2.13
CI Tactical Asset Allocation Conservative Class series ET8 Global Fixed Income Balanced 2.18
CI Tactical Asset Allocation Conservative Income Class series E Global Fixed Income Balanced 2.17
CI Tactical Asset Allocation Conservative Income Class series ET8 Global Fixed Income Balanced 2.16
CI Tactical Asset Allocation Conservative Income Pool series F Global Fixed Income Balanced 1.02
CI Tactical Asset Allocation Balanced Growth Class series FT8 Global Equity Balanced No 0.98
CI Tactical Asset Allocation Balanced Growth Pool series E Global Equity Balanced No 2.09
CI Tactical Asset Allocation Conservative Balanced Class series FT8 Global Fixed Income Balanced No 1.01
CI Tactical Asset Allocation Income Class series FT8 Global Fixed Income 1.04
CI Tactical Asset Allocation Balanced Growth Pool series F Global Equity Balanced No 0.96
CI Tactical Asset Allocation Conservative Balanced Pool series E Global Fixed Income Balanced No 2.13
CI Tactical Asset Allocation Conservative Class series F Global Fixed Income Balanced 1.01
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