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 International Equity Managed Class series ET8 International Equity Yes 2.3
CI Tactical Asset Allocation Conservative Class series FT8 Global Fixed Income Balanced 1.02
CI Tactical Asset Allocation Growth Pool series F Global Equity Balanced No 0.96
CI International Equity Managed Class series F International Equity Yes 1.16
CI Tactical Asset Allocation Balanced Growth Class series F Global Equity Balanced No 0.97
CI Tactical Asset Allocation Conservative Pool series F Global Fixed Income Balanced 1.01
CI Tactical Asset Allocation Growth Class series F Global Equity Balanced No 0.97
CI Tactical Asset Allocation Growth Class series FT8 Global Equity Balanced No 0.96
CI Tactical Asset Allocation Income Pool series E Global Fixed Income 2.16
Dynamic Active Balanced ETF Portfolio A Global Neutral Balanced No 1.87
Dynamic Active Balanced ETF Portfolio F Global Neutral Balanced No 0.75
Dynamic Active Balanced ETF Portfolio T Global Neutral Balanced No 1.83
iProfile Enhanced Monthly Income Portfolio - Canadian Fixed Income Balanced F Canadian Fixed Income Balanced No 0.91
iProfile Enhanced Monthly Income Portfolio - Canadian Fixed Income Balanced I Canadian Fixed Income Balanced No 0.52
iProfile Enhanced Monthly Income Portfolio - Canadian Neutral Balanced F Canadian Neutral Balanced No 0.99
iProfile Enhanced Monthly Income Portfolio - Canadian Neutral Balanced I Canadian Neutral Balanced No 0.58
Purpose Active Growth Fund A Global Equity Balanced No 1.58
Purpose Active Growth Fund F Global Equity Balanced No 0.45
IPC Private Wealth Visio Global Opportunities Balanced Pool F Global Neutral Balanced No 1.14
IPC Private Wealth Visio Global Opportunities Balanced Pool A Global Neutral Balanced No 2.29
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