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
Dynamic Active Balanced ETF Portfolio A USD Global Neutral Balanced No 1.87
Pembroke Concentrated Fund Class F US Small/Mid Cap Equity No 1.28
Yorkville Crypto, Blockchain and FinTech Opportunities Class Series F CAD Sector Equity Yes 0
CI U.S. Quality Dividend Growth Index Fund Series A U.S. Dividend & Income Equity No 1.53
CI U.S. Quality Dividend Growth Index Fund Series F U.S. Dividend & Income Equity No 0.4
CI U.S. Quality Dividend Growth Index Fund Series P U.S. Dividend & Income Equity No 0.06
Canada Life Canadian Dividend Fund A USD Canadian Dividend & Income Equity No
Canada Life Canadian Dividend Fund W USD Canadian Dividend & Income Equity No
Fidelity Canadian Long/Short Alternative Fund F Alternative Equity Focused No 1.25
Fidelity Canadian Long/Short Alternative Fund B Alternative Equity Focused No 2.46
Fidelity Canadian Long/Short Alternative Fund S8 Alternative Equity Focused No 2.62
Fidelity Canadian Long/Short Alternative Fund S5 Alternative Equity Focused No 2.5
Fidelity Canadian Long/Short Alternative Fund F5 Alternative Equity Focused No 1.29
Fidelity Canadian Long/Short Alternative Fund F8 Alternative Equity Focused No 1.52
Fidelity Canadian Long/Short Alternative Fund F USD Alternative Equity Focused No 1.25
Fidelity Canadian Long/Short Alternative Fund B USD Alternative Equity Focused No 2.46
Fidelity Canadian Long/Short Alternative Fund S8 USD Alternative Equity Focused No 2.62
Fidelity Canadian Long/Short Alternative Fund S5 USD Alternative Equity Focused No 2.5
Fidelity Canadian Long/Short Alternative Fund F5 USD Alternative Equity Focused No 1.29
Fidelity Canadian Long/Short Alternative Fund F8 USD Alternative Equity Focused No 1.52
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