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
Desjardins Balanced 50 ETF Portfolio C Global Neutral Balanced No 1.76
Desjardins Balanced 50 ETF Portfolio F Global Neutral Balanced No 0.61
CIBC Private Wealth North American Yield Pool Series F Canadian Neutral Balanced No 0.37
CIBC Private Wealth Canadian Core Equity Pool Series F Canadian Equity No 0.28
CIBC Private Wealth Canadian Core Pool Series F Canadian Neutral Balanced No 0.35
CIBC Private Wealth Canadian Core Pool Series FT4 Canadian Neutral Balanced No 0.36
Onex Global Special Situations Fund Series F Alternative Equity Focused Yes
Russell Investments Global Balanced Series B Global Neutral Balanced No 2.01
Russell Investments Global Balanced Series B-5 Global Neutral Balanced No 2.02
Russell Investments Global Balanced Series F-5 Global Neutral Balanced No 0.88
Russell Investments Global Balanced Series F Acc Global Neutral Balanced No 0.88
Ridgewood Canadian Investment Grade Bond Fund Series A Units Alternative Credit Focused 1.57
BMO Inflation Opportunities Fund Series F Alternative Multi - Strategy No 0.96
BMO Inflation Opportunities Fund Series Advisor Alternative Multi - Strategy No 2.09
BMO Inflation Opportunities Fund Series A Alternative Multi - Strategy No 2.09
Kingwest Avenue Portfolio Series F Canadian Focused Equity No
Kingwest Canadian Equity Portfolio Series F Canadian Equity No
CIBC 2026 U.S. Investment Grade Bond Fund Series A Global Corporate Fixed Income No 0.52
CIBC 2026 U.S. Investment Grade Bond Fund Series F Global Corporate Fixed Income No 0.23
IA Clarington Global Balanced Plus Portfolio Series F Global Neutral Balanced No 1
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