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
IA Clarington Global Balanced Plus Portfolio USD Series F Global Neutral Balanced No
IA Clarington Global Equity Plus Portfolio Series F Global Equity Yes 1.05
IA Clarington Global Equity Plus Portfolio USD Series F6 Global Equity Yes 1.06
IA Clarington Global Balanced Plus Portfolio USD Series F6 Global Neutral Balanced No
NBI Target 2028 Investment Grade Bond Fund - GPO Global Corporate Fixed Income
NBI Target 2027 Investment Grade Bond Fund - GPO Global Corporate Fixed Income
NBI Target 2029 Investment Grade Bond Fund - A Global Corporate Fixed Income
NBI Target 2028 Investment Grade Bond Fund - A Global Corporate Fixed Income
NBI Target 2029 Investment Grade Bond Fund - GP Global Corporate Fixed Income
NBI Target 2027 Investment Grade Bond Fund - F Global Corporate Fixed Income
NBI Target 2028 Investment Grade Bond Fund - F Global Corporate Fixed Income
NBI Target 2028 Investment Grade Bond Fund - GP Global Corporate Fixed Income
NBI Target 2027 Investment Grade Bond Fund - A Global Corporate Fixed Income
NBI Target 2029 Investment Grade Bond Fund - GPO Global Corporate Fixed Income
NBI Target 2029 Investment Grade Bond Fund - F Global Corporate Fixed Income
NBI Target 2027 Investment Grade Bond Fund - GP Global Corporate Fixed Income
Fidelity Global Small Cap Opportunities Fund - A USD Global Small/Mid Cap Equity No 2.48
Fidelity Global Small Cap Opportunities Fund - A Global Small/Mid Cap Equity No 2.48
Sun Life MFS U.S. Mid Cap Growth Fund Series T5 US Equity Yes
Matco Global Equity Fund Series O Global Equity No 0.1
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