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 Global Short-Term Bond Fund Series A Global Fixed Income
CI Global Short-Term Bond Fund Series F Global Fixed Income
CI U.S. Aggregate Bond Covered Call Fund Series A Global Fixed Income 1.3
CI U.S. Aggregate Bond Covered Call Fund Series P Global Fixed Income 0.05
CI U.S. Aggregate Bond Covered Call Fund Series F Global Fixed Income 0.44
Forstrong Global Growth ETF Class F Global Equity Balanced No
TD Target 2026 Investment Grade Bond Fund - Advisor Series Canadian Short Term Fixed Income
TD Target 2027 Investment Grade Bond Fund - F Series Canadian Short Term Fixed Income
TD Target 2026 Investment Grade Bond Fund - F Series Canadian Short Term Fixed Income
TD Global Disciplined Equity Alpha Fund - Advisor Series Global Equity Yes
TD Global Disciplined Equity Alpha Fund - D Series Global Equity Yes
TD Target 2027 U.S. Investment Grade Bond Fund - F Series Global Corporate Fixed Income
TD Global Disciplined Equity Alpha Fund - Investor Series Global Equity Yes
TD Target 2027 Investment Grade Bond Fund - Advisor Series Canadian Short Term Fixed Income
TD Target 2027 U.S. Investment Grade Bond Fund - Advisor Series Global Corporate Fixed Income
TD Global Disciplined Equity Alpha Fund - F Series Global Equity Yes
TD Global Disciplined Equity Alpha Fund - F Series USD Global Equity Yes
TD Global Disciplined Equity Alpha Fund - Investor Series USD Global Equity Yes
TD Global Disciplined Equity Alpha Fund - D Series USD Global Equity Yes
TD Global Disciplined Equity Alpha Fund - Advisor Series USD Global Equity Yes
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