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
Fidelity Balanced Private Pool Cl B Global Neutral Balanced No 2.02
Counsel Canadian Growth Series F Canadian Equity No 1.02
Fidelity Balanced Private Pool Cl S5 Global Neutral Balanced No 2
Fidelity Balanced Private Pool Cl S8 Global Neutral Balanced No 2.03
Fidelity Balanced Private Pool Series F5 Global Neutral Balanced No 0.9
Fidelity Balanced Ccy Netrl Priv Pool S5 Global Neutral Balanced No 2.07
Fidelity Balanced Ccy Netrl Priv Pool F5 Global Neutral Balanced No 0.94
Fidelity Balanced Ccy Netrl Priv Pool S8 Global Neutral Balanced No 2.05
Fidelity Balanced Ccy Neutral Priv Pl F Global Neutral Balanced No 0.94
Fidelity Balanced Ccy Neutral Priv Pl B Global Neutral Balanced No 2.07
Fidelity Balanced Private Pool Series F8 Global Neutral Balanced No 0.91
Fidelity Balanced Private Pool Series F Global Neutral Balanced No 0.91
Fidelity Balanced Ccy Netrl Priv Pool F8 Global Neutral Balanced No 0.93
Counsel Fixed Income Series I Global Fixed Income 0.18
Counsel All Equity Portfolio Series I Global Equity No 0.17
Counsel Canadian Growth Series I Canadian Equity No 0.17
Sun Life MFS Global Core Plus Bond F Global Fixed Income 1.12
Sun Life MFS Global Core Plus Bond A Global Fixed Income 2.1
Fidelity Asset Allocation Private Pool Class F8 Inc Canadian Neutral Balanced No 0.96
Fidelity Asset Allocation Private Pool Class S5 Inc Canadian Neutral Balanced No 2.06
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