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 | ||