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 Asset Allocation Private Pool Class B Inc Canadian Neutral Balanced No 2.07
Fidelity Asset Allocation Private Pool Class S8 Inc Canadian Neutral Balanced No 2.08
Fidelity Asset Allocation Private Pool Class F5 Inc Canadian Neutral Balanced No 0.96
Fidelity Asset Allocation Private Pool Class F Inc Canadian Neutral Balanced No 0.96
Counsel Global Dividend Series I Global Dividend & Income Equity No 0.17
Counsel Global Dividend Series F Global Dividend & Income Equity No 1.17
Counsel Global Dividend Series A Global Dividend & Income Equity No 2.38
Counsel Global Small Cap Series I Global Small/Mid Cap Equity Yes 0.17
G520 2038 Q4 Fund Class A Tactical Balanced No 3.09
CI G520 2038 Q3 Fund Class A Tactical Balanced No 3.07
CI G5 20 2039 Q2 Fund Class A CAN Inc Tactical Balanced No 3.01
CI G5 20 2039 Q2 Fund Class F CAN Inc Tactical Balanced No 1.87
Counsel Global Fixed Income Fund Series P Global Fixed Income No 0.17
Invesco Global Small Cap Equity Pool Global Small/Mid Cap Equity No
TD Mgd Balanced Growth Port I Global Neutral Balanced No 2.19
TD Mgd Maximum Equity Growth Port I Global Equity No 2.42
BMO MatchMaker Strategic Balanced Port Global Neutral Balanced No 2.25
TD Mgd Maximum Equity Growth Port A Global Equity No 2.48
Primerica Balanced Yield Fund Global Neutral Balanced No 2.16
Primerica Global Equity Fund Global Equity No 2.64
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