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 | ||