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
|
---|---|---|---|---|---|---|
Primerica Income | Canadian Fixed Income Balanced | — | — | 2.04 | ||
Tradex Global Equity | Global Equity | — | Yes | 3.13 | ||
TD Mgd Balanced Growth Port A | Global Neutral Balanced | — | No | 2.18 | ||
Counsel All Equity Portfolio Series A | Global Equity | — | No | 2.45 | ||
Counsel Fixed Income Series A | Global Fixed Income | — | — | 1.43 | ||
Counsel Global Small Cap Series A | Global Small/Mid Cap Equity | — | Yes | 2.44 | ||
TD Mgd Balanced Growth Port P | Global Neutral Balanced | — | No | 1.94 | ||
Counsel Global Small Cap Series F | Global Small/Mid Cap Equity | — | Yes | 1.27 | ||
TD Mgd Maximum Equity Growth Port P | Global Equity | — | No | 2.19 | ||
Counsel Fixed Income Series F | Global Fixed Income | — | — | 0.83 | ||
Counsel All Equity Portfolio Series F | Global Equity | — | No | 1.14 | ||
BMO MatchMaker Strategic Eq Growth Port | Global Equity | — | No | |||
Fidelity Balanced Managed Risk Portfolio B | Global Neutral Balanced | — | No | 2.18 | ||
Fidelity Balanced Managed Risk Portfolio S5 | Global Neutral Balanced | — | No | 2.18 | ||
Fidelity Balanced Managed Risk Portfolio A | Global Neutral Balanced | — | No | 2.48 | ||
Fidelity Balanced Managed Risk Portfolio T5 | Global Neutral Balanced | — | No | 2.73 | ||
Fidelity Balanced Managed Risk Portfolio T8 | Global Neutral Balanced | — | No | 2.52 | ||
Fidelity Balanced Managed Risk Portfolio S8 | Global Neutral Balanced | — | No | 2.2 | ||
Fidelity Balanced Managed Risk Portfolio F5 | Global Neutral Balanced | — | No | 1.02 | ||
Fidelity Balanced Managed Risk Portfolio F | Global Neutral Balanced | — | No | 1.07 | ||