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
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
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