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 Balanced Managed Risk Portfolio F8 Global Neutral Balanced No 1.07
Fidelity Balanced Managed Risk Portfolio F8 USD Global Neutral Balanced No 1.07
Fidelity Balanced Managed Risk Portfolio T8 USD Global Neutral Balanced No 2.52
Fidelity Balanced Managed Risk Portfolio B USD Global Neutral Balanced No 2.18
Fidelity Balanced Managed Risk Portfolio A USD Global Neutral Balanced No 2.48
Fidelity Balanced Managed Risk Portfolio T5 USD Global Neutral Balanced No 2.73
Fidelity Balanced Managed Risk Portfolio S5 USD Global Neutral Balanced No 2.18
Fidelity Balanced Managed Risk Portfolio F USD Global Neutral Balanced No 1.07
Fidelity Balanced Managed Risk Portfolio F5 USD Global Neutral Balanced No 1.02
Fidelity Balanced Managed Risk Portfolio S8 USD Global Neutral Balanced No 2.2
TD Managed Balanced Growth ETF Portfolio D Global Neutral Balanced No 0.5
TD Managed Maximum Equity Growth ETF Portfolio D Global Equity No 0.5
iA Fidelity True North SRP 75/100 Canadian Equity No 3.15
iA Strategic Income SRP 75/100 Canadian Neutral Balanced No 2.8
iA Indexia Aggressive SRP 75/75 & My Education+ Global Equity No 1.99
Starlight Global Real Estate Series T6 Real Estate Equity Yes 2.4
Starlight Global Real Estate Series A Real Estate Equity Yes 2.35
Starlight Global Real Estate Series FT6 Real Estate Equity Yes 1.28
Starlight Global Real Estate Series F Real Estate Equity Yes 1.24
TD Mgd Balanced Growth Port D Global Neutral Balanced No 1
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