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
iProfile Low Volatility Private Pool I Global Equity No 0.62
iProfile ETF Private Pool TI Global Equity No 0.11
iProfile ETF Private Pool I Global Equity No 0.11
Portland Life Sciences Alt Fund Series A Alternative Equity Focused Yes 2.53
Portland Life Sciences Alt Fund Series F Alternative Equity Focused Yes 1.42
Fidelity Asset Allocation Private Pool Trust F Canadian Neutral Balanced No 0.96
Fidelity Asset Allocation Private Pool Trust B Canadian Neutral Balanced No 2.08
Fidelity Asset Allocation Private Pool Trust S8 Canadian Neutral Balanced No 2.06
Fidelity Asset Allocation Private Pool Trust S5 Canadian Neutral Balanced No 2.1
Fidelity Asset Allocation Private Pool Trust F5 Canadian Neutral Balanced No 0.97
Fidelity Asset Allocation Private Pool Trust F8 Canadian Neutral Balanced No 0.98
Fidelity Asset Allocation Private Pool Trust I Canadian Neutral Balanced No 2.09
Fidelity Asset Allocation Private Pool Trust I5 Canadian Neutral Balanced No 1.84
Fidelity Asset Allocation Private Pool Trust I8 Canadian Neutral Balanced No 2.13
Fidelity Balanced Private Pool Trust F Global Neutral Balanced No 0.91
Fidelity Balanced Private Pool Trust B Global Neutral Balanced No 2.03
Fidelity Balanced Private Pool Trust S8 Global Neutral Balanced No 2.05
Fidelity Balanced Private Pool Trust S5 Global Neutral Balanced No 2.03
Fidelity Balanced Private Pool Trust F5 Global Neutral Balanced No 0.9
Fidelity Balanced Private Pool Trust F8 Global Neutral Balanced No 0.92
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