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 Private Pool Trust I8 USD Global Neutral Balanced No 2.04
Ridgewood Canadian Bond Fund Series A Units Canadian Fixed Income 1.06
Ridgewood Tatical Yield Fund Series A Units Canadian Fixed Income 1.6
Canada Life Strategic Income Fund A Canadian Neutral Balanced No 2.3
Canada Life Strategic Income Fund T5 Canadian Neutral Balanced No 2.21
Canada Life Strategic Income Fund T8 Canadian Neutral Balanced No 2.33
Canada Life Strategic Income Fund F Canadian Neutral Balanced No 0.77
Canada Life Strategic Income Fund F5 Canadian Neutral Balanced No 0.75
Canada Life Strategic Income Fund F8 Canadian Neutral Balanced No 0.74
Canada Life Strategic Income Fund W Canadian Neutral Balanced No 1.89
Canada Life Strategic Income Fund W5 Canadian Neutral Balanced No 1.83
Canada Life Strategic Income Fund W8 Canadian Neutral Balanced No 1.91
Canada Life Strategic Income Fund QF Canadian Neutral Balanced No 1.18
Canada Life Strategic Income Fund QF5 Canadian Neutral Balanced No 1.18
Canada Life Strategic Income Fund QFW Canadian Neutral Balanced No 0.79
Canada Life Strategic Income Fund QFW5 Canadian Neutral Balanced No 0.74
Longevity Pension Fund Class F1 Global Neutral Balanced 0.73
Longevity Pension Fund Class A2 Global Neutral Balanced 1.23
Longevity Pension Fund Class F4 Global Neutral Balanced 0.72
Longevity Pension Fund Accumulation Class A Global Neutral Balanced 1.23
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