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
Mackenzie All-Equity ETF Portfolio FB Global Equity No 0.79
Mackenzie All-Equity ETF Portfolio FB5 Global Equity No 0.79
Mackenzie All-Equity ETF Portfolio PW Global Equity No 1.84
Mackenzie All-Equity ETF Portfolio PWR Global Equity No 1.7
Mackenzie All-Equity ETF Portfolio PWFB Global Equity No 0.68
Mackenzie All-Equity ETF Portfolio PWFB5 Global Equity No 0.68
Mackenzie All-Equity ETF Portfolio PWT5 Global Equity No 1.8
Mackenzie All-Equity ETF Portfolio PWT8 Global Equity No 1.8
Mackenzie All-Equity ETF Portfolio T5 Global Equity No 1.92
Mackenzie All-Equity ETF Portfolio T8 Global Equity No 1.92
Mackenzie All-Equity ETF Portfolio AR Global Equity No 1.98
Dynamic Active Conservative ETF Portfolio A Global Fixed Income Balanced No 1.8
Dynamic Active Conservative ETF Portfolio F Global Fixed Income Balanced No 0.61
Dynamic Active Conservative ETF Portfolio T Global Fixed Income Balanced No 1.75
Dynamic Active Income ETF Portfolio A Global Fixed Income Balanced No 1.47
Dynamic Active Income ETF Portfolio F Global Fixed Income Balanced No 0.64
Dynamic Active Income ETF Portfolio T Global Fixed Income Balanced No 1.48
IA Clarington Loomis U.S. All Cap Growth Fund, Series W US Equity Yes 1.08
Purpose Tactical Thematic Class A Global Equity No 2.17
Purpose Tactical Thematic Class F Global Equity No 1.06
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