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
Purpose Active Balanced Fund A Global Neutral Balanced No 1.61
Purpose Active Balanced Fund F Global Neutral Balanced No 0.48
Dynamic Active Income ETF Portfolio A USD Global Fixed Income Balanced No 1.47
Dynamic Active Conservative ETF Portfolio A USD Global Fixed Income Balanced No 1.8
Onex International Fund - Series F International Equity Yes 1.09
Onex U.S. Equity Fund - Series F US Equity No 0.74
Yorkville Dividend Income Class Series A CAD Canadian Dividend & Income Equity No 3.39
Yorkville Dividend Income Class Series F CAD Canadian Dividend & Income Equity No 0
Canada Life Strategic Income Fund A USD Canadian Neutral Balanced No
Canada Life Strategic Income W $ Canadian Neutral Balanced No 1.89
NBI Private Equity Master Pooled Fund Private Series Global Equity No
Foundation Wealth Equity Pool E Global Equity No 0.56
Fidelity Global Micro-Cap Fund S5 USD Global Small/Mid Cap Equity 2.33
Fidelity Global Micro-Cap Fund S8 USD Global Small/Mid Cap Equity 2.16
Fidelity Global Micro-Cap Fund F USD Global Small/Mid Cap Equity 1.11
Fidelity Global Micro-Cap Fund B USD Global Small/Mid Cap Equity 2.2
Fidelity Global Micro-Cap Fund S5 Global Small/Mid Cap Equity 2.33
Fidelity Global Micro-Cap Fund F Global Small/Mid Cap Equity 1.11
Fidelity Global Micro-Cap Fund S8 Global Small/Mid Cap Equity 2.16
Fidelity Global Micro-Cap Fund B Global Small/Mid Cap Equity 2.2
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