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 F | Global Neutral Balanced | — | No | 0.48 | ||
Purpose Active Balanced Fund A | Global Neutral Balanced | — | No | 1.61 | ||
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 B USD | Global Small/Mid Cap Equity | — | — | 2.2 | ||
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 S5 USD | Global Small/Mid Cap Equity | — | — | 2.33 | ||
Fidelity Global Micro-Cap Fund S5 | Global Small/Mid Cap Equity | — | — | 2.33 | ||
Fidelity Global Micro-Cap Fund B | Global Small/Mid Cap Equity | — | — | 2.2 | ||
Fidelity Global Micro-Cap Fund S8 | Global Small/Mid Cap Equity | — | — | 2.16 | ||
Fidelity Global Micro-Cap Fund F | Global Small/Mid Cap Equity | — | — | 1.11 | ||