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
Counsel US Value Series A US Equity No 2.39
Counsel US Value Series F US Equity No 1.17
Counsel US Value Series E US Equity No 2.2
Counsel US Value Series I US Equity No 0.17
Fidelity Concentrated Value Private Pool Ser F5 Canadian Focused Equity No 1.02
Fidelity Concentrated Value Private Pool Ser F8 Canadian Focused Equity No 1.03
Fidelity Concentrated Value Private Pool Ser S8 Canadian Focused Equity No 2.13
Fidelity Concentrated Value Private Pool Ser F Canadian Focused Equity No 1.02
Fidelity Concentrated Value Private Pool Ser B Canadian Focused Equity No 2.13
Fidelity Concentrated Value Private Pool Ser S5 Canadian Focused Equity No 2.15
Counsel High Yield Fixed Income Series I High Yield Fixed Income 0.16
Counsel High Yield Fixed Income Series A High Yield Fixed Income 1.83
Counsel High Yield Fixed Income Series F High Yield Fixed Income 0.92
DFS GIF – Canadian Small Cap Equity – NEI 7 Canadian Small/Mid Cap Equity 2.59
DFS GIF – Canadian Small Cap Equity – NEI 3 Canadian Small/Mid Cap Equity 3.86
iA Global Dividend (Dynamic) SRP 75/100 Global Equity Yes 3.35
iA Fidelity American High Yield Currency Neutral SRP 75/100 High Yield Fixed Income 2.72
DFS GIF – Canadian Small Cap Equity – NEI 8 Canadian Small/Mid Cap Equity 2.72
U.S. Equity Value Currency Hedged Pool E US Equity No 2.36
U.S. Equity Value Currency Hedged Pool F US Equity No 1.24
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