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 Concentrated Value Private Pool Ser I Canadian Focused Equity No 2.12
Fidelity Concentrated Value Private Pool Ser I5 Canadian Focused Equity No 2.18
Fidelity Concentrated Value Private Pool Ser I8 Canadian Focused Equity No 2.13
Fidelity Insights Systematic Currency Hedged Fund - A US Equity No 2.61
Fidelity Insights Systematic Currency Hedged Fund - B US Equity No 2.31
Fidelity Insights Systematic Currency Hedged Fund - F US Equity No 1.19
Fidelity Insights Systematic Currency Hedged Fund - F5 US Equity No 1.2
Fidelity Insights Systematic Currency Hedged Fund - F8 US Equity No 1.21
Fidelity Insights Systematic Currency Hedged Fund - S8 US Equity No 2.31
Fidelity Insights Systematic Currency Hedged Fund - S5 US Equity No 2.36
Fidelity Insights Systematic Currency Hedged Fund - T5 US Equity No 2.65
Fidelity Insights Systematic Currency Hedged Fund - T8 US Equity No 2.67
DFA World Equity Portfolio Class A Global Equity No 1.44
DFA World Equity Portfolio Class F Global Equity No 0.32
Canada Life Canadian Value Fund A Canadian Equity No 2.58
Canada Life Canadian Value Fund T5 Canadian Equity No 2.6
Canada Life Canadian Value Fund T8 Canadian Equity No 2.5
Canada Life Canadian Value Fund F Canadian Equity No 1.1
Canada Life Canadian Value Fund F5 Canadian Equity No 1.05
Canada Life Canadian Value Fund F8 Canadian Equity No 1.08
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