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
Canada Life Canadian Value Fund W Canadian Equity No 2.22
Canada Life Canadian Value Fund W5 Canadian Equity No 2.25
Canada Life Canadian Value Fund W8 Canadian Equity No 2.13
Canada Life Canadian Value Fund QF Canadian Equity No 1.49
Canada Life Canadian Value Fund QF5 Canadian Equity No 1.41
Canada Life Canadian Value Fund QFW Canadian Equity No 1.11
Canada Life Canadian Value Fund QFW5 Canadian Equity No 1.05
IA Clarington Loomis Global Multisector Bond Fund, Series A Multi-Sector Fixed Income 1.5
IA Clarington Loomis Global Multisector Bond Fund, Series E Multi-Sector Fixed Income 1.38
IA Clarington Loomis Global Multisector Bond Fund, Series F Multi-Sector Fixed Income 0.93
BlueBay $U.S. Global High Yield Bond Fund (Canada) A High Yield Fixed Income 1.68
BlueBay $U.S. Global High Yield Bond Fund (Canada) F High Yield Fixed Income 0.9
BlueBay $U.S. Global High Yield Bond Fund (Canada) D High Yield Fixed Income 1.05
CI Disciplined Growth Private Portfolio North American Equity
IA Clarington Loomis Global Multisector Bond Fund, Series E5 Multi-Sector Fixed Income 1.43
IA Clarington Loomis Global Multisector Bond Fund, Series F5 Multi-Sector Fixed Income 0.96
IA Clarington Loomis Global Multisector Bond Fund, Series L Multi-Sector Fixed Income 1.51
IA Clarington Loomis Global Multisector Bond Fund, Series T5 Multi-Sector Fixed Income 1.5
IPC Private Wealth Visio Balanced Income Pool A Global Neutral Balanced No 2.28
IPC Private Wealth Visio Balanced Income Pool F Global Neutral Balanced No 1.14
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