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 Global Equity+ Fund - B USD Global Equity No 2.3
Fidelity Global Equity+ Fund - S8 USD Global Equity No 2.25
Fidelity Global Equity+ Fund - F5 USD Global Equity No 1.19
Fidelity Global Equity+ Fund - F8 USD Global Equity No 1.13
Fidelity Global Equity+ Fund - S5 USD Global Equity No 2.29
IA Clarington Loomis Global Multisector Bond Fund, Series W Multi-Sector Fixed Income 0.83
Yorkville Focused Growth Class A US Equity Yes 3.99
Yorkville Focused Growth Class Series F CAD US Equity Yes 1.4
CI Canada Quality Dividend Growth Index Fund Series P Canadian Dividend & Income Equity No 0.07
CI Canada Quality Dividend Growth Index Fund Series A Canadian Dividend & Income Equity No 1.38
CI Canada Quality Dividend Growth Index Fund Series F Canadian Dividend & Income Equity No 0.25
CIBC Private Wealth U.S. Core Equity Pool Series F US Equity No 0.28
Fidelity Global Equity+ Balanced Fund B Global Neutral Balanced No 2.27
Fidelity Global Equity+ Balanced Fund S5 Global Neutral Balanced No 2.34
Fidelity Global Equity+ Balanced Fd F5 Global Neutral Balanced No 1.12
Fidelity Global Equity+ Balanced Fund F Global Neutral Balanced No 1.14
Fidelity Global Equity+ Balanced Fund S8 Global Neutral Balanced No 2.16
Fidelity Global Equity+ Balanced Fd F8 Global Neutral Balanced No 1.08
Fidelity Global Equity+ Balanced Fund B USD Global Neutral Balanced No 2.27
Fidelity Global Equity+ Balanced Fund S8 USD Global Neutral Balanced No 2.16
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