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
Desjardins SocieTerra Balanced Portfolio R5 Global Neutral Balanced Yes Yes 2.07
Desjardins SocieTerra Growth Portfolio T5 Global Neutral Balanced Yes Yes 2.23
Desjardins SocieTerra Balanced Portfolio S5 Global Neutral Balanced Yes Yes 0.84
Desjardins SocieTerra Growth Portfolio S5 Global Neutral Balanced Yes Yes 0.98
IA Clarington Inhance Balanced SRI Portfolio - Series F Canadian Neutral Balanced Yes Yes 1.14
Desjardins SocieTerra Growth Portfolio R5 Global Neutral Balanced Yes Yes 2.11
Desjardins SocieTerra Maximum Growth Portfolio T6 Global Equity Balanced Yes Yes 2.35
IA Clarington Inhance Moderate SRI Portfolio - Series F6 Canadian Fixed Income Balanced Yes Yes 1
Desjardins SocieTerra Maximum Growth Portfolio S6 Global Equity Balanced Yes Yes 1.17
Desjardins SocieTerra Maximum Growth Portfolio R6 Global Equity Balanced Yes Yes 2.22
IA Clarington Inhance Balanced SRI Portfolio - Series F6 Canadian Neutral Balanced Yes Yes 1.1
IA Clarington Inhance Monthly Income SRI Fund, Series EF6 Canadian Equity Balanced Yes No 1.05
Desjardins SocieTerra Balanced Portfolio T5 Global Neutral Balanced Yes Yes 2.12
NEI Environmental Leaders Fund Series F Global Equity Yes Yes 1.22
NEI Environmental Leaders Fund Series A Global Equity Yes Yes 2.37
NEI Environmental Leaders Fund Series P Global Equity Yes Yes 2.02
NEI Environmental Leaders Fund Series PF Global Equity Yes Yes 0.88
BMO Sustainable Opportunities Global Equity Fund A Global Equity Yes Yes 1.83
Desjardins SocieTerra Balanced Portfolio Z5 Global Neutral Balanced Yes Yes 1.55
BMO Women in Leadership Fund Advisor Series North American Equity Yes No 1.46
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