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
Sustainability Rating
Low Carbon Designation
Management Expense Ratio %
Morningstar Rating for Funds
RBC Emerging Markets Equity Fund Emerging Markets Equity Yes 1
RBC Emerging Markets Equity Fund Emerging Markets Equity Yes 1.27
RBC U.S. Mid-Cap Growth Equity Fund US Small/Mid Cap Equity Yes 0.94
Purpose Best Ideas Fund (N-C Hdg) North American Equity Yes 0.79
Guardian Fundamental Global Equity Fund Global Equity Yes 1.9
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes 1.38
RBC Emerging Markets Equity Fund Emerging Markets Equity Yes 2.22
RBC Emerging Markets Equity Class Emerging Markets Equity Yes 1.3
RBC Emerging Markets Equity Class Emerging Markets Equity Yes 1.04
Purpose Best Ideas Fund (N-C Hdg) North American Equity Yes 1.87
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes 2.4
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes 1.29
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes 2.38
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes 2.51
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes 2.51
RBC Emerging Markets Equity Class Emerging Markets Equity Yes 2.23
Guardian International Equity Fund International Equity Yes 1.84
Purpose Best Ideas Fund North American Equity Yes 0.8
Purpose Best Ideas Fund North American Equity Yes 1.85
IA Clarington Inhance Monthly Inc SRI Fd Canadian Equity Balanced No 1.05
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