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 Canadian Neutral Balanced Yes 2.24
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 2.4
Desjardins SocieTerra Balanced Portfolio Canadian Neutral Balanced Yes 1.17
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 1.29
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 2.4
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes Yes 2.51
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes Yes 1.38
IA Clarington Inhance Monthly Inc SRI Fd Canadian Equity Balanced Yes No 1.05
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes Yes 2.5
Desjardins SocieTerra Balanced Portfolio Canadian Neutral Balanced Yes 2.28
BMO Sustainable Opportunities Global Eq Global Equity Yes Yes 1.94
Desjardins SocieTerra Balanced Portfolio Canadian Neutral Balanced Yes 2.28
BMO Sustainable Opportunities Global Eq Global Equity Yes Yes 0.83
BMO Sustainable Opportunities Global Eq Global Equity Yes Yes 1.95
BMO Sustainable Opportunities Global Eq Global Equity Yes Yes 1.16
IA Clarington Inhance Growth SRI Port Canadian Equity Balanced Yes 2.18
Desjardins SocieTerra American Equity US Equity Yes Yes 2.33
Desjardins SocieTerra American Equity US Equity Yes Yes 2.23
Desjardins SocieTerra American Equity US Equity Yes Yes 1.06
IA Clarington Inhance Growth SRI Port Canadian Equity Balanced Yes 2.58
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