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.

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 U.S. Mid-Cap Growth Equity Fund US Small/Mid Cap Equity Yes 0.94
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 Fund Emerging Markets Equity Yes 1.27
RBC Emerging Markets Equity Class Emerging Markets Equity Yes 1.04
TD Canadian Low Volatility Fund Canadian Equity No 1.24
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced 2.4
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced 1.29
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced 2.38
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes 2.51
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes 2.51
Quadrus Mac Glb Growth Cl Global Equity Yes 2.15
RBC Emerging Markets Equity Class Emerging Markets Equity Yes 1.3
RBC Emerging Markets Equity Class Emerging Markets Equity Yes 2.25
Guardian International Equity Fund International Equity Yes 1.84
IA Clarington Inhance Monthly Inc SRI Fd Canadian Equity Balanced No 1.05
Invesco Canadian Premier Growth Class Canadian Focused Equity No 2.26
BMO Asian Growth & Income Fund Asia Pacific ex-Japan Equity Yes 2.74
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