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
|
---|---|---|---|---|---|---|
NEI Select Growth RS Portfolio F | Global Equity Balanced | Yes | No | 1.27 | ||
NEI Select Growth RS Portfolio A | Global Equity Balanced | Yes | No | 2.36 | ||
IA Clarington Inhance Canadian Equity SRI Class F | Canadian Equity | Yes | Yes | 1.14 | ||
IA Clarington Inhance Canadian Equity SRI Class A | Canadian Equity | Yes | Yes | 2.44 | ||
NEI Select Growth & Income RS Portfolio F | Global Equity Balanced | Yes | No | 1.2 | ||
NEI Select Growth & Income RS Portfolio A | Global Equity Balanced | Yes | No | 2.32 | ||
NEI Select Income RS Portfolio A | Global Fixed Income Balanced | Yes | No | 1.72 | ||
Desjardins Sustainable Conservative Portfolio F | Global Fixed Income Balanced | Yes | Yes | 0.8 | ||
Desjardins Sustainable Balanced Portfolio C | Global Neutral Balanced | Yes | Yes | 2.04 | ||
Desjardins Sustainable Balanced Portfolio F | Global Neutral Balanced | Yes | Yes | 0.84 | ||
Desjardins Sustainable Conservative Portfolio C | Global Fixed Income Balanced | Yes | Yes | 1.8 | ||
NEI Select Income RS Portfolio F | Global Fixed Income Balanced | Yes | No | 0.92 | ||
BMO Sustainable Global Balanced Fund A | Global Neutral Balanced | Yes | Yes | 2.1 | ||
BMO Sustainable Global Balanced Fund F | Global Neutral Balanced | Yes | Yes | 0.87 | ||
BMO Sustainable Global Balanced Fund Advisor | Global Neutral Balanced | Yes | Yes | 2.11 | ||
NEI US Equity RS Fund A | US Equity | Yes | Yes | 2.27 | ||
NEI Growth and Income Fund A | Global Equity Balanced | Yes | No | 2.73 | ||
AGF Global Sustainable Growth Equity Fund | Global Equity | Yes | Yes | 2.08 | ||
NEI Global Growth Fund A | Global Equity | Yes | Yes | 2.18 | ||
NEI Global Growth Fund F | Global Equity | Yes | Yes | 1.06 | ||