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
|
---|---|---|---|---|---|---|
AGF Global Sustainable Growth Equity Fund Series F | Global Equity | Yes | Yes | 0.75 | ||
NEI Select Income & Growth RS Portfolio A | Global Fixed Income Balanced | Yes | No | 1.99 | ||
NEI Select Income & Growth RS Portfolio F | Global Fixed Income Balanced | Yes | No | 0.92 | ||
NEI US Equity RS Fund F | US Equity | Yes | Yes | 1.1 | ||
RBC Vision Balanced Fund D | Global Equity Balanced | Yes | No | 1.2 | ||
RBC Vision Balanced Fund F | Global Equity Balanced | Yes | No | 0.95 | ||
RBC Vision Balanced Fund A | Global Equity Balanced | Yes | No | 2.07 | ||
FMOQ Omniresponsable Fund | Global Equity Balanced | Yes | Yes | |||
NEI Conservative Yield Portfolio A | Global Fixed Income Balanced | Yes | No | 1.74 | ||
NEI Conservative Yield Portfolio F | Global Fixed Income Balanced | Yes | No | 0.87 | ||
IA Clarington Inhance Bond SRI Fund F | Canadian Fixed Income | Yes | Yes | 0.9 | ||
IA Clarington Inhance Bond SRI Fund B | Canadian Fixed Income | Yes | Yes | 1.43 | ||
IA Clarington Inhance Bond SRI Fund E | Canadian Fixed Income | Yes | Yes | 1.42 | ||
RBC Vision Balanced Fund DZ | Global Equity Balanced | Yes | No | 0.93 | ||
Mackenzie Global Women's Leadership Fund PW | Global Equity | Yes | Yes | 1.89 | ||
Mackenzie Global Women's Leadership Fund FB | Global Equity | Yes | Yes | 0.92 | ||
Mackenzie Global Women's Leadership Fund F8 | Global Equity | Yes | Yes | 0.76 | ||
Mackenzie Global Women's Leadership Fund A | Global Equity | Yes | Yes | 2.01 | ||
Mackenzie Global Women's Leadership Fund D | Global Equity | Yes | Yes | 0.85 | ||
Mackenzie Global Women's Leadership Fund F | Global Equity | Yes | Yes | 0.78 | ||