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
|
---|---|---|---|---|---|---|
IA Clarington Inhance Monthly Inc SRI Fd | Canadian Equity Balanced | Yes | No | 2.46 | ||
North Growth US Equity Advisor Fund | US Equity | Yes | Yes | 0.7 | ||
North Growth US Equity Advisor Fund | US Equity | Yes | Yes | 1 | ||
Stone Global Sustainability | Global Equity | Yes | Yes | 3.05 | ||
Stone Global Sustainability | Global Equity | Yes | Yes | 3.69 | ||
Stone Global Sustainability | Global Equity | Yes | Yes | 3.17 | ||
Stone Global Sustainability | Global Equity | Yes | Yes | 1.99 | ||
Desjardins SocieTerra Balanced Portfolio | Canadian Neutral Balanced | Yes | — | 2.27 | ||
Desjardins SocieTerra Maximum Gr Port | Global Equity Balanced | Yes | Yes | 1.91 | ||
North Growth US Equity Advisor Fund | US Equity | Yes | Yes | 0.7 | ||
IA Clarington Inhance Monthly Inc SRI Fd | Canadian Equity Balanced | Yes | No | 1.05 | ||
IA Clarington Inhance Growth SRI Port | Canadian Equity Balanced | Yes | — | 1.13 | ||
NEI Select Growth RS Portfolio | Global Equity Balanced | Yes | No | 1.33 | ||
NEI Select Growth RS Portfolio | Global Equity Balanced | Yes | No | 2.44 | ||
North Growth US Equity Advisor Fund | US Equity | Yes | Yes | 1 | ||
IA Clarington Inhance Growth SRI Port | Canadian Equity Balanced | Yes | — | 2.31 | ||
IA Clarington Inhance Monthly Inc SRI Fd | Canadian Equity Balanced | Yes | No | 2.27 | ||
Stone Global Sustainability | Global Equity | Yes | Yes | 3.61 | ||
Desjardins SocieTerra Maximum Gr Port | Global Equity Balanced | Yes | Yes | 1.17 | ||
Desjardins SocieTerra Balanced Portfolio | Canadian Neutral Balanced | Yes | — | 2.02 | ||