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
|
|---|---|---|---|---|---|
| Mackenzie Canadian Growth Fund | Canadian Focused Equity | Yes | 1.36 | ||
| Mackenzie Global Growth Class | Global Equity | Yes | 1.44 | ||
| Manulife Canadian Dividend Growth Class | Canadian Dividend & Income Equity | No | 1.03 | ||
| CI North American Dividend Fund | Canadian Dividend & Income Equity | Yes | 1.08 | ||
| CI North American Dividend Fund | Canadian Dividend & Income Equity | Yes | 2.18 | ||
| Purpose Enhanced Premium Yield Fd | Energy Equity | — | 1.96 | ||
| Quadrus Mac Glb Growth Cl | Global Equity | Yes | 1.26 | ||
| Mackenzie Ivy Global Balanced Fund | Global Equity Balanced | Yes | 1.23 | ||
| Canada Life Mid Cap Canada Fund (GWLIM) | Canadian Focused Small/Mid Cap Equity | No | 1.35 | ||
| Mackenzie US Growth Class | US Equity | Yes | 1.4 | ||
| Mackenzie Ivy Global Balanced Fund | Global Equity Balanced | Yes | 1.21 | ||
| Manulife Fundamental Dividend Class | Canadian Dividend & Income Equity | No | 1.13 | ||
| RBC International Dividend Growth Fund | International Equity | Yes | 2.08 | ||
| RBC International Dividend Growth Fund | International Equity | Yes | 2.15 | ||
| NBI US Equity Fund | US Equity | Yes | 1.01 | ||
| Invesco Canadian Premier Growth Class | Canadian Focused Equity | No | 0.79 | ||
| Counsel Retirement Accumulation Port | Global Equity Balanced | — | 1.26 | ||
| Counsel Retirement Foundation Portfolio | Global Equity Balanced | — | 1.21 | ||
| BMO Asian Growth & Income Fund | Asia Pacific ex-Japan Equity | Yes | 1.36 | ||
| Counsel Retirement Accumulation Port | Global Equity Balanced | — | 2.55 | ||
