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.

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
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