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
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