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
Desjardins SocieTerra Balanced Portfolio Canadian Neutral Balanced Yes 1.02
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes Yes 2.31
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 2.14
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 1.08
Desjardins SocieTerra Environment Fund Global Equity Yes Yes 2.29
Desjardins SocieTerra Environment Fund Global Equity Yes Yes 1.18
IA Clarington Inhance Monthly Inc SRI Fd Canadian Equity Balanced Yes No 2
NEI US Equity RS Fund US Equity Yes Yes 2.29
NEI International Equity RS Fund International Equity Yes Yes 2.33
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 2.4
Desjardins SocieTerra Environment Fund Global Equity Yes Yes 2.39
NEI Global Sustainable Balanced Fund Global Neutral Balanced Yes 2.26
NEI International Equity RS Fund International Equity Yes Yes 1.37
NEI Global Sustainable Balanced Fund Global Neutral Balanced Yes 1.09
Stone Global ESG Strategy Global Equity Balanced Yes Yes 4.41
Stone Global ESG Strategy Global Equity Balanced Yes Yes 3.77
NEI US Equity RS Fund US Equity Yes Yes 1.24
FMOQ omniresponsable Fund Global Equity Balanced Yes
Mackenzie Global Sustnby and Imp Bal Fd Global Neutral Balanced Yes 0.93
Mackenzie Global Sustnby and Imp Bal Fd Global Neutral Balanced Yes 2.09
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