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
Sustainability Rating
Low Carbon Designation
Management Expense Ratio %
Morningstar Rating for Funds
Manulife Fundamental Dividend Class Canadian Dividend & Income Equity No 0.14
Purpose Enhanced Premium Yield Fd Energy Equity 1.94
BMO Sustainable Opportunities Global Eq Global Equity Yes 0.87
BMO Sustainable Opportunities Global Eq Global Equity Yes 1.19
Manulife Fundamental Dividend Fund Canadian Dividend & Income Equity No 1.13
NBI US Equity Fund US Equity Yes 2.26
NBI Canadian Equity Growth Fund Canadian Focused Equity Yes 1.04
Manulife Fundamental Dividend Fund Canadian Dividend & Income Equity No 2.23
NBI US Equity Fund US Equity Yes 1.02
Manulife Canadian Dividend Growth Fund Canadian Dividend & Income Equity No 1.02
CI North American Dividend Fund Canadian Dividend & Income Equity Yes 2.69
BMO Sustainable Opportunities Global Eq Global Equity Yes 2.02
Manulife World Investment Fund International Equity Yes 1.5
CI North American Dividend Fund Canadian Dividend & Income Equity Yes 2.69
BMO Sustainable Opportunities Global Eq Global Equity Yes 2.02
Counsel Retirement Foundation Portfolio Global Equity Balanced 2.5
Ninepoint Focused US Dividend Class US Equity No
Ninepoint Focused US Dividend Class US Equity No
Ninepoint Focused US Dividend Class US Equity No
Ninepoint Focused US Dividend Class US Equity No
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