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 | ||