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
Manulife Canadian Dividend Growth Class Canadian Dividend & Income Equity No 1.04
Manulife Fundamental Dividend Class Canadian Dividend & Income Equity No 0.14
Purpose Enhanced Premium Yield Fd Energy Equity 1.94
CI North American Dividend Fund Canadian Dividend & Income Equity Yes 2.69
Manulife Canadian Dividend Growth Class Canadian Dividend & Income Equity No 2.3
Manulife Fundamental Dividend Class Canadian Dividend & Income Equity No 2.3
Manulife Fundamental Dividend Class Canadian Dividend & Income Equity No 1.11
Manulife Fundamental Dividend Fund Canadian Dividend & Income Equity No 1.13
NBI US Equity Fund US Equity Yes 2.3
NBI Canadian Equity Growth Fund Canadian Focused Equity Yes 1.04
RBC International Dividend Growth Fund International Equity Yes 1.02
Manulife Fundamental Dividend Fund Canadian Dividend & Income Equity No 2.23
RBC International Dividend Growth Fund International Equity Yes 1.27
NBI US Equity Fund US Equity Yes 1.03
Manulife Canadian Dividend Growth Fund Canadian Dividend & Income Equity No 1.02
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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