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 | |||
