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
BMO Sustainable Opportunities Global Eq Global Equity Yes 0.87
IA Clarington Inhance Growth SRI Port Canadian Equity Balanced 2.18
IA Clarington Inhance Growth SRI Port Canadian Equity Balanced 2.58
Quadrus Mac Glb Growth Cl Global Equity Yes 1.41
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 2.71
BMO Sustainable Opportunities Global Eq Global Equity Yes 2.02
BMO Sustainable Opportunities Global Eq Global Equity Yes 1.19
Manulife World Investment Fund International Equity Yes 1.93
Desjardins SocieTerra American Equity US Equity Yes 2.33
Desjardins SocieTerra American Equity US Equity Yes 2.29
Desjardins SocieTerra American Equity US Equity Yes 1.12
Sentry Intl Equity Income Pvt Pool International Equity 1.16
Sentry Intl Equity Income Pvt Pool International Equity 2.33
Quadrus Mackenzie Ivy Global Balanced Global Equity Balanced Yes 1.94
Quadrus Mackenzie Ivy Global Balanced Global Equity Balanced Yes 2
IA Clarington Inhance Monthly Inc SRI Fd Canadian Equity Balanced No 2.46
Invesco Global Endeavour Class Global Equity Yes 2.21
Invesco Global Endeavour Class Global Equity Yes 1.39
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