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
Dynamic Global Asset Allocation Fund Global Equity Balanced 2.3
Quadrus Mackenzie Ivy Global Balanced Global Equity Balanced Yes 2.34
Quadrus Mackenzie Ivy Global Balanced Global Equity Balanced Yes 2.23
Quadrus Mackenzie Ivy Global Balanced Global Equity Balanced Yes 1.07
Quadrus Mackenzie Ivy Global Balanced Global Equity Balanced Yes 1.05
Quadrus Mackenzie Ivy Global Balanced Global Equity Balanced Yes 1.21
Canada Life Mid Cap Canada Fund (GWLIM) Canadian Focused Small/Mid Cap Equity No 1.47
Quadrus Mackenzie Ivy Global Balanced Global Equity Balanced Yes 1.19
Manulife International Eq Priv Tr International Equity Yes 1.12
Manulife International Eq Priv Tr International Equity Yes 1.14
Manulife International Eq Priv Tr International Equity Yes 1.13
Manulife International Eq Priv Tr International Equity Yes 2.17
Manulife International Eq Priv Tr International Equity Yes 2.17
Manulife International Eq Priv Tr International Equity Yes 1.14
Manulife International Eq Priv Tr International Equity Yes 2.46
Manulife International Eq Priv Tr International Equity Yes 2.42
Fidelity Asiastar Fund Asia Pacific Equity Yes 2.52
Fidelity Asiastar Fund Asia Pacific Equity Yes 2.32
Invesco US Small Companies Class US Small/Mid Cap Equity Yes 2.94
Fidelity Global Telecommunications Fund Sector Equity Yes 2.33
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