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.

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 Intl Eq Fd International Equity Yes Yes 1.52
Desjardins SocieTerra Intl Eq Fd International Equity Yes Yes 2.3
Desjardins SocieTerra Intl Eq Fd International Equity Yes Yes 1.17
NEI Global Sustainable Balanced Fund Global Neutral Balanced Yes 1.96
NEI Global Sustainable Balanced Fund Global Neutral Balanced Yes 0.83
NEI International Equity RS Fund International Equity Yes Yes 2.22
NEI US Equity RS Fund US Equity Yes Yes 2.11
NEI Select Growth RS Portfolio Global Equity Balanced Yes No 2.09
NEI Select Growth RS Portfolio Global Equity Balanced Yes No 1
NEI International Equity RS Fund International Equity Yes Yes 1.12
NEI US Equity RS Fund US Equity Yes Yes 0.95
Mackenzie Global Sustnby and Imp Bal Fd Global Neutral Balanced Yes 1.95
Fidelity Women's Leadership Fund US Equity Yes Yes 2.32
Fidelity Women's Leadership Fund US Equity Yes Yes 2.34
Fidelity Women's Leadership Fund US Equity Yes Yes 0.95
Fidelity Women's Leadership Fund US Equity Yes Yes 0.81
Fidelity Women's Leadership Fund US Equity Yes Yes 2.27
Fidelity Women's Leadership Fund US Equity Yes Yes 2.13
Fidelity Women's Leadership Sst Ccy H Fd US Equity Yes Yes 2.6
Fidelity Women's Leadership Sst Ccy H Fd US Equity Yes Yes 2.62
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