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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
SaskWorks Venture Fund Diversified Class Retail Venture Capital No 5.9
SaskWorks Venture Fund Resources Class Retail Venture Capital No 5.9
SaskWorks Venture Fund Diversified Class Retail Venture Capital No 7.91
SaskWorks Venture Fund Resources Class Retail Venture Capital No 7.91
SaskWorks Venture Fund Diversified Class Retail Venture Capital No 7.62
SaskWorks Venture Fund Resources Class Retail Venture Capital No 7.62
Purpose Multi-Strategy Market Neutral Fd Alternative Market Neutral 1.1
Purpose Tactical Hedged Eq Fd (N-C Hdg) Alternative Equity Focused No 2.07
Purpose Multi-Strategy Market Neutral Fd Alternative Market Neutral 2.19
Purpose Tactical Hedged Eq Fd (N-C Hdg) Alternative Equity Focused No 0.97
IA Clarington Loomis Global Allocation Global Equity Balanced Yes 2.17
IA Clarington Loomis Global Allocation Global Equity Balanced Yes 2.15
RBC Emerging Markets Equity Fund Emerging Markets Equity Yes 2.22
RBC Emerging Markets Equity Fund Emerging Markets Equity Yes 1
RBC Emerging Markets Equity Fund Emerging Markets Equity Yes 1.26
TD Science & Technology Fund Sector Equity Yes 1.92
Mackenzie US All Cap Growth Fund US Equity Yes 2.16
Mackenzie US All Cap Growth Fund US Equity Yes 1.42
RBC U.S. Mid-Cap Growth Equity Fund US Small/Mid Cap Equity Yes 0.93
Guardian Short Duration Bond Fund Canadian Short Term Fixed Income 0.95
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