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 Balanced Portfolio | Canadian Neutral Balanced | Yes | — | 2.24 | ||
Desjardins SocieTerra Growth Portfolio | Global Neutral Balanced | Yes | Yes | 2.4 | ||
Desjardins SocieTerra Balanced Portfolio | Canadian Neutral Balanced | Yes | — | 1.17 | ||
Desjardins SocieTerra Growth Portfolio | Global Neutral Balanced | Yes | Yes | 1.29 | ||
Desjardins SocieTerra Growth Portfolio | Global Neutral Balanced | Yes | Yes | 2.4 | ||
Desjardins SocieTerra Maximum Gr Port | Global Equity Balanced | Yes | Yes | 2.51 | ||
Desjardins SocieTerra Maximum Gr Port | Global Equity Balanced | Yes | Yes | 1.38 | ||
IA Clarington Inhance Monthly Inc SRI Fd | Canadian Equity Balanced | Yes | No | 1.05 | ||
Desjardins SocieTerra Maximum Gr Port | Global Equity Balanced | Yes | Yes | 2.5 | ||
Desjardins SocieTerra Balanced Portfolio | Canadian Neutral Balanced | Yes | — | 2.28 | ||
BMO Sustainable Opportunities Global Eq | Global Equity | Yes | Yes | 1.94 | ||
Desjardins SocieTerra Balanced Portfolio | Canadian Neutral Balanced | Yes | — | 2.28 | ||
BMO Sustainable Opportunities Global Eq | Global Equity | Yes | Yes | 0.83 | ||
BMO Sustainable Opportunities Global Eq | Global Equity | Yes | Yes | 1.95 | ||
BMO Sustainable Opportunities Global Eq | Global Equity | Yes | Yes | 1.16 | ||
IA Clarington Inhance Growth SRI Port | Canadian Equity Balanced | Yes | — | 2.18 | ||
Desjardins SocieTerra American Equity | US Equity | Yes | Yes | 2.33 | ||
Desjardins SocieTerra American Equity | US Equity | Yes | Yes | 2.23 | ||
Desjardins SocieTerra American Equity | US Equity | Yes | Yes | 1.06 | ||
IA Clarington Inhance Growth SRI Port | Canadian Equity Balanced | Yes | — | 2.58 | ||