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
|
Sustainability Rating
|
Low Carbon
|
MER %
|
Morningstar Rating for Funds
|
|---|---|---|---|---|---|
| RBC Emerging Markets Equity Fund | Emerging Markets Equity | Yes | 1 | ||
| RBC U.S. Mid-Cap Growth Equity Fund | US Small/Mid Cap Equity | Yes | 0.94 | ||
| Desjardins SocieTerra Balanced Portfolio | Canadian Neutral Balanced | — | 1.17 | ||
| Guardian Fundamental Global Equity Fund | Global Equity | Yes | 1.9 | ||
| Desjardins SocieTerra Growth Portfolio | Global Neutral Balanced | Yes | 1.29 | ||
| Desjardins SocieTerra Maximum Gr Port | Global Equity Balanced | Yes | 1.38 | ||
| RBC Emerging Markets Equity Fund | Emerging Markets Equity | Yes | 2.22 | ||
| RBC Emerging Markets Equity Fund | Emerging Markets Equity | Yes | 1.27 | ||
| Purpose Best Ideas Fund | North American Equity | Yes | 0.8 | ||
| Purpose Best Ideas Fund (N-C Hdg) | North American Equity | Yes | 0.79 | ||
| Purpose Best Ideas Fund (N-C Hdg) | North American Equity | Yes | 1.87 | ||
| Desjardins SocieTerra Balanced Portfolio | Canadian Neutral Balanced | — | 2.24 | ||
| Desjardins SocieTerra Growth Portfolio | Global Neutral Balanced | Yes | 2.4 | ||
| Desjardins SocieTerra Growth Portfolio | Global Neutral Balanced | Yes | 2.4 | ||
| Desjardins SocieTerra Maximum Gr Port | Global Equity Balanced | Yes | 2.51 | ||
| RBC Emerging Markets Equity Class | Emerging Markets Equity | Yes | 1.3 | ||
| RBC Emerging Markets Equity Class | Emerging Markets Equity | Yes | 2.23 | ||
| RBC Emerging Markets Equity Class | Emerging Markets Equity | Yes | 1.04 | ||
| Guardian International Equity Fund | International Equity | Yes | 1.84 | ||
| Purpose Best Ideas Fund | North American Equity | Yes | 1.85 | ||
