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 Balanced Portfolio Global Neutral Balanced Yes 2.07
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 2.23
Desjardins SocieTerra Balanced Portfolio Global Neutral Balanced Yes 0.85
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 0.98
IA Clarington Inhance Balanced SRI Port Canadian Neutral Balanced Yes 1.13
Desjardins SocieTerra Growth Portfolio Global Neutral Balanced Yes Yes 2.14
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes Yes 2.35
Desjardins SocieTerra Conservative Port Global Fixed Income Balanced Yes 0.82
IA Clarington Inhance Mod SRI Port Canadian Fixed Income Balanced Yes 1
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes Yes 1.12
Desjardins SocieTerra Maximum Gr Port Global Equity Balanced Yes Yes 2.25
Desjardins SocieTerra Conservative Port Global Fixed Income Balanced Yes 1.81
IA Clarington Inhance Balanced SRI Port Canadian Neutral Balanced Yes 1.1
IA Clarington Inhance Monthly Inc SRI Fd Canadian Equity Balanced Yes Yes 1.06
Desjardins SocieTerra Conservative Port Global Fixed Income Balanced Yes 1.88
Desjardins SocieTerra Balanced Portfolio Global Neutral Balanced Yes 2.12
NEI Environmental Leaders Fund Global Equity Yes Yes 1.37
NEI Environmental Leaders Fund Global Equity Yes Yes 2.54
NEI Environmental Leaders Fund Global Equity Yes Yes 2.16
NEI Environmental Leaders Fund Global Equity Yes Yes 1.03
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