Qualifying Funds and Responsible Investing Flags

Qualifying Funds and Responsible Investing Flags

The Canadian Investment Funds Standards Committee (CIFSC) formally publishes its Responsible Investment (RI) Identification Framework and initial list of identified investment funds. This initial list of funds reflects feedback and ongoing communications with fund manufacturers and is expected to change as the industry and definitions further develop.

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Fund NameESG ExclusionsESG Best-in-ClassESG Integration and EvaluationESG Thematic InvestingESG Related Engagement and StewardshipImpact Investing
Acadian Sustainable Global Eq Fund, LLCYesYesYes
Addenda Global Balanced FundYesYesYes
Addenda Global Diversified Equity FundYesYesYes
Addenda Impact Fixed Income Pooled FundYesYesYes
Addenda Income Focus FundYesYesYes
AGF Global ESG Equity FundYesYes
AGF Global Sustainable Balanced ClassYesYes
AGF Global Sustainable Balanced FundYesYes
AGF Global Sustainable Growth Equity ETFYesYes
AGF Global Sustainable Growth Equity FundYesYes
AGFiQ Global ESG Factors ETFYesYes
Black Diamond Impact Core Equity FundYesYesYes
BMO AM Responsible Global Equity ESG FundYesYesYes
BMO Balanced ESG ETFYesYes
BMO Balanced ESG ETF GIFYesYes
BMO Brookfield Global Renewables Infrastructure FundYesYes
BMO Clean Energy ETF FundYes
BMO Clean Energy Index ETFYes
BMO ESG Corporate Bond Index ETFYesYes
BMO ESG High Yield US Corporate Bond Index ETFYesYes
BMO ESG US Corporate Bond Hedged to CAD Index ETFYesYes
BMO MSCI ACWI Paris Aligned Climate Equity Index ETFYesYesYes
BMO MSCI Canada ESG Leaders Index ETFYesYes
BMO MSCI China ESG Leaders Index ETFYesYes
BMO MSCI EAFE ESG Leaders Index ETFYesYes
BMO MSCI Global ESG Leaders Index ETFYesYes
BMO MSCI India ESG Leaders Index ETFYesYes
BMO MSCI USA ESG Leaders Index ETFYesYes
BMO SDG Engagement Global Equity FundYesYesYesYesYes
BMO Sustainable Balanced PortfolioYes
BMO Sustainable Bond FundYesYesYes
BMO Sustainable Conservative PortfolioYes
BMO Sustainable Global Balanced FundYesYesYes
BMO Sustainable Global Multi-Sector Bond FundYesYesYes
BMO Sustainable Global Multi-Sector Bond GIFYesYesYes
BMO Sustainable Growth PortfolioYes
BMO Sustainable Income PortfolioYes
BMO Sustainable Opportunities Canadian Equity FundYesYesYes
BMO Sustainable Opportunities China Equity FundYesYesYes
BMO Sustainable Opportunities Global Equity FundYesYesYesYes
BMO Sustainable Opportunities Global Equity GIFYesYesYesYes
BMO Women in Leadership FundYes
Brompton Sustainable Real Assets Dividend ETFYes
Canada Life ESG US Equity FundYesYesYes
Canada Life Sustainable Balanced PortfolioYes
Canada Life Sustainable Conservative PortfolioYes
Canada Life Sustainable Emerging Markets Equity FundYesYesYes
Canada Life Sustainable Global Bond FundYesYesYes
Canada Life Sustainable Global Equity FundYesYesYes
Canada Life Sustainable Growth PortfolioYes
Canada Life Sustainable Income (JPM)Yes
Canada Life Sustainable Target Date 2025 (JPM)Yes
Canada Life Sustainable Target Date 2030 (JPM)Yes
Canada Life Sustainable Target Date 2035 (JPM)Yes
Canada Life Sustainable Target Date 2040 (JPM)Yes
Canada Life Sustainable Target Date 2045 (JPM)Yes
Canada Life Sustainable Target Date 2050 (JPM)Yes
Canada Life Sustainable Target Date 2055 (JPM)Yes
Canada Life Sustainable Target Date 2060 (JPM)Yes
Canada Life U.S. Carbon Transition Equity FundYesYes
CI Global Climate Leaders FundYes
CI Global Green Bond FundYesYesYes
CI Global Sustainable Infrastructure FundYesYesYesYes
CI Mosaic ESG Balanced ETF PortfolioYes
CI Mosaic ESG Balanced Growth ETF PortfolioYes
CI Mosaic ESG Balanced Income ETF PortfolioYes
CI MSCI World ESG Impact ETFYesYesYesYes
CI MSCI World ESG Impact FundYesYesYesYes
CIBC Clean Energy Index ETFYes
CIBC Sustainable Balanced Growth SolutionYesYesYes
CIBC Sustainable Balanced SolutionYesYesYes
CIBC Sustainable Canadian Core Plus Bond FundYesYesYes
CIBC Sustainable Canadian Equity FundYesYesYes
CIBC Sustainable Conservative Balanced SolutionYesYesYes
CIBC Sustainable Global Equity FundYesYesYes
Co-operators NEI Select Balanced RS PortfolioYesYesYes
Co-operators NEI Select Growth RS PortfolioYesYesYes
Co-operators NEI Select Inc&Grow RS PortfolioYesYesYes
Co-operators NEI Select Income RS PortfolioYesYesYes
Desjardins fin'l SocieTerra Positive Change (Baillie Gifford)YesYesYesYesYes
Desjardins RI Active Canadian BondYesYes
Desjardins RI CanadaYesYes
Desjardins RI Canada MultifactorYesYes
Desjardins RI Developed ex-USA ex-Canada Low CO2 Index ETFYesYes
Desjardins RI Developed ex-USA ex-Canada MultifactorYesYes
Desjardins RI Emerging Markets Low CO2 Index ETFYesYes
Desjardins RI Emerging Markets MultifactorYesYes
Desjardins RI Global MultifactorYesYesYes
Desjardins RI USAYesYes
Desjardins RI USA MultifactorYesYes
Desjardins SocieTerra 100% Equity PortfolioYesYesYesYes
Desjardins SocieTerra American Equity ETFYesYesYesYes
Desjardins SocieTerra American Equity FundYesYesYesYes
Desjardins SocieTerra American Small Cap Equity FundYesYesYesYes
Desjardins SocieTerra Balanced PortfolioYesYesYesYes
Desjardins SocieTerra Canadian Bond FundYesYesYesYes
Desjardins SocieTerra Canadian Equity FundYesYesYesYes
Desjardins SocieTerra Canadian Equity Income FundYesYesYesYes
Desjardins SocieTerra Cleantech FundYesYesYesYesYesYes
Desjardins SocieTerra Conservative PortfolioYesYesYesYes
Desjardins SocieTerra Diversity FundYesYesYesYesYes
Desjardins SocieTerra Emerging Markets Bond FundYesYesYesYes
Desjardins SocieTerra Emerging Markets Equity FundYesYesYesYes
Desjardins SocieTerra Environmental Bond FundYesYesYesYesYesYes
Desjardins SocieTerra Fixed Income PortfolioYesYesYesYes
Desjardins SocieTerra Global Balanced FundYesYesYesYesYesYes
Desjardins SocieTerra Global Bond FundYesYesYesYesYes
Desjardins SocieTerra Global Corporate Bond FundYesYesYesYes
Desjardins SocieTerra Global Dividend FundYesYesYesYes
Desjardins SocieTerra Global Managed Bond FundYesYesYesYes
Desjardins SocieTerra Global Opportunities FundYesYesYesYesYes
Desjardins SocieTerra Growth PortfolioYesYesYesYes
Desjardins SocieTerra International Equity FundYesYesYesYes
Desjardins SocieTerra International Small Cap Equity FundYesYesYesYes
Desjardins SocieTerra Low Volatility Global Equity FundYesYesYesYes
Desjardins SocieTerra Maximum Growth PortfolioYesYesYesYes
Desjardins SocieTerra Moderate PortfolioYesYesYesYes
Desjardins SocieTerra Positive ChangeYesYesYesYesYesYes
Desjardins SocieTerra Short-Term Income FundYesYesYesYes
DFA Global Sustainability Core Equity FundYes
DFS GIF 100% Equity Desjardins SocieTerraYesYesYesYes
DFS GIF - Balanced - Desjardins SocieTerraYesYesYesYes
DFS GIF - Conservative - Desjardins SocieTerraYesYesYesYes
DFS GIF - Growth - Desjardins SocieTerraYesYesYesYes
DFS GIF - Maximum Growth - Desjardins SocieTerraYesYesYesYes
DFS GIF Moderate Desjardins SocieTerraYesYesYesYes
Dynamic Active Energy Evolution ETFYes
Dynamic Energy Evolution FundYes
Dynamic Sustainable Credit FundYes
Dynamic Sustainable Equity FundYes
EHP Global ESG Leaders Alternative FundYesYes
Emerge EMPWR Sustainable Dividend Equity ETFYesYes
Emerge EMPWR Sustainable Emerging Markets Equity ETFYesYes
Emerge EMPWR Sustainable Global Core Equity ETFYesYes
Emerge EMPWR Sustainable Select Growth Equity ETFYesYes
Emerge EMPWR Unified Sustainable Equity ETFYesYes
Empire Life Global Sustainable Equity GIFYes
Encasa Canadian Bond FundYes
Encasa Canadian Short-Term Bond FundYes
Encasa Equity FundYes
Equitable Life ClearBridge Sustainable Global Infrastructure Income FundYesYesYes
Equitable Life Fidelity Climate Leadership Balanced FundYesYes
Equitable Life Fidelity Climate Leadership FundYesYes
Equitable Life NASDAQ 100 ESG Index FundYesYesYes
Equitable Life S&P 500 ESG Index FundYesYesYes
Equitable Life S&P/TSX Composite ESG Index FundYesYesYes
Evolve S&P 500 CleanBeta Fund CAD HedgedYes
Evolve S&P/TSX 60 CleanBeta Fund CAD UnhedgedYes
FÉRIQUE Global Sustainable Development Bond FundYesYesYes
FÉRIQUE Global Sustainable Development Equity FundYesYes
Fidelity Climate Leadership Balanced FundYes
Fidelity Climate Leadership Bond FundYesYes
Fidelity Climate Leadership FundYesYes
Fidelity Sustainable World ETFYesYes
Fidelity Sustainable World ETF FundYesYes
Fidelity Women's Leadership FundYes
Fidelity Women's Leadership Systematic Currency Hedged FundYes
Fiera Canadian Equity Ethical Fossil Fuel Free FundYesYes
Fiera Global Impact FundYesYesYes
First Trust Nasdaq Clean Edge Green Energy ETFYes
FMOQ omniresponsable FundYesYes
Franklin Brandywine Global Sustainable Balanced FundYesYesYes
Franklin Brandywine Global Sustainable Income Optimiser Active ETFYesYesYes
Franklin Brandywine Global Sustainable Income Optimiser FundYesYesYes
Franklin ClearBridge Sustainable Global Infrastructure Income Active ETFYesYesYes
Franklin ClearBridge Sustainable Global Infrastructure Income FundYesYesYes
Franklin ClearBridge Sustainable International Growth Active ETFYesYesYes
Franklin ClearBridge Sustainable International Growth FundYesYesYes
Franklin ClearBridge Sustainable International Growth Fund IIYesYesYes
Franklin ClearBridge U.S. Sustainability Leaders FundYesYes
Franklin Global Aggregate Bond Active ETF (CAD-Hedged)YesYes
Franklin Global Aggregate Bond FundYesYes
Franklin Innovation Active ETFYesYesYes
Franklin Innovation FundYesYesYes
Franklin Martin Currie Sustainable Emerging Markets FundYesYes
Franklin Martin Currie Sustainable Global Equity FundYesYes
Franklin Sustainable Canadian Core Equity FundYesYesYes
Franklin Sustainable International Core Equity FundYesYesYes
Franklin Sustainable U.S. Core Equity FundYesYesYes
Franklin U.S. Opportunities FundYesYesYes
Franklin Western Asset Core Plus Bond Active ETFYesYesYesYes
Franklin Western Asset Core Plus Bond FundYesYesYesYes
GEM Balanced PoolYesYes
GEM Canadian Equity PoolYesYes
GEM Fixed Income PoolYesYes
GEM Global Equity PoolYesYes
Genus Fossil Free CanGlobe Equity FundYes
Genus Fossil Free Corporate Bond FundYes
Genus Fossil Free Dividend Equity FundYes
Genus Fossil Free High Impact Equity FundYes
Global Iman FundYes
Great-West Life SRI Canadian Equity (GWLIM)Yes
GreenWise Balanced PortfolioYesYesYes
GreenWise Conservative PortfolioYesYesYes
GreenWise Growth PortfolioYesYesYes
Guardian Sustainable Balanced 40/60 FundYes
Guardian Sustainable Balanced 60/40 Fund Yes
Guardian Sustainable Growth 80/20 FundYes
Guardian Sustainable Growth 100 FundYes
Guardian Sustainable Income 20/80 FundYes
Guardian Sustainable Income 100 FundYes
Harvest Clean Energy ETFYes
Harvest ESG Equity Income Index ETFYesYes
Horizons Active ESG Corporate Bond ETFYesYes
Horizons Global Sustainability Leaders Index ETFYesYesYesYesYes
Horizons S&P Green Bond Index ETFYesYes
HSBC Sustainable Balanced FundYesYes
IA Clarington Inhance Balanced SRI PortfolioYesYesYes
IA Clarington Inhance Bond SRI FundYesYesYes
IA Clarington Inhance Canadian Equity SRI ClassYesYesYes
IA Clarington Inhance Conservative SRI PortfolioYesYesYes
IA Clarington Inhance Global Equity SRI ClassYesYesYes
IA Clarington Inhance Global Equity SRI FundYesYesYes
IA Clarington Inhance Growth SRI PortfolioYesYesYes
IA Clarington Inhance High Growth SRI PortfolioYesYesYes
IA Clarington Inhance Moderate SRI PortfolioYesYesYes
IA Clarington Inhance Monthly Inc SRI GIF FundYesYesYes
IA Clarington Inhance Monthly Income SRI FundYesYesYes
iA Climate Strategy (Wellington)Yes
iA Fidelity Climate Leadership BalancedYesYes
iA SRI Balanced (Inhance) Ecoflex &My EducationYesYesYesYes
iA SRI Growth (Inhance)YesYesYesYes
iA SRI Moderate (Inhance)YesYesYesYes
iA Sustainable Canadian Equity (iAIM)YesYes
IG Climate Action Portfolio Global EquityYesYesYesYes
IG Climate Action Portfolio Global Equity BalancedYesYesYesYes
IG Climate Action Portfolio Global Fixed Income BalancedYesYesYesYes
IG Climate Action Portfolio Global Neutral BalancedYesYesYesYes
IG Climate Action Portfolios - Betterworld Canada IYesYesYesYes
IG Climate Action Portfolios - Betterworld Canada IIYesYesYesYes
IG Climate Action Portfolios - Betterworld Canada IIIYesYesYesYes
IG Climate Action Portfolios - Betterworld Canada IVYesYesYesYes
IG Mackenzie Betterworld SRI ClassYesYesYesYes
IG Mackenzie Betterworld SRI FundYesYesYesYes
IG/CL Summa SRI Segregated FundYesYesYesYes
Invesco ESG Canadian Core Plus Bd ETF FundYesYesYes
Invesco ESG Canadian Core Plus Bond ETFYesYesYes
Invesco ESG Global Bond ETFYesYesYes
Invesco ESG NASDAQ 100 Index ETFYesYesYes
Invesco ESG NASDAQ Next Gen 100 Index ETFYesYesYes
Invesco Global Balanced ESG ETF FundYes
Invesco S&P 500 ESG Index ETFYesYesYes
Invesco S&P 500 ESG Index ETF FundYesYesYes
Invesco S&P 500 ESG Tilt Index ETFYesYesYes
Invesco S&P International Developed ESG Index ETFYesYesYes
Invesco S&P International Developed ESG Tilt Index ETFYesYesYes
Invesco S&P US Total Market ESG Index ETFYesYesYes
Invesco S&P US Total Market ESG Tilt Index ETFYesYesYes
Invesco S&P/TSX 60 ESG Tilt Index ETFYesYesYes
Invesco S&P/TSX Composite ESG Index ETFYesYesYes
Invesco S&P/TSX Composite ESG Index ETF ClassYesYesYes
Invesco S&P/TSX Composite ESG Tilt Index ETFYesYesYes
IPC ESG Essentials Balanced PortfolioYesYes
iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETFYesYesYes
iShares ESG Advanced Canadian Corporate Bond Index ETFYesYesYes
iShares ESG Advanced MSCI Canada Index ETFYesYesYes
iShares ESG Advanced MSCI EAFE Index ETFYesYesYes
iShares ESG Advanced MSCI USA Index ETFYesYesYes
iShares ESG Aware Canadian Aggregate Bond Index ETFYesYesYes
iShares ESG Aware Canadian Short Term Bond Index ETFYesYesYes
iShares ESG Aware MSCI Canada Index ETFYesYesYes
iShares ESG Aware MSCI EAFE Index ETFYesYesYes
iShares ESG Aware MSCI Emerging Markets Index ETFYesYesYes
iShares ESG Aware MSCI USA Index ETFYesYesYes
iShares ESG Balanced ETF PortfolioYesYesYes
iShares ESG Conservative Balanced ETF PortYesYesYes
iShares ESG Equity ETF PortfolioYesYesYes
iShares ESG Growth ETF PortfolioYesYesYes
iShares ESG MSCI Canada Leaders Index ETFYesYesYes
iShares ESG MSCI EAFE Leaders Index ETFYesYesYes
iShares ESG MSCI USA Leaders Index ETFYesYesYes
iShares Global Clean Energy Index ETFYesYes
iShares Jantzi Social Index ETFYesYesYes
La Capitale Global Sustainable Growth Equity (AGF)YesYes
Leith Wheeler Carbon Constrained Canadian Equity FundYesYesYes
Mackenzie Betterworld Canadian Equity FundYesYesYesYes
Mackenzie Betterworld Global Equity FundYesYesYesYes
Mackenzie Canadian Sustainable Bond FundYes
Mackenzie FuturePath Canadian Sustainable Equity FundYesYesYesYes
Mackenzie Global Green Bond FundYesYesYesYes
Mackenzie Global Sustainable Balanced FundYesYesYesYes
Mackenzie Global Sustainable Bond ETFYesYesYesYes
Mackenzie Global Sustainable Bond FundYesYesYesYes
Mackenzie Global Women's Leadership ETFYesYesYesYes
Mackenzie Global Women's Leadership FundYesYesYesYes
Mackenzie Greenchip Global Environmental All Cap FundYesYesYes
Mackenzie Greenchip Global Environmental Balanced FundYesYesYes
Manulife Climate Action Balanced FundYesYesYesYes
Manulife Climate Action Balanced Segregated FundYesYesYesYes
Manulife Climate Action Bond FundYesYes
Manulife Climate Action ClassYesYesYesYes
Manulife Climate Action FundYesYesYesYes
MD Fossil Fuel Free Bond FundYesYes
MD Fossil Fuel Free Equity FundYesYes
Middlefield Global Energy Transition ClassYesYesYesYesYes
Middlefield International Clean Power DividendYesYesYes
Middlefield Sustainable Global Div ETFYes
Middlefield Sustainable Infra Div ETFYesYes
Middlefield Workplace Technology Dividend FundYesYesYesYes
Montrusco Bolton Global Equity ex-Fossil FuelYesYes
NBI Sustainable Canadian Bond ETFYesYesYes
NBI Sustainable Canadian Bond FundYesYes
NBI Sustainable Canadian Corporate Bond ETFYesYes
NBI Sustainable Canadian Equity ETFYesYes
NBI Sustainable Canadian Equity FundYesYes
NBI Sustainable Canadian Short Term BondYesYes
NBI Sustainable Global Equity ETFYesYes
NBI Sustainable Global Equity FundYesYes
NEI Canadian Bond FundYesYes
NEI Canadian Equity RS FundYesYesYes
NEI Canadian Small Cap Equity RS FundYesYesYes
NEI Clean Infrastructure FundYesYesYesYesYes
NEI Environmental Leaders FundYesYesYesYesYes
NEI ESG Canadian Enhanced Index FundYesYesYesYes
NEI Global Dividend RS FundYesYesYes
NEI Global Equity RS FundYesYesYes
NEI Global Growth FundYesYesYes
NEI Global High Yield Bond FundYesYes
NEI Global Impact Bond FundYesYesYesYes
NEI Global Sustainable Balanced FundYesYesYesYes
NEI Global Total Return Bond FundYesYesYes
NEI Global Value FundYesYesYes
NEI International Equity RS FundYesYesYes
NEI Select Balanced RS PortfolioYesYesYes
NEI Select Growth & Income RS PortfolioYesYesYes
NEI Select Growth RS PortfolioYesYesYes
NEI Select Income & Growth RS PortfolioYesYesYes
NEI Select Income RS PortfolioYesYesYes
NEI Select Maximum Growth RS PortfolioYesYesYes
NEI US Equity RS FundYesYesYes
Pender Emerging Markets Impact FundYes
PIMCO – IG Climate Bond PoolYes
PIMCO Climate Bond Fund (Canada)YesYesYesYes
PIMCO ESG Income Fund (Canada)YesYesYes
Portland Global Sustainable Evergreen FundYesYes
Power Sustainable China Ascent FundYes
Purpose Global Climate Opportunities FundYesYesYes
Putnam – IG Sustainable Leaders PoolYes
RBC Vision Balanced FundYesYes
RBC Vision Bond FundYesYes
RBC Vision Canadian Equity FundYesYes
RBC Vision Fossil Fuel Free Balanced FundYesYes
RBC Vision Fossil Fuel Free Bond FundYesYes
RBC Vision Fossil Fuel Free Emerging Markets Eq FundYesYes
RBC Vision Fossil Fuel Free Global Equity FundYesYes
RBC Vision Fossil Fuel Free Short-Term Bond FundYesYes
RBC Vision Global Equity FundYesYes
RBC Vision QUBE Fossil Fuel Free Low Vol Cdn Eqty FdYesYes
RBC Vision Women's Leadership MSCI Canada Index ETFYesYes
RGP Impact Fixed Income PortfolioYesYesYes
Rockefeller IG Climate Solutions PoolYes
Russell Investments ESG Global Equity PoolYesYesYes
Scotia Low Carbon Canadian Fixed Income FundYesYesYes
Scotia Low Carbon Global Balanced FundYesYesYes
Scotia Low Carbon Global Equity FundYesYesYes
Scotia Responsible Investing Canadian Bond Index ETFYes
Scotia Responsible Investing Canadian Equity Index ETFYes
Scotia Responsible Investing International Equity Index ETFYes
Scotia Responsible Investing US Equity Index ETFYes
SSQ Fisher ESG U.S. Small Cap Equity GIFYesYes
Stone Global ESG Strategy FundYes
Stone Global Sustainability FundYes
Sun Life KBI Sustainable Infrastructure Private PoolYesYesYesYesYes
T. Rowe Price – IG Global Impact PoolYesYes
Tangerine Balanced Growth SRI PortfolioYes
Tangerine Balanced Income SRI PortfolioYes
Tangerine Balanced SRI PortfolioYes
Tangerine Equity Growth SRI PortfolioYes
TD Morningstar ESG Canada Corporate Bond Index ETFYesYesYes
TD Morningstar ESG Canada Equity Index ETFYesYesYes
TD Morningstar ESG International Equity Index ETFYesYesYes
TD Morningstar ESG U.S. Corporate Bond Index ETFYesYesYes
TD Morningstar ESG U.S. Equity Index ETFYesYesYes
TD North American Sustainability Balanced FundYesYes
TD North American Sustainability Bond FundYesYes
TD North American Sustainability Equity FundYesYes
Templeton Emerging Markets FundYesYesYes
Templeton Sustainable Global Balanced FundYesYesYesYes
Waratah Alternative ESG FundYes
Wealthsimple Developed Markets ex North America Socially Responsible Index ETFYes
Wealthsimple North America Socially Responsible Index ETFYes
Wealthsimple North American Green Bond Index ETFYesYes
Wealthsimple Shariah World Equity Index ETFYes