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.
Download Complete RI Fund List
| Fund Name | ESG Exclusions | ESG Best in Class | ESG Integration and Evaluation | ESG Thematic Investing | ESG Related Engagement and Stewardship | Impact Investing |
|---|---|---|---|---|---|---|
| Acadian Sustainable Global Eq Fund, LLC | Yes | Yes | Yes | |||
| Addenda Global Balanced Fund | Yes | Yes | Yes | |||
| Addenda Global Diversified Equity Fund | Yes | Yes | Yes | |||
| Addenda Impact Fixed Income PF | Yes | Yes | Yes | |||
| Addenda Income Focus Fund | Yes | Yes | Yes | |||
| AGF Global ESG Equity Fund | Yes | Yes | ||||
| AGF Global Sustainable Balanced Class MF | Yes | Yes | ||||
| AGF Global Sustainable Balanced Fund MF | Yes | Yes | ||||
| AGF Global Sustainable Growth Equity ETF | Yes | Yes | ||||
| AGF Global Sustainable Growth Equity Fund | Yes | Yes | ||||
| AGF Global Sustainable Growth Equity Fund - Mutual Fund Series | Yes | Yes | ||||
| AGF Systematic Global ESG Factors ETF | Yes | Yes | ||||
| Baillie Gifford Sustainable Income Fund | Yes | Yes | ||||
| Beneva Fisher ESG U.S. Small Cap Equity GIF | Yes | Yes | ||||
| Black Diamond Impact Core Equity Fund Class A | Yes | Yes | Yes | |||
| BMO Asset Management Responsible Global Equity ESG Fund | Yes | Yes | Yes | |||
| BMO Balanced ESG ETF | Yes | Yes | ||||
| BMO Balanced ESG ETF GIF 75/75 Class A | Yes | Yes | ||||
| BMO Brookfield Global Renewables Infrastructure Fund Series A | Yes | Yes | ||||
| BMO Clean Energy ETF Fund Series A | Yes | |||||
| BMO Clean Energy Index ETF | Yes | |||||
| BMO Concentrated Global Balanced GIF 100/100 Class A | Yes | Yes | Yes | |||
| BMO ESG Corporate Bond Index ETF | Yes | Yes | ||||
| BMO ESG High Yield US Corporate Bond Index ETF | Yes | Yes | ||||
| BMO ESG US Corporate Bond Hedged to CAD Index ETF | Yes | Yes | ||||
| BMO Global Climate Transition Fund Series A | Yes | Yes | ||||
| BMO MSCI ACWI Paris Aligned Climate Equity Index ETF | Yes | Yes | Yes | |||
| BMO MSCI Canada ESG Leaders Index ETF | Yes | Yes | ||||
| BMO MSCI China ESG Leaders Index ETF | Yes | Yes | ||||
| BMO MSCI EAFE ESG Leaders Index ETF | Yes | Yes | ||||
| BMO MSCI Global ESG Leaders Index ETF | Yes | Yes | ||||
| BMO MSCI India ESG Leaders Index ETF | Yes | Yes | ||||
| BMO MSCI USA ESG Leaders Index ETF | Yes | Yes | ||||
| BMO SDG Engagement Global Equity Fund Series A | Yes | Yes | Yes | Yes | Yes | |
| BMO Sustainable Balanced Portfolio Series A | Yes | |||||
| BMO Sustainable Bond Fund Series A | Yes | Yes | Yes | |||
| BMO Sustainable Conservative Portfolio Series A | Yes | |||||
| BMO Sustainable Equity Growth Portfolio Series A | Yes | |||||
| BMO Sustainable Global Balanced Fund Series A | Yes | Yes | Yes | |||
| BMO Sustainable Global Balanced GIF 75/100 Class A | Yes | Yes | Yes | |||
| BMO Sustainable Global Multi-Sector Bond Fund Series A | Yes | Yes | Yes | |||
| BMO Sustainable Global Multi-Sector Bond GIF 75/100 Class A | Yes | Yes | Yes | |||
| BMO Sustainable Global Multi-Sector Bond GIF 75/75 Class A | Yes | Yes | Yes | |||
| BMO Sustainable Growth Portfolio Series A | Yes | |||||
| BMO Sustainable Income Portfolio Series A | Yes | |||||
| BMO Sustainable Opportunities Canadian Equity Fund Series A | Yes | Yes | Yes | |||
| BMO Sustainable Opportunities China Equity Fund Series A | Yes | Yes | Yes | |||
| BMO Sustainable Opportunities Global Equity Fund Series A | Yes | Yes | Yes | Yes | ||
| BMO Sustainable Opportunities Global Equity GIF 75/75 Class A | Yes | Yes | Yes | Yes | ||
| BMO Women in Leadership Fund Series A | Yes | |||||
| Brompton Sustainable Real Assets Dividend ETF | Yes | |||||
| Canada Life ESG US Equity Fund | Yes | Yes | Yes | |||
| Canada Life Sustainable Balanced Portfolio A Series | Yes | |||||
| Canada Life Sustainable Balanced Portfolio Gens | Yes | |||||
| Canada Life Sustainable Conservative Portfolio A Series | Yes | |||||
| Canada Life Sustainable Conservative Portfolio Gens | Yes | |||||
| Canada Life Sustainable Emerging Markets Equity Fund Series R | Yes | Yes | Yes | |||
| Canada Life Sustainable Global Bond Fund Series R | Yes | Yes | Yes | |||
| Canada Life Sustainable Global Equity Fund Series R | Yes | Yes | Yes | |||
| Canada Life Sustainable Growth Portfolio A Series | Yes | |||||
| Canada Life Sustainable Growth Portfolio Gens | Yes | |||||
| Canada Life Sustainable Income Pool S | Yes | |||||
| Canada Life Sustainable Target Date 2025 Pool S | Yes | |||||
| Canada Life Sustainable Target Date 2030 Pool S | Yes | |||||
| Canada Life Sustainable Target Date 2035 Pool S | Yes | |||||
| Canada Life Sustainable Target Date 2040 Pool S | Yes | |||||
| Canada Life Sustainable Target Date 2045 Pool S | Yes | |||||
| Canada Life Sustainable Target Date 2050 Pool S | Yes | |||||
| Canada Life Sustainable Target Date 2055 Pool S | Yes | |||||
| Canada Life Sustainable Target Date 2060 Pool S | Yes | |||||
| Canada Life U.S. Carbon Transition Equity Fund Series R | Yes | Yes | ||||
| CI Global Climate Leaders Fund Series A | Yes | |||||
| CI Global Green Bond Fund Series A | Yes | Yes | Yes | Yes | ||
| CI Global Sustainable Infrastructure Fund Series A | Yes | Yes | Yes | Yes | ||
| CI Mosaic ESG Balanced ETF Portfolio Series A | Yes | |||||
| CI Mosaic ESG Balanced Growth ETF Portfolio Series A | Yes | |||||
| CI Mosaic ESG Balanced Income ETF Portfolio series A | Yes | |||||
| CI MSCI World ESG Impact Fund Unhedged Series A | Yes | Yes | Yes | Yes | ||
| CI MSCI World ESG Impact Index ETF - Hedged Common Units | Yes | Yes | Yes | Yes | ||
| CIBC Clean Energy Index ETF (CCLN) | Yes | |||||
| CIBC Sustainable Balanced Growth Solution Series A | Yes | Yes | Yes | |||
| CIBC Sustainable Balanced Solution Series A | Yes | Yes | Yes | |||
| CIBC Sustainable Canadian Core Plus Bond Fund Series A | Yes | Yes | Yes | |||
| CIBC Sustainable Canadian Equity Fund Series A | Yes | Yes | Yes | |||
| CIBC Sustainable Conservative Balanced Solution Series A | Yes | Yes | Yes | |||
| CIBC Sustainable Global Equity Fund Series A | Yes | Yes | Yes | |||
| CL ESG US Equity | Yes | Yes | Yes | |||
| CL Sustainable Emerging Markets Eq | Yes | Yes | Yes | |||
| CL Sustainable Global Bond | Yes | Yes | Yes | |||
| CL Sustainable Global Eq | Yes | Yes | Yes | |||
| CL US Carbon Transition Eq | Yes | Yes | ||||
| Co-operators NEI Select Balanced RS Portfolio | Yes | Yes | Yes | |||
| Co-operators NEI Select Growth RS Portfolio | Yes | Yes | Yes | |||
| Co-operators NEI Select Inc&Grow RS Portfolio | Yes | Yes | Yes | |||
| Co-operators NEI Select Income RS Portfolio | Yes | Yes | Yes | |||
| Desjardins fin'l SocieTerra Positive Change (Baillie Gifford) | Yes | Yes | Yes | Yes | Yes | |
| Desjardins RI Active Canadian Bond - Low CO2 ETF | Yes | Yes | Yes | |||
| Desjardins RI Canada - Low CO2 Index ETF | Yes | Yes | ||||
| Desjardins RI Canada Multifactor - Low CO2 ETF | Yes | Yes | ||||
| Desjardins RI Developed ex-USA ex-Canada Low CO2 Index ETF | Yes | Yes | ||||
| Desjardins RI Developed ex-USA ex-Canada Multifactor - Low CO2 ETF | Yes | Yes | ||||
| Desjardins RI Emerging Markets Low CO2 Index ETF | Yes | Yes | ||||
| Desjardins RI Emerging Markets Multifactor - Low CO2 ETF | Yes | Yes | ||||
| Desjardins RI Global Multifactor - Fossil Fuel Reserves Free ETF | Yes | Yes | Yes | |||
| Desjardins RI USA - Low CO2 Index ETF | Yes | Yes | ||||
| Desjardins RI USA Multifactor - Low CO2 ETF | Yes | Yes | ||||
| Desjardins SocieTerra American Equity ETF | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra American Equity Fund A Class | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra American Small Cap Equity Fund A | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Canadian Bond Fund A Class | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Canadian Equity Fund A Class | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Canadian Equity Income Fund I | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Cleantech Fund A Class | Yes | Yes | Yes | Yes | Yes | Yes |
| Desjardins SocieTerra Diversity Fund A-Class units | Yes | Yes | Yes | Yes | Yes | |
| Desjardins SocieTerra Emerging Markets Bond Fund I | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Emerging Markets Equity Fund A-Class Units | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Environmental Bond Fund A Class | Yes | Yes | Yes | Yes | Yes | Yes |
| Desjardins SocieTerra Global Balanced Fund A | Yes | Yes | Yes | Yes | Yes | Yes |
| Desjardins SocieTerra Global Bond Fund I-Class | Yes | Yes | Yes | Yes | Yes | |
| Desjardins SocieTerra Global Corporate Bond Fund I | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Global Dividend Fund A | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Global Dividend Fund I | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Global Managed Bond Fund I | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Global Opportunities Fund A Class | Yes | Yes | Yes | Yes | Yes | |
| Desjardins SocieTerra International Equity Fund A-Class Units | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra International Small Cap Equity Fund A | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Low Volatility Global Equity Fund I | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Positive Change Fund A-Class Units | Yes | Yes | Yes | Yes | Yes | Yes |
| Desjardins SocieTerra Short-Term Income Fund I | Yes | Yes | Yes | Yes | ||
| DFA Global Sustainability Core Equity Fund Class A | Yes | |||||
| DFS GIF - 100% Equity - Desjardins SocieTerra Series 5 | Yes | Yes | Yes | Yes | ||
| DFS GIF - Balanced - Desjardins SocieTerra Series 5 | Yes | Yes | Yes | Yes | ||
| DFS GIF - Conservative - Desjardins SocieTerra Series 5 | Yes | Yes | Yes | Yes | ||
| DFS GIF - Global Balanced - Desjardins SocieTerra Series 5 | Yes | Yes | Yes | Yes | Yes | Yes |
| DFS GIF - Growth - Desjardins SocieTerra Series 5 | Yes | Yes | Yes | Yes | ||
| DFS GIF - Maximum Growth - Desjardins SocieTerra Series 5 | Yes | Yes | Yes | Yes | ||
| DFS GIF - Moderate - Desjardins SocieTerra Series 5 | Yes | Yes | Yes | Yes | ||
| Dynamic Active Energy Evolution ETF | Yes | |||||
| Dynamic Energy Evolution Fund Series A | Yes | |||||
| Dynamic Sustainable Credit Fund Series A | Yes | Yes | ||||
| Dynamic Sustainable Equity Fund Series A | Yes | Yes | ||||
| EHP Global ESG Leaders Alternative Fund Class A | Yes | Yes | ||||
| Emerge EMPWR Sustainable Dividend Equity ETF - Series A Units | Yes | Yes | ||||
| Emerge EMPWR Sustainable Emerging Markets Equity ETF - Series A Units | Yes | Yes | ||||
| Emerge EMPWR Sustainable Global Core Equity ETF - Series A Units | Yes | Yes | ||||
| Emerge EMPWR Sustainable Select Growth Equity ETF - Series A Units | Yes | Yes | ||||
| Emerge EMPWR Unified Sustainable Equity ETF - Series A Units | Yes | |||||
| Empire Life Global Sust Equity GIF 75/75 Class K | Yes | |||||
| Encasa Canadian Bond Fund Series A | Yes | |||||
| Encasa Canadian Short-Term Bond Fund Series A | Yes | |||||
| Encasa Equity Fund Series A | Yes | |||||
| Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund | Yes | Yes | Yes | |||
| Equitable Life Fidelity Climate Leadership Balanced Fund | Yes | Yes | ||||
| Equitable Life Fidelity Climate Leadership Fund | Yes | Yes | ||||
| Equitable Life NASDAQ 100 ESG Index Fund Select | Yes | Yes | Yes | |||
| Equitable Life S&P 500 ESG Index Fund Select | Yes | Yes | Yes | |||
| Equitable Life S&P/TSX Composite ESG Index Fund Select | Yes | Yes | Yes | |||
| Evolve S&P 500 CleanBeta Fund CAD Hedged | Yes | |||||
| Evolve S&P/TSX 60 CleanBeta Fund CAD Unhedged | Yes | |||||
| FÉRIQUE Global Sustainable Development Bond Fund Series A | Yes | Yes | Yes | |||
| FÉRIQUE Global Sustainable Development Equity Fund Series A | Yes | Yes | ||||
| Fidelity Climate Leadership Balanced Fund Series A | Yes | Yes | ||||
| Fidelity Climate Leadership Bond Fund Series A | Yes | Yes | Yes | |||
| Fidelity Climate Leadership Fund Series A | Yes | Yes | Yes | |||
| Fidelity Sustainable World ETF | Yes | |||||
| Fidelity Sustainable World ETF Fund Series B | Yes | |||||
| Fidelity Women's Leadership Fund Series A | Yes | |||||
| Fidelity Women's Leadership Systematic Currency Hedged Fund Series A | Yes | |||||
| Fiera Canadian Equity Ethical Fossil Fuel Free Fund | Yes | Yes | ||||
| Fiera Global Impact Fund | Yes | Yes | Yes | |||
| Fiera International Equity Etcl ESG Fd | Yes | |||||
| Fiera U.S. Equity Ethical ESG Fund | Yes | |||||
| First Trust Nasdaq Clean Edge Green Energy ETF Units | Yes | |||||
| FMOQ Omniresponsable Fund | Yes | Yes | ||||
| Franklin Brandywine Global Sustainable Balanced Fund Series A | Yes | Yes | Yes | |||
| Franklin Brandywine Global Sustainable Income Optimiser Active ETF | Yes | Yes | Yes | |||
| Franklin Brandywine Global Sustainable Income Optimiser Fund Series A | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable Global Infrastructure Income Active ETF | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable Global Infrastructure Income Fund Series A | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable International Growth Active ETF | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable International Growth Fund II Series A | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable International Growth Fund Series A | Yes | Yes | Yes | |||
| Franklin ClearBridge U.S. Sustainability Leaders Fund | Yes | Yes | ||||
| Franklin ClearBridge U.S. Sustainability Leaders Fund Series O | Yes | Yes | ||||
| Franklin Global Aggregate Bond Active ETF (CAD-Hedged) | Yes | Yes | ||||
| Franklin Global Aggregate Bond Fund | Yes | Yes | ||||
| Franklin Global Core Bond Fund Series A | Yes | Yes | ||||
| Franklin Innovation Active ETF | Yes | Yes | Yes | |||
| Franklin Innovation Fund | Yes | Yes | Yes | |||
| Franklin Martin Currie Sustainable Emerging Markets Fund Series A | Yes | Yes | ||||
| Franklin Martin Currie Sustainable Global Equity Fund Series A | Yes | Yes | ||||
| Franklin Sustainable Canadian Core Equity Fund Series O | Yes | Yes | Yes | |||
| Franklin Sustainable International Core Equity Fund Series O | Yes | Yes | Yes | |||
| Franklin Sustainable U.S. Core Equity Fund Series O | Yes | Yes | Yes | |||
| Franklin U.S. Opportunities Fund | Yes | Yes | Yes | |||
| Franklin Western Asset Core Plus Bond Active ETF | Yes | Yes | Yes | Yes | ||
| Franklin Western Asset Core Plus Bond Fund | Yes | Yes | Yes | Yes | ||
| GEM Balanced Pool Class I | Yes | Yes | ||||
| GEM Canadian Equity Pool Class I | Yes | Yes | ||||
| GEM Fixed Income Pool Class I | Yes | Yes | ||||
| GEM Global Equity Pool Class I | Yes | Yes | ||||
| Genus Fossil Free CanGlobe Equity Fund | Yes | |||||
| Genus Fossil Free Corporate Bond Fund | Yes | |||||
| Genus Fossil Free Dividend Equity Fund | Yes | |||||
| Genus Fossil Free High Impact Equity Fund | Yes | |||||
| Global Iman Fund Series A | Yes | |||||
| Great-West Life SRI Canadian Equity (GWLIM) | Yes | |||||
| GreenWise Balanced Portfolio Series A | Yes | Yes | Yes | Yes | Yes | |
| GreenWise Conservative Portfolio Series A | Yes | Yes | Yes | Yes | Yes | |
| GreenWise Growth Portfolio Series A | Yes | Yes | Yes | Yes | Yes | |
| Guardian Sustainable Balanced 40/60 Fund | Yes | |||||
| Guardian Sustainable Balanced 60/40 Fund | Yes | |||||
| Guardian Sustainable Growth 100 Fund | Yes | |||||
| Guardian Sustainable Growth 80/20 Fund | Yes | |||||
| Guardian Sustainable Income 100 Fund | Yes | |||||
| Guardian Sustainable Income 20/80 Fund | Yes | |||||
| Harvest Clean Energy ETF - Class A Units | Yes | |||||
| Harvest ESG Equity Income Index ETF Class A | Yes | Yes | ||||
| Horizons Active ESG Corporate Bond ETF - Class A Units | Yes | Yes | ||||
| Horizons Global Sustainability Leaders Index ETF - Class A Units | Yes | Yes | Yes | Yes | Yes | |
| Horizons S&P Green Bond Index ETF - Class A Units | Yes | Yes | ||||
| HSBC Sustainable Balanced Fund | Yes | Yes | ||||
| IA Clarington Inhance Balanced SRI Portfolio Series A | Yes | Yes | Yes | |||
| IA Clarington Inhance Bond SRI Fund Series B | Yes | Yes | Yes | |||
| IA Clarington Inhance Canadian Equity SRI Class Series A | Yes | Yes | Yes | |||
| IA Clarington Inhance Conservative SRI Portfolio Series A | Yes | Yes | Yes | |||
| IA Clarington Inhance Global Equity SRI Class Series A | Yes | Yes | Yes | |||
| IA Clarington Inhance Global Equity SRI Fund | Yes | Yes | Yes | |||
| IA Clarington Inhance Global Small Cap SRI Fund Series A | Yes | Yes | Yes | |||
| IA Clarington Inhance Growth SRI Portfolio Series A | Yes | Yes | Yes | |||
| IA Clarington Inhance High Growth SRI Portfolio Series A | Yes | Yes | Yes | |||
| IA Clarington Inhance Moderate SRI Portfolio Series T6 | Yes | Yes | Yes | |||
| IA Clarington Inhance Monthly Income SRI Fund Series E6 | Yes | Yes | Yes | |||
| IA Clarington Inhance Monthly Income SRI Fund Series T6 | Yes | Yes | Yes | |||
| IA Clarington Inhance Monthly Income SRI GIF - B | Yes | Yes | Yes | |||
| iA Climate Strategy (Wellington) Ecoflextra 75/75 | Yes | |||||
| iA Fidelity Climate Leadership Balanced Ecoflextra 75/75 | Yes | Yes | ||||
| iA SRI Balanced (Inhance) SRP 75/75 & My Education+ | Yes | Yes | Yes | Yes | ||
| iA SRI Growth (Inhance) Ecoflex & My Education | Yes | Yes | Yes | Yes | ||
| iA SRI Moderate (Inhance) Ecoflex & My Education | Yes | Yes | Yes | Yes | ||
| iA Sustainable Canadian Equity (iAIM) | Yes | Yes | ||||
| IG Climate Action Portfolio - Global Equity Balanced Series F | Yes | Yes | Yes | Yes | Yes | |
| IG Climate Action Portfolio - Global Equity Series F | Yes | Yes | Yes | Yes | Yes | |
| IG Climate Action Portfolio - Global Fixed Income Balanced Series F | Yes | Yes | Yes | Yes | Yes | |
| IG Climate Action Portfolio - Global Neutral Balanced Series F | Yes | Yes | Yes | Yes | Yes | |
| IG Climate Action Portfolios - Betterworld Canada I | Yes | Yes | Yes | Yes | ||
| IG Climate Action Portfolios - Betterworld Canada II | Yes | Yes | Yes | Yes | ||
| IG Climate Action Portfolios - Betterworld Canada III | Yes | Yes | Yes | Yes | ||
| IG Climate Action Portfolios - Betterworld Canada IV | Yes | Yes | Yes | Yes | ||
| IG Mackenzie Betterworld SRI Class Series A | Yes | Yes | Yes | Yes | ||
| IG Mackenzie Betterworld SRI Fund Series C | Yes | Yes | Yes | Yes | ||
| IG/CL Summa SRI Segregated Fund | Yes | Yes | Yes | Yes | ||
| Invesco ESG Canadian Core Plus Bond ETF | Yes | Yes | ||||
| Invesco ESG Canadian Core Plus Bond ETF Fund Series A | Yes | Yes | ||||
| Invesco ESG Global Bond ETF | Yes | Yes | ||||
| Invesco ESG NASDAQ 100 Index ETF - CAD Units | Yes | Yes | Yes | |||
| Invesco ESG NASDAQ Next Gen 100 Index ETF - CAD Units | Yes | Yes | Yes | |||
| Invesco Global Balanced ESG ETF Fund Series A | Yes | Yes | ||||
| Invesco S&P 500 ESG Index ETF | Yes | Yes | Yes | |||
| Invesco S&P 500 ESG Index ETF Fund Series A | Yes | Yes | Yes | |||
| Invesco S&P 500 ESG Tilt Index ETF | Yes | Yes | Yes | |||
| Invesco S&P International Developed Dividend Aristocrats ESG Index ETF | Yes | Yes | ||||
| Invesco S&P International Developed ESG Index ETF | Yes | Yes | Yes | |||
| Invesco S&P International Developed ESG Tilt Index ETF | Yes | Yes | Yes | |||
| Invesco S&P US Dividend Aristocrats ESG Index ETF | Yes | Yes | ||||
| Invesco S&P US Total Market ESG Index ETF | Yes | Yes | Yes | |||
| Invesco S&P US Total Market ESG Tilt Index ETF | Yes | Yes | Yes | |||
| Invesco S&P/TSX 60 ESG Tilt Index ETF | Yes | Yes | Yes | |||
| Invesco S&P/TSX Canadian Dividend Aristocrats ESG Index ETF | Yes | Yes | ||||
| Invesco S&P/TSX Composite ESG Index ETF | Yes | Yes | Yes | |||
| Invesco S&P/TSX Composite ESG Index ETF Class Series A | Yes | Yes | Yes | |||
| Invesco S&P/TSX Composite ESG Tilt Index ETF | Yes | Yes | Yes | |||
| IPC ESG Essentials Balanced Portfolio | Yes | Yes | ||||
| iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETF | Yes | Yes | Yes | |||
| iShares ESG Advanced Canadian Corporate Bond Index ETF C$ | Yes | Yes | Yes | |||
| iShares ESG Advanced MSCI Canada Index ETF | Yes | Yes | Yes | |||
| iShares ESG Advanced MSCI EAFE Index ETF | Yes | Yes | Yes | |||
| iShares ESG Advanced MSCI USA Index ETF | Yes | Yes | Yes | |||
| iShares ESG Aware Canadian Aggregate Bond Index ETF | Yes | Yes | Yes | |||
| iShares ESG Aware Canadian Short Term Bond Index ETF | Yes | Yes | Yes | |||
| iShares ESG Aware MSCI Canada Index ETF | Yes | Yes | Yes | |||
| iShares ESG Aware MSCI EAFE Index ETF | Yes | Yes | Yes | |||
| iShares ESG Aware MSCI Emerging Markets Index ETF | Yes | Yes | Yes | |||
| iShares ESG Aware MSCI USA Index ETF | Yes | Yes | Yes | |||
| iShares ESG Balanced ETF Portfolio | Yes | Yes | Yes | |||
| iShares ESG Conservative Balanced ETF Portfolio | Yes | Yes | Yes | |||
| iShares ESG Equity ETF Portfolio | Yes | Yes | Yes | |||
| iShares ESG Growth ETF Portfolio | Yes | Yes | Yes | |||
| iShares ESG MSCI Canada Leaders Index ETF | Yes | Yes | Yes | |||
| iShares ESG MSCI EAFE Leaders Index ETF | Yes | Yes | Yes | |||
| iShares ESG MSCI USA Leaders Index ETF | Yes | Yes | Yes | |||
| iShares Global Clean Energy Index ETF | Yes | Yes | ||||
| iShares Jantzi Social Index ETF | Yes | Yes | Yes | |||
| La Capitale Global Sustainable Growth Equity (AGF) | Yes | Yes | ||||
| Leith Wheeler Carbon Constrained Canadian Equity Fund Series F | Yes | Yes | Yes | |||
| Mackenzie Betterworld Canadian Equity Fund Series A | Yes | Yes | Yes | Yes | ||
| Mackenzie Betterworld Canadian Equity Fund Series LB | Yes | Yes | Yes | Yes | ||
| Mackenzie Betterworld Global Equity Fund Series A | Yes | Yes | Yes | Yes | ||
| Mackenzie Betterworld Global Equity Fund Series LB | Yes | Yes | Yes | Yes | ||
| Mackenzie Canadian Growth Fund II Series A | Yes | Yes | Yes | Yes | ||
| Mackenzie Canadian Sustainable Bond Fund | Yes | |||||
| Mackenzie Corporate Knights Global 100 Index Fund Series A | Yes | Yes | Yes | |||
| Mackenzie FuturePath Canadian Sustainable Equity Fund PA | Yes | Yes | Yes | Yes | ||
| Mackenzie Futurepath Shariah Global Equity Fund PA | Yes | |||||
| Mackenzie Global Green Bond Fund Series A | Yes | Yes | ||||
| Mackenzie Global Green Bond Fund Series LB | Yes | Yes | ||||
| Mackenzie Global Sustainable Balanced Fund Series A | Yes | Yes | Yes | |||
| Mackenzie Global Sustainable Balanced Fund Series LB | Yes | Yes | Yes | |||
| Mackenzie Global Sustainable Bond ETF | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Sustainable Bond Fund Series A | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Sustainable Bond Fund Series LB | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Women's Leadership ETF | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Women's Leadership Fund Series A | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Women's Leadership Fund Series LB | Yes | Yes | Yes | Yes | ||
| Mackenzie Greenchip Global Environmental All Cap Fund Series A | Yes | |||||
| Mackenzie Greenchip Global Environmental All Cap Fund Series LB | Yes | |||||
| Mackenzie Greenchip Global Environmental Balanced Fund Series A | Yes | Yes | Yes | |||
| Mackenzie Greenchip Global Environmental Balanced Fund Series LB | Yes | Yes | Yes | |||
| Manulife Climate Action Balanced Fund Advisor Series | Yes | Yes | Yes | Yes | ||
| Manulife Climate Action Balanced Guaranteed Investment Fund Select Investment Plus Series | Yes | Yes | Yes | Yes | ||
| Manulife Climate Action Balanced Segregated Fund | Yes | Yes | Yes | Yes | ||
| Manulife Climate Action Bond Fund Advisor Series | Yes | Yes | ||||
| Manulife Climate Action Class Advisor Series | Yes | Yes | Yes | Yes | ||
| Manulife Climate Action Fund Advisor Series | Yes | Yes | Yes | Yes | ||
| Manulife SP Funds Dow Jones Global Sukuk ETF Fund | Yes | |||||
| Manulife SP Funds Shariah S&P 500 ETF Fund | Yes | |||||
| MD Fossil Fuel Free Bond Fund Series A | Yes | Yes | ||||
| MD Fossil Fuel Free Equity Fund Series A | Yes | Yes | ||||
| Middlefield Global Energy Transition Class | Yes | Yes | Yes | Yes | Yes | |
| Middlefield International Clean Power Dividend Fund | Yes | Yes | Yes | |||
| Middlefield Sustainable Global Div ETF | Yes | Yes | Yes | Yes | ||
| Middlefield Sustainable Global Dividend ETF | Yes | |||||
| Middlefield Sustainable Infras Div ETF | Yes | Yes | Yes | Yes | ||
| Middlefield Sustainable Infrastructure Dividend ETF | Yes | Yes | ||||
| Middlefield Workplace Technology Dividend Fund | Yes | Yes | Yes | Yes | ||
| Montrusco Bolton Global Equity ex Fossil Fuels | Yes | |||||
| NBI Sustainable Canadian Bond ETF | Yes | Yes | Yes | |||
| NBI Sustainable Canadian Bond Fund Advisor Series/ISC | Yes | Yes | Yes | |||
| NBI Sustainable Canadian Corporate Bond ETF | Yes | Yes | Yes | |||
| NBI Sustainable Canadian Equity ETF | Yes | Yes | ||||
| NBI Sustainable Canadian Equity Fund Advisor Series/ISC | Yes | Yes | ||||
| NBI Sustainable Canadian Short Term Bond ETF | Yes | Yes | Yes | |||
| NBI Sustainable Global Equity ETF | Yes | Yes | ||||
| NBI Sustainable Global Equity Fund Advisor Series/ISC | Yes | Yes | ||||
| NEI Balanced Private Portfolio Series W | Yes | |||||
| NEI Balanced Yield Portfolio Series A | Yes | |||||
| NEI Canadian Bond Fund Series A | Yes | Yes | ||||
| NEI Canadian Dividend Fund Series A | Yes | |||||
| NEI Canadian Equity Fund Series A | Yes | |||||
| NEI Canadian Equity Pool Series I | Yes | |||||
| NEI Canadian Equity RS Fund Series A | Yes | Yes | Yes | |||
| NEI Canadian Impact Bond Fund A | Yes | Yes | Yes | |||
| NEI Canadian Small Cap Equity Fund Series A | Yes | |||||
| NEI Canadian Small Cap Equity RS Fund Series A | Yes | Yes | Yes | |||
| NEI Clean Infrastructure Fund A | Yes | Yes | Yes | Yes | Yes | |
| NEI Conservative Yield Portfolio Series P | Yes | |||||
| NEI Emerging Markets Fund Series A | Yes | Yes | Yes | |||
| NEI Environmental Leaders Fund Series A | Yes | Yes | Yes | Yes | Yes | |
| NEI ESG Canadian Enhanced Index Fund A | Yes | Yes | Yes | Yes | ||
| NEI Fixed Income Pool Series I | Yes | |||||
| NEI Global Dividend RS Fund Series A | Yes | Yes | Yes | |||
| NEI Global Equity Pool Series I | Yes | |||||
| NEI Global Equity RS Fund Series A | Yes | Yes | Yes | |||
| NEI Global Growth Fund Series A | Yes | Yes | Yes | |||
| NEI Global High Yield Bond Fund Series A | Yes | Yes | ||||
| NEI Global Impact Bond Fund Series A | Yes | Yes | Yes | Yes | ||
| NEI Global Sustainable Balanced Fund A | Yes | Yes | Yes | Yes | ||
| NEI Global Total Return Bond Fund Series A | Yes | Yes | Yes | |||
| NEI Global Value Fund Series A | Yes | Yes | Yes | |||
| NEI Growth & Income Fund Series A | Yes | |||||
| NEI Growth Private Portfolio Series W | Yes | |||||
| NEI Impact Balanced Portfolio A | Yes | Yes | Yes | |||
| NEI Impact Conservative Portfolio A | Yes | Yes | Yes | |||
| NEI Impact Growth Portfolio A | Yes | Yes | Yes | |||
| NEI Income & Growth Private Portfolio Series W | Yes | |||||
| NEI Income Private Portfolio Series W | Yes | |||||
| NEI International Equity RS Fund Series A | Yes | Yes | Yes | |||
| NEI Select Balanced RS Portfolio Series A | Yes | Yes | Yes | |||
| NEI Select Growth & Income RS Portfolio Series A | Yes | Yes | Yes | |||
| NEI Select Growth RS Portfolio Series A | Yes | Yes | Yes | |||
| NEI Select Income & Growth RS Portfolio Series A | Yes | Yes | Yes | |||
| NEI Select Income RS Portfolio Series A | Yes | Yes | Yes | |||
| NEI Select Maximum Growth RS Portfolio Series A | Yes | Yes | Yes | |||
| NEI U.S. Dividend Fund Series A | Yes | |||||
| NEI U.S. Equity RS Fund Series A | Yes | Yes | Yes | |||
| Pender Emerging Markets Impact Fund | Yes | |||||
| PIMCO – IG Climate Bond Pool | Yes | |||||
| PIMCO Climate Bond Fund (Canada) Series A | Yes | Yes | Yes | Yes | ||
| PIMCO ESG Income Fund (Canada) Series A | Yes | Yes | Yes | |||
| Portland Global Sustainable Evergreen Fund Series A | Yes | |||||
| Portland Global Sustainable Evergreen LP Series A | Yes | |||||
| Portland Replacement of Fossil Fuels Alternative Fund Series A | Yes | |||||
| Power Sustainable China Ascent Fund Series A | Yes | |||||
| Purpose Energy Transition Fund Series A | Yes | Yes | Yes | |||
| Putnam – IG Sustainable Leaders Pool | Yes | |||||
| RBC Vision Balanced Fund Series A | Yes | Yes | ||||
| RBC Vision Bond Fund Series D | Yes | Yes | ||||
| RBC Vision Canadian Equity Fund Series A | Yes | Yes | ||||
| RBC Vision Fossil Fuel Free Balanced Fund A | Yes | Yes | Yes | |||
| RBC Vision Fossil Fuel Free Bond Fund A | Yes | Yes | Yes | |||
| RBC Vision Fossil Fuel Free Emerging Markets Equity Fund A | Yes | Yes | Yes | |||
| RBC Vision Fossil Fuel Free Global Equity Fund Series A | Yes | Yes | ||||
| RBC Vision Fossil Fuel Free Short-Term Bond Fund A | Yes | Yes | Yes | |||
| RBC Vision Global Equity Fund Series A | Yes | Yes | ||||
| RBC Vision QUBE Fossil Fuel Free Low Volatility Canadian Equity Fund A | Yes | Yes | Yes | |||
| RBC Vision Women's Leadership MSCI Canada Index ETF | Yes | Yes | ||||
| RGP Impact Fixed Income Portfolio Class A | Yes | Yes | Yes | |||
| Rockefeller IG Climate Solutions Pool | Yes | |||||
| Russell Investments ESG Global Equity Pool Series B | Yes | Yes | Yes | |||
| Scotia Low Carbon Canadian Fixed Income Fund Series A | Yes | Yes | Yes | |||
| Scotia Low Carbon Global Balanced Fund Series A | Yes | Yes | Yes | |||
| Scotia Low Carbon Global Equity Fund Series A | Yes | Yes | Yes | |||
| Scotia Responsible Investing Canadian Bond Index ETF | Yes | |||||
| Scotia Responsible Investing Canadian Equity Index ETF | Yes | Yes | Yes | |||
| Scotia Responsible Investing International Equity Index ETF | Yes | Yes | Yes | |||
| Scotia Responsible Investing U.S. Equity Index ETF | Yes | Yes | Yes | |||
| SocieTerra 100% Equity Portfolio A | Yes | Yes | Yes | Yes | ||
| SocieTerra Balanced Portfolio A Class | Yes | Yes | Yes | Yes | ||
| SocieTerra Conservative Portfolio A Class | Yes | Yes | Yes | Yes | ||
| SocieTerra Fixed Income Portfolio I | Yes | Yes | Yes | Yes | ||
| SocieTerra Growth Portfolio A Class | Yes | Yes | Yes | Yes | ||
| SocieTerra Maximum Growth Portfolio A Class | Yes | Yes | Yes | Yes | ||
| SocieTerra Moderate Portfolio A | Yes | Yes | Yes | Yes | ||
| Stone Global ESG Strategy Fund | Yes | |||||
| Stone Global Sustainability Fund Series A | Yes | |||||
| Sun Life Acadian International Equity Fund Series I | Yes | Yes | ||||
| Sun Life KBI Sustainable Infrastructure Private Pool Series A | Yes | Yes | Yes | Yes | Yes | |
| Sun Life Sustainable Canadian Fixed Income Fund | Yes | Yes | ||||
| T. Rowe Price – IG Global Impact Pool | Yes | Yes | ||||
| Tangerine Balanced Growth SRI Portfolio | Yes | |||||
| Tangerine Balanced Income SRI Portfolio | Yes | |||||
| Tangerine Balanced SRI Portfolio | Yes | |||||
| Tangerine Equity Growth SRI Portfolio | Yes | |||||
| TD Morningstar ESG Canada Corporate Bond Index ETF | Yes | Yes | Yes | |||
| TD Morningstar ESG Canada Equity Index ETF | Yes | Yes | Yes | |||
| TD Morningstar ESG International Equity Index ETF | Yes | Yes | Yes | |||
| TD Morningstar ESG U.S. Corporate Bond Index ETF | Yes | Yes | Yes | |||
| TD Morningstar ESG U.S. Equity Index ETF | Yes | Yes | Yes | |||
| TD North American Sustainability Balanced Fund Investor Series | Yes | Yes | ||||
| TD North American Sustainability Bond Fund - Investor Series | Yes | Yes | ||||
| TD North American Sustainability Equity Fund Investor Series | Yes | Yes | ||||
| Templeton Emerging Markets Fund | Yes | Yes | Yes | |||
| Templeton Sustainable Global Balanced Fund | Yes | Yes | Yes | Yes | ||
| VPI Sustainability Leaders Pool - Series A | Yes | Yes | ||||
| Waratah Alternative ESG Fund Class F Units | Yes | |||||
| Wealthsimple Developed Markets ex North America Socially Responsible Index ETF | Yes | |||||
| Wealthsimple North America Socially Responsible Index ETF | Yes | |||||
| Wealthsimple North American Green Bond Index ETF (CAD-Hedged) | Yes | Yes | ||||
| Wealthsimple Shariah World Equity Index ETF | Yes |
