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.

icon_excelDownload Complete RI Fund List

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 PFYesYesYes
Addenda Income Focus FundYesYesYes
AGF Global ESG Equity FundYesYes
AGF Global Sustainable Balanced Class MFYesYes
AGF Global Sustainable Balanced Fund MFYesYes
AGF Global Sustainable Growth Equity ETFYesYes
AGF Global Sustainable Growth Equity FundYesYes
AGF Global Sustainable Growth Equity Fund - Mutual Fund SeriesYesYes
AGF Systematic Global ESG Factors ETFYesYes
Aviva Investors Canadian Core Plus Climate Transition Pooled YesYesYes
Baillie Gifford Sustainable Income FundYesYes
Beneva Fisher ESG U.S. Small Cap Equity GIFYesYes
Black Diamond Impact Core Equity Fund Class AYesYesYes
BlackRock CDN MSCI Canada IMI Extended ESG Focus Index Fund AYesYes
BlackRock CDN MSCI EAFE Extended ESG Focus Index Fund AYesYes
BlackRock CDN MSCI USA Small Cap Extended ESG Focus Index Fund AYesYes
BlackRock MSCI USA Extended ESG Focus Index Fund AYesYes
BMO Asset Management Responsible Global Equity ESG FundYesYesYes
BMO Balanced ESG ETFYesYes
BMO Balanced ESG ETF GIF 75/75 Class AYesYes
BMO Brookfield Global Renewables Infrastructure Fund Series AYesYes
BMO Clean Energy ETF Fund Series AYes
BMO Clean Energy Index ETFYes
BMO Concentrated Global Balanced GIF 100/100 Class AYesYesYes
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 Global Climate Transition Fund Series AYesYes
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 Fund Series AYesYesYesYesYes
BMO Sustainable Balanced Portfolio Series AYes
BMO Sustainable Bond Fund Series AYesYesYes
BMO Sustainable Conservative Portfolio Series AYes
BMO Sustainable Equity Growth Portfolio Series AYes
BMO Sustainable Global Balanced Fund Series AYesYesYes
BMO Sustainable Global Balanced GIF 75/100 Class AYesYesYes
BMO Sustainable Global Balanced GIF 75/75 Class AYesYesYes
BMO Sustainable Global Multi-Sector Bond Fund Series AYesYesYes
BMO Sustainable Global Multi-Sector Bond GIF 75/100 Class AYesYesYes
BMO Sustainable Global Multi-Sector Bond GIF 75/75 Class AYesYesYes
BMO Sustainable Growth Portfolio Series AYes
BMO Sustainable Income Portfolio Series AYes
BMO Sustainable Opportunities Canadian Equity Fund Series AYesYesYes
BMO Sustainable Opportunities China Equity Fund Series AYesYesYes
BMO Sustainable Opportunities Global Equity Fund Series AYesYesYesYes
BMO Sustainable Opportunities Global Equity GIF 75/75 Class AYesYesYesYes
BMO Women in Leadership Fund Series AYes
Brompton Sustainable Real Assets Dividend ETFYes
CAN ESG U.S. Equity 75/100YesYesYes
CAN Sustainable Emerging Markets Equity 75/100YesYesYes
CAN Sustainable Global Bond 75/100YesYesYes
CAN Sustainable Global Equity 75/100YesYesYes
CAN U.S. Carbon Transition Equity 75/100YesYes
Canada Life ESG U.S. Equity Fund RYesYesYes
Canada Life ESG US Equity FundYesYesYes
Canada Life Sustainable Balanced Portfolio A SeriesYes
Canada Life Sustainable Balanced Portfolio GensYes
Canada Life Sustainable Conservative Portfolio A SeriesYes
Canada Life Sustainable Conservative Portfolio GensYes
Canada Life Sustainable Emerging Markets Equity Fund Series RYesYesYes
Canada Life Sustainable Global Bond Fund Series RYesYesYes
Canada Life Sustainable Global Equity Fund Series RYesYesYes
Canada Life Sustainable Growth Portfolio A SeriesYes
Canada Life Sustainable Growth Portfolio GensYes
Canada Life Sustainable Income Pool SYes
Canada Life Sustainable Target Date 2025 Pool SYes
Canada Life Sustainable Target Date 2030 Pool SYes
Canada Life Sustainable Target Date 2035 Pool SYes
Canada Life Sustainable Target Date 2040 Pool SYes
Canada Life Sustainable Target Date 2045 Pool SYes
Canada Life Sustainable Target Date 2050 Pool SYes
Canada Life Sustainable Target Date 2055 Pool SYes
Canada Life Sustainable Target Date 2060 Pool SYes
Canada Life U.S. Carbon Transition Equity Fund Series RYesYes
CI Global Climate Leaders Fund Series AYes
CI Global Green Bond Fund Series AYesYesYesYes
CI Global Sustainable Infrastructure Fund Series AYesYesYesYes
CI Mosaic ESG Balanced ETF Portfolio Series AYes
CI Mosaic ESG Balanced Growth ETF Portfolio Series AYes
CI Mosaic ESG Balanced Income ETF Portfolio series AYes
CI MSCI World ESG Impact Fund Unhedged Series AYesYesYesYes
CI MSCI World ESG Impact Index ETF - Hedged Common UnitsYesYesYesYes
CIBC Clean Energy Index ETF (CCLN)Yes
CIBC Sustainable Balanced Growth Solution Series AYesYesYes
CIBC Sustainable Balanced Solution Series AYesYesYes
CIBC Sustainable Canadian Core Plus Bond Fund Series AYesYesYes
CIBC Sustainable Canadian Equity Fund Series AYesYesYes
CIBC Sustainable Conservative Balanced Solution Series AYesYesYes
CIBC Sustainable Global Equity Fund Series AYesYesYes
CL ESG US EquityYesYesYes
CL Sustainable Emerging Markets EqYesYesYes
CL Sustainable Global BondYesYesYes
CL Sustainable Global EqYesYesYes
CL US Carbon Transition EqYesYes
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 Bond - Net-Zero Emissions Pathway ETFYesYesYes
Desjardins RI Canada - Net-Zero Emissions Pathway ETFYesYes
Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETFYesYes
Desjardins RI Developed ex-USA ex-Canada Multifactor - Net-Zero Emissions Pathway ETFYesYes
Desjardins RI Developed ex-USA ex-Canada Net-Zero Emissions Pathway ETFYesYes
Desjardins RI Emerging Markets - Net-Zero Emissions Pathway ETFYesYes
Desjardins RI Emerging Markets Multifactor - Net-Zero Emissions Pathway ETFYesYes
Desjardins RI Global Multifactor - Fossil Fuel Reserves Free ETFYesYesYes
Desjardins RI USA - Net-Zero Emissions Pathway ETFYesYes
Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETFYesYes
Desjardins Sustainable 100% Equity Portfolio A ClassYesYesYesYes
Desjardins Sustainable American Equity ETFYesYesYesYes
Desjardins Sustainable American Equity Fund A ClassYesYesYesYes
Desjardins Sustainable American Small Cap Equity Fund AYesYesYesYes
Desjardins Sustainable Balanced Portfolio A ClassYesYesYesYes
Desjardins Sustainable Canadian Bond Fund A ClassYesYesYesYes
Desjardins Sustainable Canadian Corporate Bond Fund IYesYesYesYes
Desjardins Sustainable Canadian Equity Fund A ClassYesYesYesYes
Desjardins Sustainable Canadian Equity Income Fund IYesYesYesYes
Desjardins Sustainable Cleantech Fund A ClassYesYesYesYesYesYes
Desjardins Sustainable Conservative Portfolio A ClassYesYesYesYes
Desjardins Sustainable Diversity Fund A-Class unitsYesYesYesYesYes
Desjardins Sustainable Emerging Markets Bond Fund IYesYesYesYes
Desjardins Sustainable Emerging Markets Equity Fund A-Class UnitsYesYesYesYes
Desjardins Sustainable Environmental Bond Fund A ClassYesYesYesYesYesYes
Desjardins Sustainable Fixed Income Portfolio IYesYesYesYes
Desjardins Sustainable Global Balanced Fund AYesYesYesYesYesYes
Desjardins Sustainable Global Bond Fund I-ClassYesYesYesYesYes
Desjardins Sustainable Global Corporate Bond Fund IYesYesYesYes
Desjardins Sustainable Global Dividend Fund IYesYesYesYes
Desjardins Sustainable Global Managed Bond Fund IYesYesYesYes
Desjardins Sustainable Global Opportunities Fund A ClassYesYesYesYesYes
Desjardins Sustainable Growth Portfolio A ClassYesYesYesYes
Desjardins Sustainable International Equity Fund A-Class UnitsYesYesYesYes
Desjardins Sustainable International Small Cap Equity Fund AYesYesYesYes
Desjardins Sustainable Low Volatility Global Equity Fund IYesYesYesYes
Desjardins Sustainable Maximum Growth Portfolio A ClassYesYesYesYes
Desjardins Sustainable Moderate Portfolio A ClassYesYesYesYes
Desjardins Sustainable Positive Change Fund A-Class UnitsYesYesYesYesYesYes
Desjardins Sustainable Short-Term Income Fund IYesYesYesYes
DFA Global Sustainability Core Equity Fund Class AYes
DFS GIF - 100% Equity - Desjardins SocieTerra Series 5YesYesYesYes
DFS GIF - Balanced - Desjardins SocieTerra Series 5YesYesYesYes
DFS GIF - Conservative - Desjardins SocieTerra Series 5YesYesYesYes
DFS GIF - Global Balanced - Desjardins SocieTerra Series 5YesYesYesYesYesYes
DFS GIF - Growth - Desjardins SocieTerra Series 5YesYesYesYes
DFS GIF - Maximum Growth - Desjardins SocieTerra Series 5YesYesYesYes
DFS GIF - Moderate - Desjardins SocieTerra Series 5YesYesYesYes
Dynamic Active Energy Evolution ETFYes
Dynamic Energy Evolution Fund Series AYes
Dynamic Sustainable Credit Fund Series AYesYes
Dynamic Sustainable Equity Fund Series AYesYes
Educators BrighterFuture Bond Fund Class AYesYesYesYes
Educators BrighterFuture Global Equity Fund Class AYesYesYesYes
EHP Global ESG Leaders Alternative Fund Class AYesYes
Emerge EMPWR Sustainable Dividend Equity ETF - Series A UnitsYesYes
Emerge EMPWR Sustainable Emerging Markets Equity ETF - Series A UnitsYesYes
Emerge EMPWR Sustainable Global Core Equity ETF - Series A UnitsYesYes
Emerge EMPWR Sustainable Select Growth Equity ETF - Series A UnitsYesYes
Emerge EMPWR Unified Sustainable Equity ETF - Series A UnitsYes
Empire Life Global Sust Equity GIF 75/75 Class KYes
Encasa Canadian Bond Fund Series AYes
Encasa Canadian Short-Term Bond Fund Series AYes
Encasa Equity Fund Series AYes
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 Fund SelectYesYesYes
Equitable Life S&P 500 ESG Index Fund SelectYesYesYes
Equitable Life S&P/TSX Composite ESG Index Fund SelectYesYesYes
Evolve S&P 500 CleanBeta Fund CAD HedgedYes
Evolve S&P/TSX 60 CleanBeta Fund CAD UnhedgedYes
FÉRIQUE Global Sustainable Development Bond Fund Series AYesYesYes
FÉRIQUE Global Sustainable Development Equity Fund Series AYesYesYes
Fidelity Climate Leadership Balanced Fund Series AYesYes
Fidelity Climate Leadership Bond Fund Series AYesYesYes
Fidelity Climate Leadership Fund Series AYesYesYes
Fidelity Sustainable World ETFYes
Fidelity Sustainable World ETF Fund Series BYes
Fidelity Women's Leadership Fund Series AYes
Fidelity Women's Leadership Systematic Currency Hedged Fund Series AYes
Fiera Canadian Equity Ethical Fossil Fuel Free FundYesYes
Fiera Global Impact FundYesYesYes
Fiera International Equity Etcl ESG FdYes
Fiera U.S. Equity Ethical ESG FundYes
First Trust Nasdaq Clean Edge Green Energy ETF UnitsYes
FMOQ Omniresponsable FundYesYes
Franklin Brandywine Global Sustainable Balanced Fund Series AYesYesYes
Franklin Brandywine Global Sustainable Income Optimiser Active ETFYesYesYes
Franklin Brandywine Global Sustainable Income Optimiser Fund Series AYesYesYes
Franklin ClearBridge Sustainable Global Infrastructure Income Active ETFYesYesYes
Franklin ClearBridge Sustainable Global Infrastructure Income Fund Series AYesYesYes
Franklin ClearBridge Sustainable International Growth Active ETFYesYesYes
Franklin ClearBridge Sustainable International Growth Fund II Series AYesYesYes
Franklin ClearBridge Sustainable International Growth Fund Series AYesYesYes
Franklin ClearBridge U.S. Sustainability Leaders FundYesYes
Franklin ClearBridge U.S. Sustainability Leaders Fund Series OYesYes
Franklin Global Aggregate Bond Active ETF (CAD-Hedged)YesYes
Franklin Global Aggregate Bond FundYesYes
Franklin Global Core Bond Fund Series AYesYes
Franklin Innovation Active ETFYesYesYes
Franklin Innovation FundYesYesYes
Franklin Martin Currie Improving Society Fund Series AYesYesYesYesYes
Franklin Martin Currie Improving Society Fund Series A U$YesYesYesYesYes
Franklin Martin Currie Improving Society Fund Series F U$YesYesYesYesYes
Franklin Martin Currie Improving Society Fund Series O U$YesYesYesYesYes
Franklin Martin Currie Sustainable Emerging Markets Fund Series AYesYes
Franklin Martin Currie Sustainable Global Equity Fund Series AYesYes
Franklin Sustainable Canadian Core Equity Fund Series OYesYesYes
Franklin Sustainable International Core Equity Fund Series OYesYesYes
Franklin Sustainable U.S. Core Equity Fund Series OYesYesYes
Franklin U.S. Opportunities FundYesYesYes
Franklin Western Asset Core Plus Bond Active ETFYesYesYesYes
Franklin Western Asset Core Plus Bond FundYesYesYesYes
GEM Balanced Pool Class IYesYes
GEM Canadian Equity Pool Class IYesYes
GEM Fixed Income Pool Class IYesYes
GEM Global Equity Pool Class IYesYes
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
Genus High Impact EquityYes
Global Iman Fund Series AYes
Global X Global Sustainability Leaders Index ETFYesYesYesYesYes
Global X S&P Green Bond Index ETFYesYes
Great-West Life SRI Canadian Equity (GWLIM)Yes
GreenWise Balanced Portfolio Series AYesYesYesYesYes
GreenWise Conservative Portfolio Series AYesYesYesYesYes
GreenWise Growth Portfolio Series AYesYesYesYesYes
Guardian Sustainable Balanced 40/60 FundYes
Guardian Sustainable Balanced 60/40 Fund Yes
Guardian Sustainable Growth 100 FundYes
Guardian Sustainable Growth 80/20 FundYes
Guardian Sustainable Income 100 FundYes
Guardian Sustainable Income 20/80 FundYes
Harvest Clean Energy ETF - Class A UnitsYes
Harvest ESG Equity Income Index ETF Class AYesYes
Horizons Active ESG Corporate Bond ETF - Class A UnitsYesYes
HSBC Sustainable Balanced FundYesYes
IA Clarington Inhance Balanced SRI Portfolio Series AYesYesYes
IA Clarington Inhance Bond SRI Fund Series BYesYesYes
IA Clarington Inhance Canadian Equity SRI Class Series AYesYesYes
IA Clarington Inhance Conservative SRI Portfolio Series AYesYesYes
IA Clarington Inhance Global Equity SRI Class Series AYesYesYes
IA Clarington Inhance Global Equity SRI FundYesYesYes
IA Clarington Inhance Global Small Cap SRI Fund Series AYesYesYes
IA Clarington Inhance Growth SRI Portfolio Series AYesYesYes
IA Clarington Inhance High Growth SRI Portfolio Series AYesYesYes
IA Clarington Inhance Moderate SRI Portfolio Series T6YesYesYes
IA Clarington Inhance Monthly Income SRI Fund Series E6YesYesYes
IA Clarington Inhance Monthly Income SRI Fund Series T6YesYesYes
IA Clarington Inhance Monthly Income SRI GIF - BYesYesYes
iA Climate Strategy (Wellington) Ecoflextra 75/75Yes
iA Climate Strategy (Wellington) SRP 75/75 & My Education+Yes
iA Fidelity Climate Leadership Balanced Ecoflextra 75/75YesYes
iA Fidelity Climate Leadership Balanced SRP 75/75 & My Education+YesYes
iA SRI Balanced (Inhance) SRP 75/75 & My Education+YesYesYesYes
iA SRI Growth (Inhance) Ecoflex & My EducationYesYesYesYes
iA SRI Moderate (Inhance) Ecoflex & My EducationYesYesYesYes
iA Sustainable Canadian Equity (iAIM)YesYes
IG Climate Action Portfolio - Global Equity Balanced Series FYesYesYesYesYes
IG Climate Action Portfolio - Global Equity Series FYesYesYesYesYes
IG Climate Action Portfolio - Global Fixed Income Balanced Series FYesYesYesYesYes
IG Climate Action Portfolio - Global Neutral Balanced Series FYesYesYesYesYes
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 Class Series AYesYesYesYes
IG Mackenzie Betterworld SRI Fund Series CYesYesYesYes
IG/CL Summa SRI Segregated FundYesYesYesYes
Invesco ESG Canadian Core Plus Bond ETFYesYes
Invesco ESG Canadian Core Plus Bond ETF Fund Series AYesYes
Invesco ESG Global Bond ETFYesYes
Invesco ESG NASDAQ 100 Index ETF - CAD UnitsYesYesYes
Invesco ESG NASDAQ Next Gen 100 Index ETF - CAD UnitsYesYesYes
Invesco Global Balanced ESG ETF Fund Series AYesYes
Invesco Global Dividend ESG ETF Fund Series AYesYes
Invesco S&P 500 ESG Index ETFYesYesYes
Invesco S&P 500 ESG Index ETF Fund Series AYesYesYes
Invesco S&P 500 ESG Tilt Index ETFYesYesYes
Invesco S&P International Developed Dividend Aristocrats ESG Index ETFYesYes
Invesco S&P International Developed ESG Index ETFYesYesYes
Invesco S&P International Developed ESG Tilt Index ETFYesYesYes
Invesco S&P US Dividend Aristocrats ESG Index ETFYesYes
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 Canadian Dividend Aristocrats ESG Index ETFYesYes
Invesco S&P/TSX Composite ESG Index ETFYesYesYes
Invesco S&P/TSX Composite ESG Index ETF Class Series AYesYesYes
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 ETF C$YesYesYes
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 PortfolioYesYesYes
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 Fund Series FYesYesYes
Mackenzie Betterworld Canadian Equity Fund Series AYesYesYesYes
Mackenzie Betterworld Canadian Equity Fund Series LBYesYesYesYes
Mackenzie Betterworld Global Equity Fund Series AYesYesYesYes
Mackenzie Betterworld Global Equity Fund Series LBYesYesYesYes
Mackenzie Canadian Growth Fund II Series AYesYesYesYes
Mackenzie Canadian Sustainable Bond FundYes
Mackenzie Corporate Knights Global 100 Index Fund Series AYesYesYes
Mackenzie FuturePath Canadian Sustainable Equity Fund PAYesYesYesYes
Mackenzie Futurepath Shariah Global Equity Fund PAYes
Mackenzie Global Green Bond Fund Series AYesYes
Mackenzie Global Green Bond Fund Series LBYesYes
Mackenzie Global Sustainable Balanced Fund Series AYesYesYes
Mackenzie Global Sustainable Balanced Fund Series LBYesYesYes
Mackenzie Global Sustainable Bond ETFYesYesYesYes
Mackenzie Global Sustainable Bond Fund Series AYesYesYesYes
Mackenzie Global Sustainable Bond Fund Series LBYesYesYesYes
Mackenzie Global Women's Leadership ETFYesYesYesYes
Mackenzie Global Women's Leadership Fund Series AYesYesYesYes
Mackenzie Global Women's Leadership Fund Series LBYesYesYesYes
Mackenzie Greenchip Global Environmental All Cap Fund Series AYesYesYes
Mackenzie Greenchip Global Environmental All Cap Fund Series LBYesYesYes
Mackenzie Greenchip Global Environmental Balanced Fund Series AYesYesYes
Mackenzie Greenchip Global Environmental Balanced Fund Series LBYesYesYes
Mackenzie Greenchip Global Environmental Fund FYesYesYes
Mackenzie Shariah Global Equity Fund Series AYes
Mackenzie USD Greenchip Global Environmental All Cap Fund AYesYesYes
Manulife Climate Action Balanced Fund Advisor SeriesYesYesYesYes
Manulife Climate Action Balanced Guaranteed Investment Fund Select Investment Plus SeriesYesYesYesYes
Manulife Climate Action Balanced Segregated FundYesYesYesYes
Manulife Climate Action Bond Fund Advisor SeriesYesYes
Manulife Climate Action Class Advisor SeriesYesYesYesYes
Manulife Climate Action Fund Advisor SeriesYesYesYesYesYesYes
Manulife Franklin LifeSmart Sust 2060Yes
Manulife Franklin LifeSmart Sust 2065Yes
Manulife MIM Global ClimateYesYes
Manulife SP Funds Dow Jones Global Sukuk ETF FundYes
Manulife SP Funds Shariah S&P 500 ETF FundYes
Manzil Mortgage PTFYes
MD Fossil Fuel Free Bond Fund Series AYesYes
MD Fossil Fuel Free Equity Fund Series AYesYes
Middlefield Global Energy Transition ClassYesYesYesYesYes
Middlefield International Clean Power Dividend FundYesYesYes
Middlefield Sustainable Global Dividend ETFYesYesYesYes
Middlefield Sustainable Infrastructure Dividend ETFYesYesYesYes
Middlefield Workplace Technology Dividend FundYesYesYesYes
Montrusco Bolton Global Equity ex Fossil FuelsYes
NBI Sustainable Canadian Bond ETFYesYesYesYesYes
NBI Sustainable Canadian Bond Fund Advisor Series/ISCYesYesYesYesYes
NBI Sustainable Canadian Corporate Bond ETFYesYesYesYesYes
NBI Sustainable Canadian Equity ETFYesYes
NBI Sustainable Canadian Equity Fund Advisor Series/ISCYesYes
NBI Sustainable Canadian Short Term Bond ETFYesYesYesYesYes
NBI Sustainable Global Equity ETFYesYes
NBI Sustainable Global Equity Fund Advisor Series/ISCYesYes
NEI Balanced Private Portfolio Series WYes
NEI Balanced Yield Portfolio Series AYes
NEI Canadian Bond Fund Series AYesYes
NEI Canadian Dividend Fund Series AYes
NEI Canadian Equity Fund Series AYes
NEI Canadian Equity Pool Series IYes
NEI Canadian Equity RS Fund Series AYesYesYes
NEI Canadian Impact Bond Fund Series AYesYesYes
NEI Canadian Small Cap Equity Fund Series AYes
NEI Canadian Small Cap Equity RS Fund Series AYesYesYes
NEI Clean Infrastructure Fund AYesYesYesYesYes
NEI Conservative Yield Portfolio Series PYes
NEI Emerging Markets Fund Series AYesYesYes
NEI Environmental Leaders Fund Series AYesYesYesYesYes
NEI ESG Canadian Enhanced Index Fund Series AYesYesYesYes
NEI Fixed Income Pool Series IYes
NEI Global Dividend RS Fund Series AYesYesYes
NEI Global Equity Pool Series IYes
NEI Global Equity RS Fund Series AYesYesYes
NEI Global Growth Fund Series AYesYesYes
NEI Global High Yield Bond Fund Series AYesYes
NEI Global Impact Bond Fund Series AYesYesYesYes
NEI Global Sustainable Balanced Fund Series AYesYesYesYes
NEI Global Total Return Bond Fund Series AYesYesYes
NEI Global Value Fund Series AYesYesYes
NEI Growth & Income Fund Series AYes
NEI Growth Private Portfolio Series WYes
NEI Impact Balanced Portfolio Series AYesYesYesYes
NEI Impact Conservative Portfolio Series AYesYesYesYes
NEI Impact Growth Portfolio Series AYesYesYesYes
NEI Income & Growth Private Portfolio Series WYes
NEI Income Private Portfolio Series WYes
NEI International Equity RS Fund Series AYesYesYes
NEI Long Short Equity Fund Series AYesYesYes
NEI Select Balanced RS Portfolio Series AYesYesYes
NEI Select Growth & Income RS Portfolio Series AYesYesYes
NEI Select Growth RS Portfolio Series AYesYesYes
NEI Select Income & Growth RS Portfolio Series AYesYesYes
NEI Select Income RS Portfolio Series AYesYesYes
NEI Select Maximum Growth RS Portfolio Series AYesYesYes
NEI U.S. Dividend Fund Series AYes
NEI U.S. Equity RS Fund Series AYesYesYes
Nuveen Global Green Bond Fund Series AYesYes
OneVest Halal Equity PTFYes
Pender Emerging Markets Impact FundYes
PIMCO – IG Climate Bond PoolYes
PIMCO Climate Bond Fund (Canada) Series AYesYesYesYes
PIMCO ESG Income Fund (Canada) Series AYesYesYes
Portland Global Sustainable Evergreen Fund Series AYes
Portland Global Sustainable Evergreen LP Series AYes
Portland Replacement of Fossil Fuels Alternative Fund Series AYes
Power Sustainable China Ascent Fund Series AYes
Purpose Energy Transition Fund Series AYesYesYes
Putnam – IG Sustainable Leaders PoolYes
RBC Vision Balanced Fund Series AYesYes
RBC Vision Bond Fund Series DYesYes
RBC Vision Canadian Equity Fund Series AYesYes
RBC Vision Fossil Fuel Free Balanced Fund Series AYesYesYes
RBC Vision Fossil Fuel Free Bond Fund Series AYesYesYes
RBC Vision Fossil Fuel Free Emerging Markets Equity Fund Series AYesYesYes
RBC Vision Fossil Fuel Free Global Equity Fund Series AYesYes
RBC Vision Fossil Fuel Free Short-Term Bond Fund Series AYesYesYes
RBC Vision Global Equity Fund Series AYesYes
RBC Vision QUBE Fossil Fuel Free Low Volatility Canadian Equity Fund Series AYesYesYes
RBC Vision Women's Leadership MSCI Canada Index ETFYesYes
RGP Impact Fixed Income Portfolio Class AYesYesYes
Rockefeller IG Climate Solutions PoolYes
Russell Investments ESG Global Equity Pool Series BYesYesYes
Scotia Low Carbon Canadian Fixed Income Fund Series AYesYesYes
Scotia Low Carbon Global Balanced Fund Series AYesYesYes
Scotia Low Carbon Global Equity Fund Series AYesYesYes
Scotia Responsible Investing Canadian Bond Index ETFYes
Scotia Responsible Investing Canadian Equity Index ETFYesYesYes
Scotia Responsible Investing International Equity Index ETFYesYesYes
Scotia Responsible Investing U.S. Equity Index ETFYesYesYes
Scotia Sustainable Global Corporate Bond Fund Class FYes
Scotia Sustainable Global Equity Fund Class FYes
Stone Global ESG Strategy FundYes
Stone Global Sustainability Fund Series AYes
Sun Life Acadian International Equity Fund Series IYesYes
Sun Life KBI Sustainable Infrastructure Private Pool Series AYesYesYesYesYes
Sun Life Net Zero Target Bond Fund Series IYesYes
Sun Life Sustainable Canadian Fixed Income FundYesYes
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 Emerald Lw Carb Glbl Eq Idx Pld Fd TrYes
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 Fund Investor SeriesYesYes
TD North American Sustainability Bond Fund - Investor SeriesYesYes
TD North American Sustainability Equity Fund Investor SeriesYesYes
Templeton Emerging Markets FundYesYesYes
Templeton Sustainable Global Balanced FundYesYesYesYes
VPI Sustainability Leaders Pool - Series AYesYes
Waratah Alternative ESG Fund Class F UnitsYes
Wealthsimple Developed Markets ex North America Socially Responsible Index ETFYes
Wealthsimple North America Socially Responsible Index ETFYes
Wealthsimple North American Green Bond Index ETF (CAD-Hedged)YesYes
Wealthsimple Shariah World Equity Index ETFYes