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 Pooled Fund | Yes | Yes | Yes | |||
| Addenda Income Focus Fund | Yes | Yes | Yes | |||
| AGF Global ESG Equity Fund | Yes | Yes | ||||
| AGF Global Sustainable Balanced Class | Yes | Yes | ||||
| AGF Global Sustainable Balanced Fund | Yes | Yes | ||||
| AGF Global Sustainable Growth Equity ETF | Yes | Yes | ||||
| AGF Global Sustainable Growth Equity Fund | Yes | Yes | ||||
| AGFiQ Global ESG Factors ETF | Yes | Yes | ||||
| Black Diamond Impact Core Equity Fund | Yes | Yes | Yes | |||
| BMO AM Responsible Global Equity ESG Fund | Yes | Yes | Yes | |||
| BMO Balanced ESG ETF | Yes | Yes | ||||
| BMO Balanced ESG ETF GIF | Yes | Yes | ||||
| BMO Brookfield Global Renewables Infrastructure Fund | Yes | Yes | ||||
| BMO Clean Energy ETF Fund | Yes | |||||
| BMO Clean Energy Index ETF | 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 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 | Yes | Yes | Yes | Yes | Yes | |
| BMO Sustainable Balanced Portfolio | Yes | |||||
| BMO Sustainable Bond Fund | Yes | Yes | Yes | |||
| BMO Sustainable Conservative Portfolio | Yes | |||||
| BMO Sustainable Global Balanced Fund | Yes | Yes | Yes | |||
| BMO Sustainable Global Multi-Sector Bond Fund | Yes | Yes | Yes | |||
| BMO Sustainable Global Multi-Sector Bond GIF | Yes | Yes | Yes | |||
| BMO Sustainable Growth Portfolio | Yes | |||||
| BMO Sustainable Income Portfolio | Yes | |||||
| BMO Sustainable Opportunities Canadian Equity Fund | Yes | Yes | Yes | |||
| BMO Sustainable Opportunities China Equity Fund | Yes | Yes | Yes | |||
| BMO Sustainable Opportunities Global Equity Fund | Yes | Yes | Yes | Yes | ||
| BMO Sustainable Opportunities Global Equity GIF | Yes | Yes | Yes | Yes | ||
| BMO Women in Leadership Fund | Yes | |||||
| Brompton Sustainable Real Assets Dividend ETF | Yes | |||||
| Canada Life ESG US Equity Fund | Yes | Yes | Yes | |||
| Canada Life Sustainable Balanced Portfolio | Yes | |||||
| Canada Life Sustainable Conservative Portfolio | Yes | |||||
| Canada Life Sustainable Emerging Markets Equity Fund | Yes | Yes | Yes | |||
| Canada Life Sustainable Global Bond Fund | Yes | Yes | Yes | |||
| Canada Life Sustainable Global Equity Fund | Yes | Yes | Yes | |||
| Canada Life Sustainable Growth Portfolio | Yes | |||||
| 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 Fund | Yes | Yes | ||||
| CI Global Climate Leaders Fund | Yes | |||||
| CI Global Green Bond Fund | Yes | Yes | Yes | |||
| CI Global Sustainable Infrastructure Fund | Yes | Yes | Yes | Yes | ||
| CI Mosaic ESG Balanced ETF Portfolio | Yes | |||||
| CI Mosaic ESG Balanced Growth ETF Portfolio | Yes | |||||
| CI Mosaic ESG Balanced Income ETF Portfolio | Yes | |||||
| CI MSCI World ESG Impact ETF | Yes | Yes | Yes | Yes | ||
| CI MSCI World ESG Impact Fund | Yes | Yes | Yes | Yes | ||
| CIBC Clean Energy Index ETF | Yes | |||||
| CIBC Sustainable Balanced Growth Solution | Yes | Yes | Yes | |||
| CIBC Sustainable Balanced Solution | Yes | Yes | Yes | |||
| CIBC Sustainable Canadian Core Plus Bond Fund | Yes | Yes | Yes | |||
| CIBC Sustainable Canadian Equity Fund | Yes | Yes | Yes | |||
| CIBC Sustainable Conservative Balanced Solution | Yes | Yes | Yes | |||
| CIBC Sustainable Global Equity Fund | Yes | 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 | Yes | Yes | ||||
| Desjardins RI Canada | Yes | Yes | ||||
| Desjardins RI Canada Multifactor | Yes | Yes | ||||
| Desjardins RI Developed ex-USA ex-Canada Low CO2 Index ETF | Yes | Yes | ||||
| Desjardins RI Developed ex-USA ex-Canada Multifactor | Yes | Yes | ||||
| Desjardins RI Emerging Markets Low CO2 Index ETF | Yes | Yes | ||||
| Desjardins RI Emerging Markets Multifactor | Yes | Yes | ||||
| Desjardins RI Global Multifactor | Yes | Yes | Yes | |||
| Desjardins RI USA | Yes | Yes | ||||
| Desjardins RI USA Multifactor | Yes | Yes | ||||
| Desjardins SocieTerra 100% Equity Portfolio | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra American Equity ETF | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra American Equity Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra American Small Cap Equity Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Balanced Portfolio | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Canadian Bond Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Canadian Equity Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Canadian Equity Income Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Cleantech Fund | Yes | Yes | Yes | Yes | Yes | Yes |
| Desjardins SocieTerra Conservative Portfolio | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Diversity Fund | Yes | Yes | Yes | Yes | Yes | |
| Desjardins SocieTerra Emerging Markets Bond Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Emerging Markets Equity Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Environmental Bond Fund | Yes | Yes | Yes | Yes | Yes | Yes |
| Desjardins SocieTerra Fixed Income Portfolio | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Global Balanced Fund | Yes | Yes | Yes | Yes | Yes | Yes |
| Desjardins SocieTerra Global Bond Fund | Yes | Yes | Yes | Yes | Yes | |
| Desjardins SocieTerra Global Corporate Bond Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Global Dividend Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Global Managed Bond Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Global Opportunities Fund | Yes | Yes | Yes | Yes | Yes | |
| Desjardins SocieTerra Growth Portfolio | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra International Equity Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra International Small Cap Equity Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Low Volatility Global Equity Fund | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Maximum Growth Portfolio | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Moderate Portfolio | Yes | Yes | Yes | Yes | ||
| Desjardins SocieTerra Positive Change | Yes | Yes | Yes | Yes | Yes | Yes |
| Desjardins SocieTerra Short-Term Income Fund | Yes | Yes | Yes | Yes | ||
| DFA Global Sustainability Core Equity Fund | Yes | |||||
| DFS GIF 100% Equity Desjardins SocieTerra | Yes | Yes | Yes | Yes | ||
| DFS GIF - Balanced - Desjardins SocieTerra | Yes | Yes | Yes | Yes | ||
| DFS GIF - Conservative - Desjardins SocieTerra | Yes | Yes | Yes | Yes | ||
| DFS GIF - Growth - Desjardins SocieTerra | Yes | Yes | Yes | Yes | ||
| DFS GIF - Maximum Growth - Desjardins SocieTerra | Yes | Yes | Yes | Yes | ||
| DFS GIF Moderate Desjardins SocieTerra | Yes | Yes | Yes | Yes | ||
| Dynamic Active Energy Evolution ETF | Yes | |||||
| Dynamic Energy Evolution Fund | Yes | |||||
| Dynamic Sustainable Credit Fund | Yes | |||||
| Dynamic Sustainable Equity Fund | Yes | |||||
| EHP Global ESG Leaders Alternative Fund | Yes | Yes | ||||
| Emerge EMPWR Sustainable Dividend Equity ETF | Yes | Yes | ||||
| Emerge EMPWR Sustainable Emerging Markets Equity ETF | Yes | Yes | ||||
| Emerge EMPWR Sustainable Global Core Equity ETF | Yes | Yes | ||||
| Emerge EMPWR Sustainable Select Growth Equity ETF | Yes | Yes | ||||
| Emerge EMPWR Unified Sustainable Equity ETF | Yes | Yes | ||||
| Empire Life Global Sustainable Equity GIF | Yes | |||||
| Encasa Canadian Bond Fund | Yes | |||||
| Encasa Canadian Short-Term Bond Fund | Yes | |||||
| Encasa Equity Fund | 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 | Yes | Yes | Yes | |||
| Equitable Life S&P 500 ESG Index Fund | Yes | Yes | Yes | |||
| Equitable Life S&P/TSX Composite ESG Index Fund | 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 | Yes | Yes | Yes | |||
| FÉRIQUE Global Sustainable Development Equity Fund | Yes | Yes | ||||
| Fidelity Climate Leadership Balanced Fund | Yes | |||||
| Fidelity Climate Leadership Bond Fund | Yes | Yes | ||||
| Fidelity Climate Leadership Fund | Yes | Yes | ||||
| Fidelity Sustainable World ETF | Yes | Yes | ||||
| Fidelity Sustainable World ETF Fund | Yes | Yes | ||||
| Fidelity Women's Leadership Fund | Yes | |||||
| Fidelity Women's Leadership Systematic Currency Hedged Fund | Yes | |||||
| Fiera Canadian Equity Ethical Fossil Fuel Free Fund | Yes | Yes | ||||
| Fiera Global Impact Fund | Yes | Yes | Yes | |||
| First Trust Nasdaq Clean Edge Green Energy ETF | Yes | |||||
| FMOQ omniresponsable Fund | Yes | Yes | ||||
| Franklin Brandywine Global Sustainable Balanced Fund | Yes | Yes | Yes | |||
| Franklin Brandywine Global Sustainable Income Optimiser Active ETF | Yes | Yes | Yes | |||
| Franklin Brandywine Global Sustainable Income Optimiser Fund | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable Global Infrastructure Income Active ETF | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable Global Infrastructure Income Fund | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable International Growth Active ETF | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable International Growth Fund | Yes | Yes | Yes | |||
| Franklin ClearBridge Sustainable International Growth Fund II | Yes | Yes | Yes | |||
| Franklin ClearBridge U.S. Sustainability Leaders Fund | Yes | Yes | ||||
| Franklin Global Aggregate Bond Active ETF (CAD-Hedged) | Yes | Yes | ||||
| Franklin Global Aggregate Bond Fund | Yes | Yes | ||||
| Franklin Innovation Active ETF | Yes | Yes | Yes | |||
| Franklin Innovation Fund | Yes | Yes | Yes | |||
| Franklin Martin Currie Sustainable Emerging Markets Fund | Yes | Yes | ||||
| Franklin Martin Currie Sustainable Global Equity Fund | Yes | Yes | ||||
| Franklin Sustainable Canadian Core Equity Fund | Yes | Yes | Yes | |||
| Franklin Sustainable International Core Equity Fund | Yes | Yes | Yes | |||
| Franklin Sustainable U.S. Core Equity Fund | 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 | Yes | Yes | ||||
| GEM Canadian Equity Pool | Yes | Yes | ||||
| GEM Fixed Income Pool | Yes | Yes | ||||
| GEM Global Equity Pool | 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 | Yes | |||||
| Great-West Life SRI Canadian Equity (GWLIM) | Yes | |||||
| GreenWise Balanced Portfolio | Yes | Yes | Yes | |||
| GreenWise Conservative Portfolio | Yes | Yes | Yes | |||
| GreenWise Growth Portfolio | Yes | Yes | Yes | |||
| Guardian Sustainable Balanced 40/60 Fund | Yes | |||||
| Guardian Sustainable Balanced 60/40 Fund | Yes | |||||
| Guardian Sustainable Growth 80/20 Fund | Yes | |||||
| Guardian Sustainable Growth 100 Fund | Yes | |||||
| Guardian Sustainable Income 20/80 Fund | Yes | |||||
| Guardian Sustainable Income 100 Fund | Yes | |||||
| Harvest Clean Energy ETF | Yes | |||||
| Harvest ESG Equity Income Index ETF | Yes | Yes | ||||
| Horizons Active ESG Corporate Bond ETF | Yes | Yes | ||||
| Horizons Global Sustainability Leaders Index ETF | Yes | Yes | Yes | Yes | Yes | |
| Horizons S&P Green Bond Index ETF | Yes | Yes | ||||
| HSBC Sustainable Balanced Fund | Yes | Yes | ||||
| IA Clarington Inhance Balanced SRI Portfolio | Yes | Yes | Yes | |||
| IA Clarington Inhance Bond SRI Fund | Yes | Yes | Yes | |||
| IA Clarington Inhance Canadian Equity SRI Class | Yes | Yes | Yes | |||
| IA Clarington Inhance Conservative SRI Portfolio | Yes | Yes | Yes | |||
| IA Clarington Inhance Global Equity SRI Class | Yes | Yes | Yes | |||
| IA Clarington Inhance Global Equity SRI Fund | Yes | Yes | Yes | |||
| IA Clarington Inhance Growth SRI Portfolio | Yes | Yes | Yes | |||
| IA Clarington Inhance High Growth SRI Portfolio | Yes | Yes | Yes | |||
| IA Clarington Inhance Moderate SRI Portfolio | Yes | Yes | Yes | |||
| IA Clarington Inhance Monthly Inc SRI GIF Fund | Yes | Yes | Yes | |||
| IA Clarington Inhance Monthly Income SRI Fund | Yes | Yes | Yes | |||
| iA Climate Strategy (Wellington) | Yes | |||||
| iA Fidelity Climate Leadership Balanced | Yes | Yes | ||||
| iA SRI Balanced (Inhance) Ecoflex &My Education | Yes | Yes | Yes | Yes | ||
| iA SRI Growth (Inhance) | Yes | Yes | Yes | Yes | ||
| iA SRI Moderate (Inhance) | Yes | Yes | Yes | Yes | ||
| iA Sustainable Canadian Equity (iAIM) | Yes | Yes | ||||
| IG Climate Action Portfolio Global Equity | Yes | Yes | Yes | Yes | ||
| IG Climate Action Portfolio Global Equity Balanced | Yes | Yes | Yes | Yes | ||
| IG Climate Action Portfolio Global Fixed Income Balanced | Yes | Yes | Yes | Yes | ||
| IG Climate Action Portfolio Global Neutral Balanced | 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 | Yes | Yes | Yes | Yes | ||
| IG Mackenzie Betterworld SRI Fund | Yes | Yes | Yes | Yes | ||
| IG/CL Summa SRI Segregated Fund | Yes | Yes | Yes | Yes | ||
| Invesco ESG Canadian Core Plus Bd ETF Fund | Yes | Yes | Yes | |||
| Invesco ESG Canadian Core Plus Bond ETF | Yes | Yes | Yes | |||
| Invesco ESG Global Bond ETF | Yes | Yes | Yes | |||
| Invesco ESG NASDAQ 100 Index ETF | Yes | Yes | Yes | |||
| Invesco ESG NASDAQ Next Gen 100 Index ETF | Yes | Yes | Yes | |||
| Invesco Global Balanced ESG ETF Fund | Yes | |||||
| Invesco S&P 500 ESG Index ETF | Yes | Yes | Yes | |||
| Invesco S&P 500 ESG Index ETF Fund | Yes | Yes | Yes | |||
| Invesco S&P 500 ESG Tilt Index ETF | Yes | 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 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 Composite ESG Index ETF | Yes | Yes | Yes | |||
| Invesco S&P/TSX Composite ESG Index ETF Class | 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 | 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 Port | 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 | Yes | Yes | Yes | |||
| Mackenzie Betterworld Canadian Equity Fund | Yes | Yes | Yes | Yes | ||
| Mackenzie Betterworld Global Equity Fund | Yes | Yes | Yes | Yes | ||
| Mackenzie Canadian Sustainable Bond Fund | Yes | |||||
| Mackenzie FuturePath Canadian Sustainable Equity Fund | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Green Bond Fund | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Sustainable Balanced Fund | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Sustainable Bond ETF | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Sustainable Bond Fund | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Women's Leadership ETF | Yes | Yes | Yes | Yes | ||
| Mackenzie Global Women's Leadership Fund | Yes | Yes | Yes | Yes | ||
| Mackenzie Greenchip Global Environmental All Cap Fund | Yes | Yes | Yes | |||
| Mackenzie Greenchip Global Environmental Balanced Fund | Yes | Yes | Yes | |||
| Manulife Climate Action Balanced Fund | Yes | Yes | Yes | Yes | ||
| Manulife Climate Action Balanced Segregated Fund | Yes | Yes | Yes | Yes | ||
| Manulife Climate Action Bond Fund | Yes | Yes | ||||
| Manulife Climate Action Class | Yes | Yes | Yes | Yes | ||
| Manulife Climate Action Fund | Yes | Yes | Yes | Yes | ||
| MD Fossil Fuel Free Bond Fund | Yes | Yes | ||||
| MD Fossil Fuel Free Equity Fund | Yes | Yes | ||||
| Middlefield Global Energy Transition Class | Yes | Yes | Yes | Yes | Yes | |
| Middlefield International Clean Power Dividend | Yes | Yes | Yes | |||
| Middlefield Sustainable Global Div ETF | Yes | |||||
| Middlefield Sustainable Infra Div ETF | Yes | Yes | ||||
| Middlefield Workplace Technology Dividend Fund | Yes | Yes | Yes | Yes | ||
| Montrusco Bolton Global Equity ex-Fossil Fuel | Yes | Yes | ||||
| NBI Sustainable Canadian Bond ETF | Yes | Yes | Yes | |||
| NBI Sustainable Canadian Bond Fund | Yes | Yes | ||||
| NBI Sustainable Canadian Corporate Bond ETF | Yes | Yes | ||||
| NBI Sustainable Canadian Equity ETF | Yes | Yes | ||||
| NBI Sustainable Canadian Equity Fund | Yes | Yes | ||||
| NBI Sustainable Canadian Short Term Bond | Yes | Yes | ||||
| NBI Sustainable Global Equity ETF | Yes | Yes | ||||
| NBI Sustainable Global Equity Fund | Yes | Yes | ||||
| NEI Canadian Bond Fund | Yes | Yes | ||||
| NEI Canadian Equity RS Fund | Yes | Yes | Yes | |||
| NEI Canadian Small Cap Equity RS Fund | Yes | Yes | Yes | |||
| NEI Clean Infrastructure Fund | Yes | Yes | Yes | Yes | Yes | |
| NEI Environmental Leaders Fund | Yes | Yes | Yes | Yes | Yes | |
| NEI ESG Canadian Enhanced Index Fund | Yes | Yes | Yes | Yes | ||
| NEI Global Dividend RS Fund | Yes | Yes | Yes | |||
| NEI Global Equity RS Fund | Yes | Yes | Yes | |||
| NEI Global Growth Fund | Yes | Yes | Yes | |||
| NEI Global High Yield Bond Fund | Yes | Yes | ||||
| NEI Global Impact Bond Fund | Yes | Yes | Yes | Yes | ||
| NEI Global Sustainable Balanced Fund | Yes | Yes | Yes | Yes | ||
| NEI Global Total Return Bond Fund | Yes | Yes | Yes | |||
| NEI Global Value Fund | Yes | Yes | Yes | |||
| NEI International Equity RS Fund | Yes | Yes | Yes | |||
| NEI Select Balanced RS Portfolio | Yes | Yes | Yes | |||
| NEI Select Growth & Income RS Portfolio | Yes | Yes | Yes | |||
| NEI Select Growth RS Portfolio | Yes | Yes | Yes | |||
| NEI Select Income & Growth RS Portfolio | Yes | Yes | Yes | |||
| NEI Select Income RS Portfolio | Yes | Yes | Yes | |||
| NEI Select Maximum Growth RS Portfolio | Yes | Yes | Yes | |||
| NEI US Equity RS Fund | Yes | Yes | Yes | |||
| Pender Emerging Markets Impact Fund | Yes | |||||
| PIMCO – IG Climate Bond Pool | Yes | |||||
| PIMCO Climate Bond Fund (Canada) | Yes | Yes | Yes | Yes | ||
| PIMCO ESG Income Fund (Canada) | Yes | Yes | Yes | |||
| Portland Global Sustainable Evergreen Fund | Yes | Yes | ||||
| Power Sustainable China Ascent Fund | Yes | |||||
| Purpose Global Climate Opportunities Fund | Yes | Yes | Yes | |||
| Putnam – IG Sustainable Leaders Pool | Yes | |||||
| RBC Vision Balanced Fund | Yes | Yes | ||||
| RBC Vision Bond Fund | Yes | Yes | ||||
| RBC Vision Canadian Equity Fund | Yes | Yes | ||||
| RBC Vision Fossil Fuel Free Balanced Fund | Yes | Yes | ||||
| RBC Vision Fossil Fuel Free Bond Fund | Yes | Yes | ||||
| RBC Vision Fossil Fuel Free Emerging Markets Eq Fund | Yes | Yes | ||||
| RBC Vision Fossil Fuel Free Global Equity Fund | Yes | Yes | ||||
| RBC Vision Fossil Fuel Free Short-Term Bond Fund | Yes | Yes | ||||
| RBC Vision Global Equity Fund | Yes | Yes | ||||
| RBC Vision QUBE Fossil Fuel Free Low Vol Cdn Eqty Fd | Yes | Yes | ||||
| RBC Vision Women's Leadership MSCI Canada Index ETF | Yes | Yes | ||||
| RGP Impact Fixed Income Portfolio | Yes | Yes | Yes | |||
| Rockefeller IG Climate Solutions Pool | Yes | |||||
| Russell Investments ESG Global Equity Pool | Yes | Yes | Yes | |||
| Scotia Low Carbon Canadian Fixed Income Fund | Yes | Yes | Yes | |||
| Scotia Low Carbon Global Balanced Fund | Yes | Yes | Yes | |||
| Scotia Low Carbon Global Equity Fund | Yes | Yes | Yes | |||
| Scotia Responsible Investing Canadian Bond Index ETF | Yes | |||||
| Scotia Responsible Investing Canadian Equity Index ETF | Yes | |||||
| Scotia Responsible Investing International Equity Index ETF | Yes | |||||
| Scotia Responsible Investing US Equity Index ETF | Yes | |||||
| SSQ Fisher ESG U.S. Small Cap Equity GIF | Yes | Yes | ||||
| Stone Global ESG Strategy Fund | Yes | |||||
| Stone Global Sustainability Fund | Yes | |||||
| Sun Life KBI Sustainable Infrastructure Private Pool | Yes | Yes | Yes | 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 | Yes | Yes | ||||
| TD North American Sustainability Bond Fund | Yes | Yes | ||||
| TD North American Sustainability Equity Fund | Yes | Yes | ||||
| Templeton Emerging Markets Fund | Yes | Yes | Yes | |||
| Templeton Sustainable Global Balanced Fund | Yes | Yes | Yes | Yes | ||
| Waratah Alternative ESG Fund | 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 | Yes | Yes | ||||
| Wealthsimple Shariah World Equity Index ETF | Yes |
