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2017 Eco-Fund Results

Eco fund rating logo
Best-in-class Eco-Funds RatingCategoryAvg. of 3 year compound returnSRI Fund (RIA)Clean exposureDirty exposureFinal rating
NEI Environmental Leaders Fund Series AGlobal EquityNew fundYes78.8%0%Five Star
Desjardins SocieTerra Cleantech Fund A ClassGlobal EquityNew fundYes58.2%0%Five Star
Desjardins SocieTerra American Equity Fund A ClassU.S. EquityNew fundYes12.5%0%Five Star
Investors Quebec Enterprise Fund Series CCanadian Equity9.74%No5.1%11.6%Five Star
Sun Life MFS International Value Fund Series AInternational Equity14.21%No10.7%2.4%Five Star
IA Clarington Inhance Growth SRI Portfolio Ser ACanadian Balanced6.85%Yes7.3%5.0%Four Star
SocieTerra Maximum Growth Portfolio A ClassGlobal Balance8.01%Yes7.1%5.5%Four Star

 

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