‘All-in-one’ exchange traded funds (ETFs) are a wonderful mix of both stocks and bonds inside of a single fund. They are perfect for investors who are just getting started because they provide good diversification all on their own. Each ETF will have it’s own mix of stocks to bonds. Here is a list of all-in-one ETFs that should appeal to sustainable investors.
List of ‘all-in-one’ sustainable ETFs in Canada:
| Fund Name | Ticker | MER | ESG Risk | Carbon Intensity | % Fossil Fuel Revenues |
|---|---|---|---|---|---|
| iShares ESG Growth ETF Portfolio | GGRO | 0.24 | 20.21 | 85.7 | 0 |
| iShares ESG Balanced ETF Portfolio | GBAL | 0.24 | 20.64 | 80.8 | 0 |
| iShares ESG Conservative ETF Portfolio | GNCS | 0.24 | 21.07 | 72.5 | 0 |
| BMO Balanced ESG ETF | ZESG | 0.2 | 20.74 | 105 | 0.7 |
Glossary
Ticker = the 3 or 4 letter symbol that is unique to that ETF
MER = Management Expense Ratio (annual fee) from Morningstar
ESG Risk = ESG Risk Rating from Morningstar
Carbon Intensity = tons of CO2 emissions per million dollars in sales from MSCI
% Fossil Fuels = % Brown Revenues from MSCI
For the complete data set, please refer to our very very nerdy Google Sheet