Sustainable Investment Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Use this screener tool to find funds that meet your ESG criteria.

Fund Name
Morningstar Category
Sustainable Investment
Sustainability Rating
Low Carbon
Ongoing Charges %
Morningstar Rating for Funds
Legal & General ICAV - L&G Emerging Markets Government Bond (Local Currency) Index Fund C EUR UnHAcc Global Emerging Markets Bond - Local Currency No Yes 0.23
FSSA Indian Subcontinent All-Cap Fund E EUR (Acc) India Equity No No 0.74
FSSA Indian Subcontinent All-Cap Fund E USD (Acc) India Equity No No 0.74
FSSA Indian Subcontinent All-Cap Fund E GBP (Acc) India Equity No No 0.74
Evelyn Defensive Portfolio Clean GBP Dist GBP Allocation 20-40% Equity No Yes
Evelyn Defensive Portfolio 200 GBP Acc GBP Allocation 20-40% Equity No Yes
Evelyn Defensive Portfolio X GBP Acc GBP Allocation 20-40% Equity No Yes
Evelyn Cautious Portfolio Clean GBP Acc GBP Allocation 40-60% Equity No Yes
Nordea 1 - Global Real Estate Fund BC EUR Property - Indirect Global No Yes 1.29
FSSA Indian Subcontinent All-Cap Fund B GBP (Acc) India Equity No No 1.05
Barings Emerging Markets Local Debt Fund B EUR Accumulating Shares Other Bond No Yes 0.67
Evelyn Cautious Portfolio 200 GBP Acc GBP Allocation 40-60% Equity No Yes
Evelyn Cautious Portfolio X GBP Acc GBP Allocation 40-60% Equity No Yes
Evelyn Cautious Portfolio Clean GBP Dist GBP Allocation 40-60% Equity No Yes
Evelyn Defensive Portfolio Clean GBP Acc GBP Allocation 20-40% Equity No Yes
BNY Mellon Global Bond Fund USD W (Acc.) Global Bond No 0.54
BNY Mellon Small Cap Euroland Fund EUR W Acc Eurozone Mid-Cap Equity No Yes 0.89
RBC Funds (Lux) - Emerging Markets Value Equity Fund Class O GBP Hedged Cap Other Equity No Yes 1.05
BlackRock Global Funds - US Mid-Cap Value Fund I2 EUR US Mid-Cap Equity No No 0.83
Pictet-EUR Corporate Bonds Z dy JPY EUR Corporate Bond No No 0.06
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