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
|
---|---|---|---|---|---|---|
SUTL Cazenove Charity Multi-Asset Z Accumulation | GBP Allocation 60-80% Equity | No | No | 0.95 | ||
Liontrust Special Situations Fund I Acc | UK Flex-Cap Equity | No | No | 0.81 | ||
SUTL Cazenove Charity Multi-Asset Z Income | GBP Allocation 60-80% Equity | No | No | 0.95 | ||
EF Rosevine Capital Global Equity Fund R GBP Acc | Global Large-Cap Growth Equity | No | Yes | 1 | ||
LO Funds - World Brands Fund (EUR) M D | Sector Equity Consumer Goods & Services | No | Yes | 1.34 | ||
EF Rosevine Capital Global Equity Fund F GBP Acc | Global Large-Cap Growth Equity | No | Yes | 1 | ||
CS Investment Funds 2 - UBS (Lux) AI and Robotics Equity Fund IBH EUR | Other Equity | No | Yes | 1.22 | ||
VT Cantab Balanced C GBP Acc | GBP Allocation 60-80% Equity | No | No | 1.14 | ||
VT Cantab Balanced C GBP Inc | GBP Allocation 60-80% Equity | No | No | 1.14 | ||
VT Cantab Moderate A GBP Acc | GBP Allocation 60-80% Equity | No | No | 1.36 | ||
VT Cantab Moderate C GBP Acc | GBP Allocation 60-80% Equity | No | No | 1.16 | ||
VT Cantab Moderate A GBP Inc | GBP Allocation 60-80% Equity | No | No | 1.36 | ||
VT Cantab Balanced A GBP Inc | GBP Allocation 60-80% Equity | No | No | 1.34 | ||
VT Cantab Balanced A GBP Acc | GBP Allocation 60-80% Equity | No | No | 1.34 | ||
VT Cantab Moderate C GBP Inc | GBP Allocation 60-80% Equity | No | No | 1.16 | ||
LO Selection - The Conservative (EUR) ND | EUR Cautious Allocation - Global | No | No | 1.57 | ||
FTGF ClearBridge Global Growth Fund Premier Class US$ Accumulating | Global Large-Cap Growth Equity | No | Yes | 0.8 | ||
FTGF ClearBridge Global Growth Fund Class A US$ Accumulating | Global Large-Cap Growth Equity | No | Yes | 1.8 | ||
BlackRock Global Funds - Latin American Fund I2 | Latin America Equity | No | No | 1.08 | ||
HSBC Global Investment Funds - Euro High Yield Bond XD | EUR High Yield Bond | No | No | 0.6 | ||