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
|
---|---|---|---|---|---|---|
IFSL Avellemy 5 Class A GBP Income | GBP Allocation 60-80% Equity | No | Yes | 1.04 | ||
IFSL Avellemy 5 Class A GBP Accumulation | GBP Allocation 60-80% Equity | No | Yes | 1.04 | ||
IFSL Avellemy 4 Class C GBP Income | GBP Allocation 40-60% Equity | No | Yes | 0.73 | ||
IFSL Avellemy 5 Class C GBP Accumulation | GBP Allocation 60-80% Equity | No | Yes | 0.79 | ||
IFSL Avellemy 5 Class C GBP Income | GBP Allocation 60-80% Equity | No | Yes | 0.79 | ||
IFSL Avellemy 6 Class A GBP Accumulation | GBP Allocation 60-80% Equity | No | Yes | 1.13 | ||
IFSL Avellemy 6 Class A GBP Income | GBP Allocation 60-80% Equity | No | Yes | 1.13 | ||
IFSL Avellemy 6 Class C GBP Accumulation | GBP Allocation 60-80% Equity | No | Yes | 0.88 | ||
IFSL Avellemy 7 Class A GBP Accumulation | GBP Allocation 80%+ Equity | No | Yes | 1.22 | ||
IFSL Avellemy 6 Class C GBP Income | GBP Allocation 60-80% Equity | No | Yes | 0.88 | ||
IFSL Avellemy 7 Class A GBP Income | GBP Allocation 80%+ Equity | No | Yes | 1.22 | ||
IFSL Avellemy 7 Class C GBP Income | GBP Allocation 80%+ Equity | No | Yes | 0.97 | ||
IFSL Avellemy 7 Class C GBP Accumulation | GBP Allocation 80%+ Equity | No | Yes | 0.97 | ||
HSBC Portfolios - World Selection 4 AMFLX PLN | USD Aggressive Allocation | No | No | 1.43 | ||
HSBC Portfolios - World Selection 4 AMFLX EUR | USD Aggressive Allocation | No | No | 1.43 | ||
HSBC Portfolios - World Selection 4 AMFLX GBP | USD Aggressive Allocation | No | No | 1.43 | ||
HSBC Portfolios - World Selection 4 AMFLX HKD | USD Aggressive Allocation | No | No | 1.43 | ||
HSBC Portfolios - World Selection 4 AMFLX CZK | USD Aggressive Allocation | No | No | 1.43 | ||
MFS Meridian Funds - U.S. Government Bond AH1 EUR | Other Bond | No | — | 0.98 | ||
THEAM Quant - Equity Europe Factor Defensive Privilege EUR Accumulation | Options Trading | No | No | 0.9 | ||