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
|
---|---|---|---|---|---|---|
M&G Global Themes Fund Sterling PP Inc | Global Large-Cap Blend Equity | No | No | 0.74 | ||
Sarasin IE GlobalSar - Dynamic (GBP) Class Z Income Shares | GBP Allocation 60-80% Equity | No | Yes | 0.18 | ||
PGIM Jennison Global Equity Opportunities Fund EUR Hedged I Accumulation | Other Equity | No | Yes | 0.88 | ||
Amundi Funds - Emerging Markets Local Currency Bond I USD AD (D) | Global Emerging Markets Bond - Local Currency | No | No | 0.61 | ||
Evelyn Defensive Portfolio Retail GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio Retail GBP Dist | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio Retail USD Acc | USD Cautious Allocation | No | Yes | |||
Evelyn Defensive Portfolio A GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio B GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio Retail EUR Acc | EUR Cautious Allocation - Global | No | Yes | |||
Evelyn Defensive Portfolio D GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio C GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio Institutional GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio Institutional GBP Dist | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio L GBP Dist | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Defensive Portfolio L GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Conservative Portfolio Retail GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Conservative Portfolio Retail GBP Dist | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Conservative Portfolio Retail USD Acc | USD Cautious Allocation | No | Yes | |||
Evelyn Conservative Portfolio Retail EUR Acc | EUR Cautious Allocation - Global | No | Yes | |||