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
|
---|---|---|---|---|---|---|
Evelyn Conservative Portfolio Institutional GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Conservative Portfolio Clean GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Conservative Portfolio Clean GBP Dist | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Conservative Portfolio L GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Conservative Portfolio L GBP Dist | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Conservative Portfolio X GBP Acc | GBP Allocation 20-40% Equity | No | Yes | |||
Evelyn Income Portfolio Retail GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio Retail GBP Dist | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio Retail USD Acc | USD Moderate Allocation | No | Yes | |||
Evelyn Income Portfolio Retail EUR Acc | EUR Moderate Allocation - Global | No | Yes | |||
Evelyn Income Portfolio A GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio B GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio C GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio Institutional GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio D GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio Institutional GBP Dist | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio Clean GBP Dist | GBP Allocation 40-60% Equity | No | Yes | |||
Evelyn Income Portfolio X GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||
Morgan Stanley Investment Funds - Global Infrastructure Fund N | Sector Equity Infrastructure | No | No | 0.11 | ||
Evelyn Income Portfolio Clean GBP Acc | GBP Allocation 40-60% Equity | No | Yes | |||