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 Global Balanced Portfolio Retail GBP Acc | GBP Allocation 40-60% Equity | No | Yes | 2.11 | ||
Evelyn Global Income Portfolio C USD Acc | USD Moderate Allocation | No | Yes | 2.24 | ||
Evelyn Global Income Portfolio Retail USD Acc | USD Moderate Allocation | No | Yes | 2.24 | ||
EvelynGlobal Income Portfolio Retail EUR Acc | EUR Moderate Allocation - Global | No | Yes | 2.24 | ||
Evelyn Global Income Portfolio Retail CHF Acc | CHF Moderate Allocation | No | Yes | 2.24 | ||
Evelyn Global Income Portfolio Clean EUR Acc | EUR Moderate Allocation - Global | No | Yes | 1.49 | ||
Evelyn Global Income Portfolio Clean GBP Acc | GBP Allocation 40-60% Equity | No | Yes | 1.49 | ||
Evelyn Global Balanced Portfolio Retail USD Acc | USD Moderate Allocation | No | Yes | 2.18 | ||
Evelyn Global Balanced Portfolio Retail EUR Acc | EUR Moderate Allocation - Global | No | Yes | 2.18 | ||
Evelyn Global Balanced Portfolio A USD Acc | USD Moderate Allocation | No | Yes | 2.18 | ||
Evelyn Global Balanced Portfolio Retail CHF Acc | CHF Moderate Allocation | No | Yes | 2.18 | ||
Evelyn Global Balanced Portfolio C USD Acc | USD Moderate Allocation | No | Yes | 2.18 | ||
Evelyn Global Balanced Portfolio Clean CHF Acc | CHF Moderate Allocation | No | Yes | 1.43 | ||
Evelyn Global Balanced Portfolio Clean USD Acc | USD Moderate Allocation | No | Yes | 1.43 | ||
Evelyn Global Balanced Portfolio Clean EUR Acc | EUR Moderate Allocation - Global | No | Yes | 1.43 | ||
Evelyn Global Balanced Portfolio Clean GBP Acc | GBP Allocation 40-60% Equity | No | Yes | 1.43 | ||
European Equity FAM Fund Class K EUR Accumulation | Europe Large-Cap Blend Equity | No | No | 0.82 | ||
Flexible Equity Strategy FAM Fund Class K EUR Accumulation | EUR Flexible Allocation - Global | No | No | 0.61 | ||
FAM Global Premium Equities Fund Class K EUR Accumulation | Global Large-Cap Value Equity | No | No | 0.76 | ||
Fineco AM Global Equity Fund Class K EUR Accumulation | Global Large-Cap Growth Equity | No | No | 0.76 | ||