Sustainable Investment Funds

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
Goldman Sachs Global Future Technology Leaders Equity Portfolio Class IO Shares USD Acc Sector Equity Technology No Yes 0.06
Goldman Sachs Global Future Technology Leaders Equity Portfolio Class P Shares USD Inc Sector Equity Technology No Yes 1.36
Goldman Sachs Global Future Technology Leaders Equity Portfolio Class P Shares USD Acc Sector Equity Technology No Yes 1.36
Quilter Investors Monthly Income and Growth Portfolio A (GBP) Income GBP Allocation 60-80% Equity No No 1.51
Quilter Investors Monthly Income and Growth Portfolio A (GBP) Accumulation GBP Allocation 60-80% Equity No No 1.51
VT Downing Investor Funds ICVC - VT Downing Unique Opportunities Fund Class A (Accumulation) UK Small-Cap Equity No Yes 1
VT Downing Investor Funds ICVC - VT Downing Unique Opportunities Fund Class A (Income) UK Small-Cap Equity No Yes 1
Brown Advisory Global Leaders Fund Sterling Class SI Distribution Global Large-Cap Growth Equity No Yes 0.73
Brown Advisory Global Leaders Fund Dollar Class SI Distribution Global Large-Cap Growth Equity No Yes 0.73
AB SICAV I - Low Volatility Total Return Equity Portfolio A EUR H Equity Market Neutral EUR No No 1.84
Next Generation Morningstar Global Defensive Fund A AUD Other Allocation No No 0.88
BNY Mellon Global Bond Fund GBP Z Inc Hedged Global Bond - GBP Hedged No 0.44
BNY Mellon Global Bond Fund GBP Z Acc Hedged Global Bond - GBP Hedged No 0.44
TM Cerno Pacific Fund E GBP Inc Asia-Pacific Equity No Yes 0.97
Comgest Growth Europe ex UK GBP SU Inc Europe ex-UK Equity No Yes 0.93
Redwheel China Equity Fund R GBP Dist China Equity No Yes 1.4
Redwheel China Equity Fund B GBP Dist China Equity No Yes 1.31
Redwheel China Equity Fund B GBP China Equity No Yes 1.31
Amundi Funds - Polen Capital Global Growth J3 GBP (C) Global Large-Cap Growth Equity No Yes 0.85
BlackRock Global Funds - World Healthscience Fund D5 GBP Inc Sector Equity Healthcare No Yes 1.03
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