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
|
---|---|---|---|---|---|---|
Fundsmith Equity T Acc | Global Large-Cap Growth Equity | No | Yes | 1.04 | ||
Fundsmith Equity I Acc | Global Large-Cap Growth Equity | No | Yes | 0.94 | ||
abrdn MyFolio Market IV Fund Retail Accumulation | GBP Allocation 60-80% Equity | No | No | 0.7 | ||
abrdn MyFolio Managed III Fund Retail Accumulation | GBP Allocation 40-60% Equity | No | No | 1.19 | ||
abrdn MyFolio Multi-Manager III Fund Institutional Accumulation | GBP Allocation 40-60% Equity | No | No | 1.11 | ||
abrdn MyFolio Managed II Fund Institutional Accumulation | GBP Allocation 20-40% Equity | No | No | 0.69 | ||
Handelsbanken Cautious Multi Asset Fund I Income | GBP Allocation 40-60% Equity | No | No | 0.96 | ||
Barclays Wealth Global Markets 4 R Acc GBP | GBP Allocation 60-80% Equity | No | No | 0.45 | ||
BlackRock Global Funds - European Equity Income Fund A2 | Europe Equity Income | No | Yes | 1.83 | ||
Fundsmith Equity T Inc | Global Large-Cap Growth Equity | No | Yes | 1.04 | ||
WS Verbatim Multi-Index Portfolio 5 Fund A Shares | GBP Allocation 60-80% Equity | No | No | 0.76 | ||
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund Class I GBP Acc | ASEAN Equity | No | No | 1 | ||
Premier Miton Multi-Asset Global Growth B income | GBP Allocation 80%+ Equity | No | Yes | 1.53 | ||
Barclays Wealth Global Markets 5 R Acc GBP | GBP Allocation 80%+ Equity | No | No | 0.45 | ||
Premier Miton Liberation No. V C income | GBP Allocation 40-60% Equity | No | No | 0.89 | ||
New Capital Wealthy Nations Bond Fund SGD Ord Inc | Other Bond | No | No | 1.41 | ||
JPMorgan Funds - US Growth Fund C (dist) - GBP | US Large-Cap Growth Equity | No | Yes | 0.81 | ||
Premier Miton Liberation No. V C accumulation | GBP Allocation 40-60% Equity | No | No | 0.89 | ||
Veritas Global Focus GBP Acc NAV | Global Large-Cap Blend Equity | No | Yes | 0.77 | ||
Premier Miton Liberation No. IV C income | GBP Allocation 40-60% Equity | No | No | 0.89 | ||