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
|
---|---|---|---|---|---|---|
Invesco Tactical Bond Fund (UK) Z (Acc) | Global Flexible Bond - GBP Hedged | No | No | 0.7 | ||
Invesco Tactical Bond Fund (UK) Z (Inc) | Global Flexible Bond - GBP Hedged | No | No | 0.7 | ||
Invesco Monthly Income Plus Fund (UK) Z (Acc) | GBP Allocation 40-60% Equity | No | — | 0.67 | ||
Jupiter Merlin Growth Portfolio Fund I Inc | GBP Allocation 80%+ Equity | No | No | 1.49 | ||
Invesco Global Financial Capital Fund (UK) Z (Acc) | Other Allocation | No | Yes | 0.72 | ||
Invesco Managed Income Fund (UK) Z (Inc) | GBP Allocation 60-80% Equity | No | No | 1.03 | ||
WS Ruffer Total Return Fund C Income | GBP Flexible Allocation | No | No | 1.23 | ||
CT MM Navigator Distribution Fund C Inc | GBP Allocation 40-60% Equity | No | No | 1.43 | ||
Invesco Managed Growth Fund (UK) Z (Inc) | GBP Allocation 80%+ Equity | No | No | 1.02 | ||
Liontrust MA Dynamic Passive Growth Fund Class A Accumulation | GBP Allocation 80%+ Equity | No | No | 0.6 | ||
Liontrust MA Blended Growth Fund Class A Accumulation | GBP Allocation 80%+ Equity | No | No | 1.02 | ||
Fidelity Index US Fund Class A Acc | US Large-Cap Blend Equity | No | No | 0.3 | ||
Invesco Asian Fund (UK) Z (Acc) | Asia-Pacific ex-Japan Equity | No | No | 0.9 | ||
Invesco Managed Growth Fund (UK) Z (Acc) | GBP Allocation 80%+ Equity | No | No | 1.02 | ||
WS Ruffer Total Return Fund C Accumulation | GBP Flexible Allocation | No | No | 1.23 | ||
Invesco Managed Income Fund (UK) Z (Acc) | GBP Allocation 60-80% Equity | No | No | 1.03 | ||
BlackRock Dynamic Diversified Growth Fund D Accumulating | GBP Flexible Allocation | No | No | 0.63 | ||
Invesco European Focus Fund (UK) Z (Inc) | Europe ex-UK Small/Mid-Cap Equity | No | No | 0.8 | ||
Legal & General All Stocks Index Linked Gilt Index Trust I Class Accumulation | GBP Inflation-Linked Bond | No | — | 0.15 | ||
Invesco Global Emerging Markets Fund (UK) Z (Inc) | Global Emerging Markets Equity | No | Yes | 0.75 | ||