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
|
---|---|---|---|---|---|---|
MGTS AFH Tactical Core Fund R Income | GBP Flexible Allocation | No | No | 0.83 | ||
Quilter Investors Cirilium Moderate Passive Portfolio R (GBP) Accumulation | GBP Allocation 60-80% Equity | No | No | 0.36 | ||
WAY MA Cautious Portfolio E Inc | GBP Allocation 40-60% Equity | No | No | 1.78 | ||
MGTS Future Money Real Value R Acc | GBP Allocation 20-40% Equity | No | No | 1.11 | ||
WAY Flexible Global Growth Portfolio Fund E Inc | GBP Allocation 60-80% Equity | No | No | 1.8 | ||
MGTS AFH Tactical Core Fund R Accumulation | GBP Flexible Allocation | No | No | 0.83 | ||
Margetts Providence Strategy Fund R GBP In | GBP Allocation 40-60% Equity | No | No | 1.22 | ||
Quilter Investors Cirilium Conservative Passive Portfolio R (GBP) Accumulation | GBP Allocation 20-40% Equity | No | No | 0.38 | ||
Quilter Investors Cirilium Balanced Passive Portfolio R (GBP) Accumulation | GBP Allocation 40-60% Equity | No | No | 0.37 | ||
WAY Global Cautious Portfolio E Acc | GBP Allocation 20-40% Equity | No | No | 1.8 | ||
VT Greystone Global Growth Fund R Acc | Global Large-Cap Blend Equity | No | No | 1.36 | ||
Pictet-USA Index I GBP | US Large-Cap Blend Equity | No | No | 0.3 | ||
MGTS Future Money Income R Inc | GBP Allocation 40-60% Equity | No | No | 1.52 | ||
WAY Flexible Global Growth Portfolio Fund E Acc | GBP Allocation 60-80% Equity | No | No | 1.8 | ||
MI TwentyFour AM Focus Bond Fund A Income shares | Global Flexible Bond - GBP Hedged | No | — | 0.81 | ||
WAY Global Balanced Portfolio Fund E Acc | GBP Allocation 40-60% Equity | No | No | 1.73 | ||
Pictet-Japan Index I GBP | Japan Large-Cap Equity | No | No | 0.29 | ||
Margetts Providence Strategy Fund R GBP Acc | GBP Allocation 40-60% Equity | No | No | 1.22 | ||
Margetts Select Strategy Fund R GBP Acc | GBP Allocation 60-80% Equity | No | No | 1.23 | ||
MGTS Future Money Real Growth R Acc | GBP Allocation 40-60% Equity | No | No | 1.31 | ||