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
Dimensional Global Short-Term Investment Grade Fixed Income Fund GBP Accumulation Global Corporate Bond - GBP Hedged No No 0.25
CT Dollar Bond Fund Z Gross Accumulation GBP USD Diversified Bond No No 0.67
CT Global Equity Income Fund Z Accumulation GBP Global Equity Income No No 0.89
Dimensional Global Short-Term Investment Grade Fixed Income Fund GBP Distributing Global Corporate Bond - GBP Hedged No No 0.25
VT EPIC Multi Asset Balanced Fund R GBP Acc GBP Allocation 60-80% Equity No No 1.05
CT High Yield Bond Fund Z Gross Income GBP GBP High Yield Bond No 0.73
CT European Smaller Companies Fund Z Income GBP Europe ex-UK Small/Mid-Cap Equity No Yes 0.88
J O Hambro Capital Management UK Equity Income Y GBP Acc UK Equity Income No No 0.69
WS Canlife UK Equity Fund C Income UK Large-Cap Equity No No 0.8
SVS Brooks Macdonald Blueprint Strategic Growth Class A Accumulation GBP Allocation 80%+ Equity No No 1.09
Schroder Recovery Fund L Accumulation GBP UK Flex-Cap Equity No No 0.84
Schroder Income Maximiser L Income GBP UK Equity Income No No 0.84
Schroder US Mid Cap Fund L Accumulation GBP US Mid-Cap Equity No No 0.83
VT EPIC Multi Asset Balanced Fund R GBP Inc GBP Allocation 60-80% Equity No No 1.05
Schroder Global Cities Real Estate L Income GBP Property - Indirect Global No Yes 0.82
Schroder Income Fund L Income GBP UK Equity Income No No 0.81
J O Hambro Capital Management Continental European Y GBP Inc Europe ex-UK Equity No Yes 0.72
Schroder Recovery Fund L Income GBP UK Flex-Cap Equity No No 0.84
WS Canlife UK Equity Fund C Accumulation UK Large-Cap Equity No No 0.8
Schroder Income Fund L Accumulation GBP UK Equity Income No No 0.81
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