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
GAM Star Fund plc - GAM Star Global Growth Class Z GBP Accumulation GBP Allocation 80%+ Equity No Yes 0.99
HSBC Global Investment Funds - Economic Scale US Equity BCGBP US Large-Cap Value Equity No No 0.65
IQ EQ Defensive Equity Income Fund D EUR Acc Global Equity Income No Yes 0.99
SVS Brooks Macdonald Blueprint Balanced Class B USD Hedged Accumulation USD Aggressive Allocation No No 1.86
IQ EQ Defensive Equity Income Fund C EUR Acc Global Equity Income No Yes 1.64
BNP Paribas Funds Japan Equity Classic USD Capitalisation Japan Large-Cap Equity No Yes 1.98
PIMCO TRENDS Managed Futures Strategy Fund E Class USD Accumulation Systematic Trend USD No 2.5
Fidelity Funds - Latin America Fund A-Acc-USD Latin America Equity No No 1.94
AXA Framlington Health A Acc Sector Equity Healthcare No Yes 0.71
GAM Star Fund plc - GAM Star Global Balanced Class Z GBP Accumulation GBP Allocation 60-80% Equity No Yes 0.99
BlackRock Dynamic Allocation Fund A GBP Accumulation GBP Flexible Allocation No Yes 0.94
Ruffer SICAV - Ruffer Total Return International C GBP Income GBP Flexible Allocation No No 1.13
Fidelity Funds - Global Technology Fund A-Acc-USD (hedged) Other Equity No Yes 1.88
Janus Henderson Asian Dividend Income Unit Trust G Inc Asia-Pacific ex-Japan Equity Income No No 0.79
BlackRock Dynamic Allocation Fund D GBP Income GBP Flexible Allocation No Yes 0.5
PIMCO TRENDS Managed Futures Strategy Fund E Class EUR (Hedged) Accumulation Systematic Trend EUR No 2.5
Jupiter UK Income Fund U1 Inc UK Equity Income No No 0.84
BlackRock Dynamic Allocation Fund D GBP Accumulation GBP Flexible Allocation No Yes 0.5
AXA World Funds - US Credit Short Duration IG I Distribution EUR (Hedged) Other Bond No No 0.38
DWS Invest Global Infrastructure FDH (P) Other Equity No No 0.84
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures