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
|
---|---|---|---|---|---|---|
Janus Henderson Core 3 Income Fund A Acc | GBP Allocation 20-40% Equity | No | No | 1.29 | ||
CT Select UK Equity Income Fund 2 Acc | UK Equity Income | No | No | 0.78 | ||
Royal London Sterling Credit Fund M Inc | GBP Corporate Bond | No | — | 0.53 | ||
CT European Fund Z Accumulation GBP | Europe ex-UK Equity | No | Yes | 0.88 | ||
Janus Henderson Core 3 Income Fund I Inc | GBP Allocation 20-40% Equity | No | No | 0.69 | ||
CT MM Lifestyle 5 Fund B Acc | GBP Allocation 40-60% Equity | No | No | 0.93 | ||
Royal London Corporate Bond Fund M Inc | GBP Corporate Bond | No | — | 0.56 | ||
Royal London UK Government Bond Fund M Inc | GBP Government Bond | No | — | 0.3 | ||
JPM Global Unconstrained Equity Fund C - Net Accumulation | Global Large-Cap Growth Equity | No | Yes | 0.83 | ||
BlackRock Global Funds - Euro Bond Fund D4 GBP | EUR Diversified Bond | No | — | 0.62 | ||
BNY Mellon Global Dynamic Bond Fund Institutional W Income | Global Flexible Bond - GBP Hedged | No | Yes | 0.58 | ||
CT UK Mid 250 Fund Z Accumulation GBP | UK Mid-Cap Equity | No | Yes | 0.9 | ||
Janus Henderson Core 5 Income Fund A Inc | GBP Allocation 40-60% Equity | No | No | 1.28 | ||
Jupiter UK Smaller Companies Equity Fund I Acc | UK Small-Cap Equity | No | No | 1 | ||
JPM US Select Fund C - Net Income | US Large-Cap Blend Equity | No | No | 0.62 | ||
Janus Henderson Core 3 Income Fund I Acc | GBP Allocation 20-40% Equity | No | No | 0.69 | ||
Janus Henderson Core 5 Income Fund I Acc | GBP Allocation 40-60% Equity | No | No | 0.68 | ||
BNY Mellon Investment Funds - Newton Multi-Asset Diversified Return Fund Institutional W Income | GBP Allocation 20-40% Equity | No | No | 0.71 | ||
CT MM Lifestyle 6 Fund B Acc | GBP Allocation 60-80% Equity | No | No | 0.97 | ||
Janus Henderson Core 5 Income Fund I Inc | GBP Allocation 40-60% Equity | No | No | 0.68 | ||